Build complete, underwriter-ready submissions.
AgencyAssist guides you from client intake to submission — identifying the right ACORD forms, collecting what underwriting needs, and catching what's missing before you send it.
Free plan available · Solo from $49/mo · No credit card required
Completing the ACORD is only part of the submission.
The bigger challenge is knowing which forms you need, collecting what underwriting requires, and catching missing information before you send it. AgencyAssist brings it all together in one workflow.
It's not just about filling out ACORD forms.
Free guides for agents
33 ACORD forms explained, plus underwriting guides for 95+ industries.
Browse the ACORD form library →No more guessing what underwriters need. Every submission is reviewed before your submission summary is generated.
Reduce commercial client intake from 45 minutes to under 10 — AgencyAssist automates the most repetitive part of your workflow.
Currently onboarding independent P&C agencies
AgencyAssist is in early access with independent commercial insurance agencies across the U.S. You'll work directly with our team during setup — not a ticket queue.
Four steps from intake to submission
Collect
Send a plain-English intake link to your client.
Identify
See which ACORD forms are needed for the risk and coverage.
Review
Catch missing information before you submit.
Submit
Send a more complete submission.
Why agents use AgencyAssist
Built for commercial insurance agents.
Built by Agents, Designed for the Way Agents Actually Work
Two ways to collect — your choice
Send a link for clients to fill out anytime, or complete it together live — your workflow, your choice.
Right fields, right coverage — automatically
Select the business class and AgencyAssist auto-fills the right submission summary with the right fields.
Built-in question explanations
Every question has a 'What does this mean?' button — no more back-and-forth calls to explain intake.
Completed submission summary PDF with progress tracker
A live completion percentage shows exactly what's missing before you submit.
Underwriting gap alerts before you submit
Missing fields and underwriting concerns get flagged before anything reaches a carrier.
Email your client without leaving the app
Send or resend the intake link with one click — no tab-switching, no copy-pasting.
Automated renewal reminders — 45 and 15 days out
Renewal reminders go out automatically, pre-filled with last year's carrier and premium.
Carrier quote tracker
Track every carrier's status — pending, quoted, bound, declined — in one place.
Agency team accounts
Invite producers, see every submission across your team, and compare close rates on a leaderboard.
Client status page
Clients track their own quote status — no more "where are we?" phone calls.
Learn from the AgencyAssist team
Practical guides on commercial intake, ACORD forms, and agency growth.
Agent Academy — built into your account
New to commercial lines? The Agent Academy gets you ready with hands-on practice — not just reading. Three modules, included with every plan, starting the moment you sign up.
Practice Submissions
3 real-scenario intake forms with a full underwriting analysis — no real client needed.
Discovery Call Simulator
Practice your discovery call with a simulated client and get a scored debrief.
Lesson Library
5 focused lessons on commercial lines, ACORD forms, and how underwriters think.
Straightforward pricing, no surprises
30-day free trial. No credit card required.
Your clients' data is treated with care
Encrypted in transit and at rest
TLS in transit, AES-256 at rest — client data is never stored in plain text.
GLBA-conscious data handling
Nonpublic personal information is handled per GLBA, used solely to generate your submission summary.
Your data is never sold or shared
We never sell or share client data with third parties. Your submissions belong to you.
Delete submissions at any time
Delete any submission from your dashboard and the client data is permanently removed.
Enterprise-grade infrastructure
SOC 2 compliant infrastructure, with data centers in the United States only.
Single-use intake links
Each link is unique to one submission — clients can't see anyone else's data.
Common questions
Get the Commercial Insurance New Client Checklist
The 12-question checklist top agents use before every new client submission — so you never have to chase missing information at the last minute.
No spam. Unsubscribe anytime.
Get it more complete before you hit send.
No credit card. No setup fee. Start with one free submission and see exactly how it works before you commit to anything.
Solo from $49/mo · Small Agency $99/mo · Agency $199/mo · 30-day free trial on all plans
30-day free trial on all paid plans · Cancel anytime · Setup takes under 5 minutes