Limited Beta Launch • Get a Free Pro Subscription

Meet Becky & Her Team.
Trained to free your agents to win new business.

Stop losing hours to tedious policy paperwork. An autonomous team of specialized AI insurance workers reviews your commercial policies together in seconds to audit coverage gaps, catch costly exclusions, and issue verified ACORD certificates. Give your team the freedom to focus on client relationships, while delivering the fast, responsive service commercial accounts love.

Trained on commercial carrier forms • Continuously refined through broker feedback • Zero credit card required

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Traditional Operations Hire

Takes 60 days to recruit, months to train, and costs $50,000/year.

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Insure Assist AI Digital Staff

Activates in 60 seconds with zero learning curve and works 100% free during beta.

Product Demo • 80 Seconds

See Insure Assist AI in Action

Let Becky take you on a quick tour from client policy to instant ACORD certificate issuance.

lockinsureassistai.com/platform/demo

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Interactive AI Walkthrough

Want a Personalized Live Demo?

Step inside our interactive demo room to talk live with Becky, ask questions about your agency's workflows, and see policy checking and ACORD 25 issuance first-hand.

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Your Commercial Lines Operations Team

A dedicated team of digital insurance specialists trained on commercial forms and carrier packets. Working together in seconds so your staff can focus on clients.

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Becky

Operations Desk & Intake Coordinator

Welcomes carrier packets and policy documents at the front door. Becky organizes client files and speaks out loud with your agents through an instant voice intercom to answer policy questions on the fly.

Intake & Voice CoPilot

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David

Policy & Underwriting Analyst

Inspects declarations and policy limits in seconds. David audits umbrella schedules to catch underlying auto and liability gaps before a claim hits, ensuring your clients carry the coverage their contracts require.

Limits & Umbrella Audits

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Sarah

COI Compliance & Exclusion Auditor

Searches the fine print for hidden traps, like subcontractor work exclusions and residential limitations. Sarah compares project contracts against active policies to help catch costly coverage gaps before certificates go out.

Exclusions & Compliance

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Marcus

Certificate & Holder Specialist

Drafts clean, professional ACORD 25 descriptions that pass general contractor and lender review the first time. Marcus organizes your certificate holder directory so renewal distributions take seconds instead of days.

Instant ACORD 25s

mark_email_readDirect Email Dispatch: Dispatched straight from your authentic Microsoft 365 or Google Workspace inbox, never a no-reply bot.

Built Around How Brokers Work

Insurance Software You'll Actually Enjoy Using.

No complicated training manuals or endless menus. Talk to Becky in plain English, let her guide you right on screen, and give your commercial clients 24/7 self-service on their phones.

Hands-Free Voice CoPilot

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Ask Policy Questions Out Loud

Skip digging through 150-page PDFs. Hold the mic and ask Becky about limits, deductibles, or endorsements in plain English, and she checks the bound policy and answers you out loud in seconds.

You ask out loud

“Does Apex Construction carry CG 20 37 completed operations, and what is their aggregate?”

auto_awesomeBecky answers in 2 seconds

“Yes, CG 20 37 (04/13) is attached on page 42, with a $2,000,000 Per-Project Aggregate.”

Page 42 • Form CG 20 37 VerifiedExplore Voice CoPilot →

Guided On-Screen Navigation

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Never Hunt Through Menus Again

Not sure where a setting or approval button lives? Just ask. Becky opens the right tab or drawer for you and highlights the exact control on your screen with a warm amber spotlight.

You ask Becky

“Where do I slice the waiver of subrogation endorsement for this holder?”

auto_awesomeBecky guides your screen

Opens Endorsement Manager → Highlights “Slice & Attach CG 24 04” with an amber halo.

Zero Training Manuals NeededSee Guided Navigation →

24/7 Contractor Self-Service

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30-Second Certificates From the Job Site

When a contractor is standing at a job-site gate on Friday afternoon, they don’t have to call your desk. They can issue and download pre-approved certificates right from their phone while you stay in control.

Contractor on job site

Selects “Apex General Contractors” on their phone → Taps “Send Approved ACORD 25”

auto_awesomeInstant Broker-Governed Delivery

Verified against active policy limits • Official ACORD 25 PDF emailed in 22 seconds.

100% Broker-Controlled RulesSee Mobile Self-Service →

Purpose-Built for Commercial Lines

Why Generic AI & Legacy Form-Fillers Fall Short

ChatGPT and Claude are great for everyday emails, and legacy form-fillers still make you type every field by hand. Insure Assist AI is built from the ground up to run commercial agency operations.

Full-Packet Policy Reading

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Reads 150-Page Policies Together, Not Isolated Snippets

✕Generic Chatbots & Manual Tools

General chatbots (ChatGPT, Claude) chop PDFs into small text chunks, missing how a later endorsement modifies or deletes coverage on the declarations page.

✓Insure Assist AI Team

Becky, David, and Sarah read the declarations, schedules, and all 400+ ISO & carrier endorsements together to catch underlying umbrella gaps and subcontractor exclusions before a claim hits.

End-to-End ACORD Execution

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Issues Official ACORD 25 & 28 Certificates in 30 Seconds

✕Generic Chatbots & Manual Tools

Chatbots can’t populate official ACORD forms, slice standalone CG 20 10 / 20 37 endorsement pages, or send certificates from your agency’s real email address.

✓Insure Assist AI Team

Marcus drafts compliant Box 101 wording, attaches the exact sliced endorsement PDFs, and sends directly from your agency’s Microsoft 365 or Google Workspace mailbox.

Page-Verified E&O Defense

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Every Limit & Endorsement Links to the Exact Carrier Page

✕Generic Chatbots & Manual Tools

Typing prompts into a generic chat box leaves your staff guessing whether an answer was hallucinated, creating serious E&O exposure for your agency.

✓Insure Assist AI Team

Every limit, deductible, and endorsement code is pinned to the exact page number of the carrier PDF so your team can verify and approve coverage in one click.

Compare against Certificate Hero, TrustLayer, Simply Easier ACORD & Offshore BPOsarrow_forward

Scale your intelligence

Straightforward tier pricing that scales automatically with your brokerage's growth. Choose a plan and pay only for overage when you need it.

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Insure Assist Beta Launch

100% Free Access

Both Basic and Pro plans are currently $0 / FREE during our platform beta release. Experience full AI certificate and policy automation with zero subscription fees.