AgencyPro

AgencyPro

Agency Software
AgencyPro Insure Assist AI

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AgencyPro:

About

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.
Insure Assist AI:

About

Insure Assist AI helps independent commercial insurance agencies process policy paperwork and issue certificates of insurance. Its AI operations team reviews commercial policy packets, including declarations, schedules, and endorsements, to identify limits, coverage gaps, and exclusions with references to carrier PDF pages. The platform supports preparation of ACORD 25 and ACORD 28 certificates, endorsement extraction, certificate-holder records, and direct email delivery from agency Microsoft 365 or Google Workspace accounts. A broker-governed client portal lets commercial insureds and contractors request or download approved certificates from mobile devices. Agencies can use the system for policy intake, coverage review, certificate workflows, and client self-service.
AgencyPro:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Insure Assist AI:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
AgencyPro:

Audience

Insurance accounting or agents in need of an Insurance Agency software
Insure Assist AI:

Audience

Independent commercial insurance agencies and commercial-lines insurance brokers.
AgencyPro:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Insure Assist AI:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
AgencyPro:

API

Offers API Not Supported
Insure Assist AI:

API

Offers API Not Supported
AgencyPro:

Screenshots and Videos

Insure Assist AI:

Screenshots and Videos

AgencyPro:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Insure Assist AI:

Pricing

$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 Version Not Supported
Free Trial Supported
AgencyPro:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Insure Assist AI:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgencyPro:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Insure Assist AI:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
AgencyPro:

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
Insure Assist AI:

Company Information

Insure Assist AI
Founded: 2026
United States
insureassistai.com
AgencyPro:

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
Insure Assist AI:

Alternatives

AgencyPro:
Insure Assist AI:
RiskRemedy

RiskRemedy

RiskRemedy, Inc.
AgencyPro:
Guidewire

Guidewire

Guidewire Software
Insure Assist AI:
SmartCompliance

SmartCompliance

4.0 out of 5 stars
AgencyPro:
Agency Master

Agency Master

Agency Master Insurance Software
Insure Assist AI:
AgencyPro:
Insure Assist AI:
AgencyPro:

Categories

Insure Assist AI:

Categories

AgencyPro:

Commercial Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported
AgencyPro:

Integrations

Google Workspace Not Supported
Microsoft 365 Not Supported
Insure Assist AI:

Integrations

Google Workspace Supported
Microsoft 365 Supported
AgencyPro:
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Insure Assist AI:
Claim Insure Assist AI and update features and information
Claim Insure Assist AI and update features and information