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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.

About

TradeGuard is a subcontractor compliance tracking platform built for general contractors and property managers. The software helps teams manage certificates of insurance, licenses, W-9s, OSHA cards, lien waivers, bonds, and more than 30 other document types. TradeGuard automatically tracks expiration dates and sends alerts before important documents lapse. Its smart document extraction reads COI PDFs and captures details such as insurer names, policy numbers, coverage limits, and expiration dates. The platform also includes gap analysis, state-specific compliance requirements, fraud detection, broker verification, QuickBooks integration, and project compliance locks. TradeGuard helps contractors reduce risk, avoid manual spreadsheet tracking, and maintain better visibility across their subcontractor roster.

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

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

Audience

Independent commercial insurance agencies and commercial-lines insurance brokers.

Audience

TradeGuard is designed for general contractors, property managers, construction firms, compliance teams, and project managers that need to track subcontractor insurance, licenses, safety documents, and jobsite compliance requirements

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

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

Pricing

$150/month
Free Version Not Supported
Free Trial Supported

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

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

Training

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

Training

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

Company Information

Insure Assist AI
Founded: 2026
United States
insureassistai.com

Company Information

TradeGuard
Founded: 2026
United States
trade-guard.pro

Alternatives

Alternatives

CertChase

CertChase

CertChase (gocertchase.com)
RiskRemedy

RiskRemedy

RiskRemedy, Inc.

Categories

Categories

Integrations

Google Workspace Supported
Microsoft 365 Supported

Integrations

Google Workspace Not Supported
Microsoft 365 Not Supported
Claim Insure Assist AI and update features and information
Claim Insure Assist AI and update features and information
Claim TradeGuard and update features and information
Claim TradeGuard and update features and information