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Average Ratings 0 Ratings
Description
Insure Assist AI is designed to assist independent commercial insurance agencies in managing policy documentation and issuing certificates of insurance efficiently. The AI-driven operations team meticulously examines commercial policy packets, which encompass declarations, schedules, and endorsements, to pinpoint limits, coverage gaps, and exclusions while referencing the relevant carrier PDF pages. Additionally, the platform facilitates the creation of ACORD 25 and ACORD 28 certificates, endorsement extraction, and maintains records of certificate holders, with the added convenience of direct email delivery through Microsoft 365 or Google Workspace accounts. A user-friendly, broker-managed client portal enables commercial insureds and contractors to easily request or download approved certificates directly from their mobile devices. Agencies can leverage this system for various tasks, including policy intake, coverage assessments, certificate workflows, and empowering clients with self-service options, ultimately enhancing operational efficiency. This comprehensive solution streamlines the insurance process, making it more accessible and efficient for both agencies and their clients.
Description
UncoveredList serves as a prospecting tool specifically designed for commercial insurance agents and brokers, aggregating recently published business filings along with selected sales-tax permit records from states like Colorado, New York, Pennsylvania, Connecticut, and Texas. The software meticulously filters out irrelevant entities such as holding companies, investment shells, and registered-agent mail drops, ensuring that only pertinent businesses remain. Each identified business is categorized according to its industry relevance to insurance and is assigned a score that estimates its potential need for commercial coverage, complete with suggested coverage lines and notes tailored to specific states. Users receive a daily email digest and a CSV file, which includes features such as a searchable dashboard, saved searches, alerts for updates, outreach templates, and exports compatible with customer relationship management systems for eligible plans. Records are delivered promptly, typically within one to two days for Colorado, New York, and Connecticut, although Pennsylvania and Texas see less frequent updates. A complimentary sample from a selected county provides 25 scored leads to assess the software's capabilities. It's important to note that while the scores are valuable for prospecting, they should not be interpreted as underwriting recommendations. Overall, UncoveredList enhances the efficiency and effectiveness of insurance professionals in identifying potential clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Google Workspace
No
Microsoft 365
No
Pricing Details
$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Trial
Yes
Free Version
No
Pricing Details
$71.20/month
The one-state plan is $89/month. The first 20 subscribers can receive a lifetime founding rate of $71.20/month. Annual billing includes one month free, and each additional state costs $40/month. A 7-day free trial requires payment information, and a free county sample includes 25 leads.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Insure Assist AI
Founded
2026
Country
United States
Website
insureassistai.com
Vendor Details
Company Name
UncoveredList
Country
United States
Website
uncoveredlist.com
Product Features
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No