Insure Assist AI Reviews & Product Details

Insure Assist AI is an enterprise AI operations desk purpose-built for independent commercial insurance brokerages, agencies, and risk managers. Designed to eliminate operational friction and mitigate Errors and Omissions (E&O) liability, Insure Assist AI automates the end-to-end lifecycle of certificate of insurance (COI) issuance, carrier policy checking, and endorsement management. Powered by Becky—the industry’s premier AI insurance operations partner with a native insurance semantic layer—the platform ingests multi-line commercial policy packages up to 150MB in seconds. From complex declarations schedules to carrier endorsements, Insure Assist AI extracts limits, deductibles, effective dates, and policy conditions across Commercial General Liability (CGL), Commercial Auto, Workers’ Compensation, Property, and Commercial Umbrella lines with 99%+ accuracy. Key Platform Capabilities: • Instant ACORD 25 & ACORD 28 Issuance: Generate verified, audit-ready official certificates of liability insurance and evidence of commercial property in under 30 seconds. • Intelligent Description of Operations Drafting: Automatically synthesize compliant Box 101/Box 31 wording with verified legal phrasing, eliminating manual data entry while matching contractual requirements. • Automated Endorsement Bundling: Intelligently attach and cross-reference critical ISO endorsements—including CG 20 10 (ongoing), CG 20 37 (completed operations), CG 20 38, CA 20 48, and Waiver of Subrogation forms—directly to issued certificates. • Bulk Certificate Holder Management: Seamlessly import, deduplicate, and reconcile thousands of certificate holders via automated CSV intake and directory merge tools. • Coverage Deficit & E&O Safeguards: Scan contract requirements against bound policies to flag limit shortfalls (e.g., $5M Umbrella mandates) and turn compliance dead-ends into actionable producer up-sells. • 24/7 Mobile Client Self-Service: Empower commercial contractors and policyholders with secure, passwordless Magic Link portals to pull approved certificates on demand from job sites. Built natively on Google Cloud Platform (GCP) with enterprise-grade tenant isolation, Insure Assist AI enforces application-layer authorization, PostgreSQL Row-Level Security (RLS), and strict data confidentiality standards—guaranteeing zero AI model training on proprietary agency files. Integrating alongside modern Agency Management Systems (AMS), Insure Assist AI enables commercial brokerages to scale client capacity, reduce turnaround times from hours to seconds, and eliminate operational overhead without adding payroll.