Average Ratings 0 Ratings
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
ZOQENA is a dedicated software solution designed to streamline the tracking of Certificates of Insurance (COI) for vendor and contractor compliance. This tool enables businesses to efficiently manage all aspects of insurance compliance workflows from a centralized platform, allowing them to monitor certificates, enforce vendor requirements, oversee credentials and expiration dates, issue correction requests, and execute review processes, ensuring that every vendor and contractor remains compliant. With ZOQENA's COI compliance software, compliance teams gain immediate insights into vendor portfolios, receive alerts for expiring or non-compliant certificates, and maintain a comprehensive audit trail for all documentation. This intuitive and specialized COI tracking solution simplifies vendor and contractor compliance, enhancing operational efficiency and risk management. Ultimately, ZOQENA serves as an essential asset for businesses aiming to uphold stringent compliance standards.
API Access
Has API
No
API Access
Has API
No
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
No price information available.
Free Trial
No
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
No
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
ZOQENA
Country
Hawthorne, California
Website
zoqena.com