How do I add new team members and assign roles in the Team Directory?

Broker Admins can navigate to Team Directory (/team) in the Broker Portal and click

Where do producers configure their Authorized Representative E-Signature?

Each licensed agent configures their signature in My Profile & Preferences (/profile) under the

Can I connect a personal Gmail or Yahoo email address to send certificates?

No. To protect agency security and client confidentiality, Insure Assist AI strictly enforces domain locking. You can only connect authentic business email accounts (Microsoft 365 or Google Workspace) matching your agency\

Do certificates sent from Insure Assist AI show up in my Outlook or Gmail Sent Items?

Yes! When you connect your Microsoft 365 or Google Workspace account, every certificate and policy document dispatched sends directly through your authenticated mailbox. Messages appear immediately in your genuine Sent Items folder, and when certificate holders reply, their responses arrive directly in your regular agency inbox.

How do I configure Brokerage Profile information and Client Portal subdomains?

Broker Admins can open Settings (/settings) → Brokerage Profile to configure agency details including Brokerage Name, General Support Email (required for routing client inquiries), Phone Number, Fax Number, Street Address, City, State, and Postal Code. You can also customize your Client Portal Subdomain (e.g., youragency.insureassistai.com) which policyholders use to log in.

What browsers and devices are supported across the Broker and Client portals?

The Broker Portal and Client Self-Service Portal run on all modern web browsers including Google Chrome, Apple Safari, Microsoft Edge, and Mozilla Firefox. For insured policyholders on mobile, the Client Portal supports Progressive Web App (PWA) installation on iOS (Safari

How does mobile access work across Agent, Broker Admin, and Assistant roles?

Insure Assist AI enforces a clean 3-tier mobile access architecture: (1) Agents (Producers) have full mobile access scoped strictly to their own assigned client book to view limits and download/share COIs on the go without dropdown clutter; (2) Broker Admins have full mobile access to their entire agency directory and high-level metrics; (3) Assistants are restricted to desktop browsers to protect data integrity during complex multi-page policy extractions, limit audits, and endorsement management. If an Assistant signs in on mobile, a branded

Where is the Sign Out button located in the Broker Portal?

The Sign Out button is located permanently at the very bottom of the dark left sidebar, directly below your user profile card. Clicking

What is the Workspace selector at the top of the left sidebar?

The Workspace dropdown is located directly beneath the Insure Assist AI logo at the top of the left sidebar. For brokers and administrators who manage multiple agencies or branches, this selector allows seamless switching between tenant workspaces. Selecting an agency dynamically loads and isolates that specific brokerage\

How does the "Agent View" (Producer Scope) selector work?

The Agent View dropdown is located in the left sidebar directly beneath the Workspace menu. It allows Broker Admins and Assistants to switch their operational view between

What tools are available in the sidebar Help menu?

The Help menu, accessed via the question mark icon in the upper-right corner of the sidebar header, provides one-click access to the Insure Assist Documentation & Guides, the searchable FAQ database, customer support email, and the ability to launch the interactive live Concierge Guided Tour across your active screen.

What commercial lines of business (LOBs) does the policy extraction engine support?

Insure Assist AI natively ingests and manages the four primary commercial lines required for certificate operations: Commercial General Liability (CGL), Commercial Automobile, Umbrella / Excess Liability, and Workers\

How do I inspect and edit extracted policy limits in the Broker Portal?

When a commercial declaration PDF is uploaded in the Policies tab, the AI extracts policy numbers, effective dates, carrier details, and numeric limits into the corresponding line of business card. Clicking

What safety locks prevent accidental issuance of invalid or expired certificates?

To protect against Errors & Omissions (E&O), Insure Assist AI enforces automated pre-flight checks before an ACORD 25 can be generated: (1) No expired policies, (2) Baseline Description of Operations confirmed in ACORD Settings, (3) An active Agent assigned in Client Setup, and (4) An authorized E-Signature saved on the assigned agent\

Why does the system show "Baseline ACORD Settings Pending Confirmation"?

When new policies or limit changes are approved, the client\

Can Insure Assist AI handle large, multi-page commercial policy packages?

Yes. Insure Assist AI is purpose-built to handle large, complex commercial policy documents and multi-line packages. PDF packages stream directly to encrypted secure cloud storage buckets with AES-256 encryption. This architecture eliminates gateway timeouts and serverless payload bottlenecks, allowing brokers to upload complete carrier policy packages, including state endorsements, policy jackets, and declaration schedules, without manually splitting pages.

How does Becky resolve conflicting language between base policy forms and endorsements?

Becky enforces strict contract law priority: Endorsements & Riders supersede Declarations Schedules, which supersede Standard Coverage Forms, which supersede Base Policy Jackets. When an endorsement (such as ISO CG 21 49 Total Pollution Exclusion) deletes or replaces language from the base coverage form (like Section I Paragraph 2.f), Becky invalidates the base jacket exception and evaluates only the operative endorsement terms.

Why is naive vector search (Vector RAG) dangerous for commercial insurance policy analysis?

Generic AI chatbots rely on keyword search, which cuts PDFs into small fragments and searches based on superficial word matching. In commercial insurance, this creates serious E&O liabilities: it misses endorsement overrides (the

How do I verify Becky's deep policy answers against original carrier documents?

Every deep policy and endorsement analysis provided by Becky includes an interactive citation badge detailing the exact ISO form number, edition date, and original document page range. Clicking the citation opens the exact pre-sliced endorsement or declaration page in a slide-over preview drawer with the operative language highlighted for immediate visual verification.

How does the 3-Tier Description of Operations hierarchy work?

Insure Assist AI organizes Box 31 / Box 101 remarks into a clean 3-tier hierarchy: Tier 1 is the Client Account Baseline (Client.masterDescription) covering permanent blanket terms (GL, Auto, Umbrella, Workers\

How do I add a certificate holder from a prior COI or email request?

The Single Add Certificate Holder Drawer supports three intake modes: (1) Prior COI Ingestion (Becky\

How fast are ACORD 25 certificates generated in the portal?

Once client policies and master descriptions are approved, generating an ACORD 25 PDF takes under 2 seconds. In the Certificate Holders tab, click

How are Additional Insured (ADDL INSD) and Waiver of Subrogation (SUBR WVD) applied?

When configuring a Certificate Holder, toggle the ADDL INSD and SUBR WVD checkboxes across applicable lines (General Liability, Auto, Umbrella, Workers\

How do I import certificate holders from historical ACORD documents in bulk?

In the Certificate Holders tab, click

How does the Import Wizard handle historical certificate descriptions in bulk?

When processing historical ACORD PDFs in bulk, the Import Wizard applies intelligent Box 101 triage: certificates with standard or blank descriptions automatically inherit the verified client baseline and are marked as pre-approved (APPROVED), eliminating notification fatigue. Historical certificates with custom wording or unique clauses are merged on top of the client baseline and flagged with an

How does ACORD 28 (Evidence of Commercial Property) generation work?

Insure Assist AI provides full-stack support for ACORD 28 (Evidence of Commercial Property) alongside ACORD 25. When adding a certificate holder or reviewing a request, select the ACORD 28 form type. The engine maps commercial property and builders risk schedules, including Building Limits, Business Personal Property (BPP), Business Income / Extra Expense, Causes of Loss (Special, Broad, Basic), and specific loan/lease reference numbers, while checking Mortgagee, Loss Payee, or Additional Insured interest boxes. Generated ACORD 28 PDFs feature dynamic font sizing, address coordinate protection, and isolated property remarks.

How does the Deficit-to-Endorsement Upsell Engine turn compliance failures into revenue?

When a certificate holder contract requirement fails because your client\

How does Insure Assist AI handle mid-term policy change endorsements (ISO IL 12 01)?

When an endorsement dec page is uploaded for an existing policy term (such as ISO IL 12 01 Policy Change), the AI recognizes matching carrier policy numbers and performs an in-place limit merge rather than generating a duplicate policy record. It updates amended coverages, appends newly scheduled forms, and refreshes the client\

Why do carriers omit endorsement pages on renewal packets and how does Insure Assist AI handle it?

Commercial carriers routinely issue renewal packets listing standing forms on the Schedule of Forms and Endorsements without physically reprinting the multi-page endorsement documents if already delivered on the initial term. Insure Assist AI automatically detects this, matches the predecessor policy term under the same carrier NAIC code, clones the verified PDF slices from encrypted cloud storage, and preserves all blanket and specific certificate holder linkages seamlessly.

How do the "Primary" and "Amendment" status badges work in the Endorsements Manager, and where are renewal rollovers confirmed?

In the Endorsements table, each attached form displays a green

How does In-The-Rears Loading work when uploading historical policies after an active renewal?

When onboarding a client with their active renewal first, forms with omitted pages are initially marked MISSING. When you later upload the prior-year historical policy, Becky performs Retroactive Backfill: she scans the active renewal for missing forms, extracts the physical pages from the newly uploaded prior term, attaches them directly to the active policy, and turns Auto-Bundling back on in real time.

How does Safe Pruning Protection prevent historical policies from overwriting active coverage?

Safe Pruning Protection is an architectural safety guard that compares effective and expiration dates across terms. When a historical policy is uploaded, Becky identifies it as an expired predecessor, ensuring active renewal limits, policy numbers, and bound status are never overwritten or pruned.

How does Becky protect against cross-carrier form contamination on carrier switches?

When an account moves to a new carrier (detected via NAIC code changes), Becky updates the active policy to the new insurer and explicitly alerts the broker that prior-carrier endorsement forms were cleared and NOT carried forward onto the new policy. This prevents issuing certificates with another insurer\

How does "Update & Confirm All" work for certificate holders with unconfirmed descriptions?

When importing historical certificates or scheduled endorsement rosters, multiple holders may be flagged with

How does Background Holder Re-Alignment work during policy renewal season?

When policies renew or baseline wording changes, brokers can re-align 50 to 300+ certificate holders in one operation via the Realign Holders Modal. Processing runs asynchronously in the background via our Job Queue architecture so your browser never locks up. Producers can use the live search filter to inspect descriptions, view an expandable Box 101 preview, and receive an instant notification in the in-app Notification Center once all holders are re-verified and ready for batch dispatch.

What is the difference between Auto-Bundle for ACORD 25 vs. ACORD 28?

In the Policies tab, each registered endorsement form features granular dual auto-bundle controls: (1)

Can I add project-specific wording or job numbers for individual holders?

Yes. When adding or editing a Certificate Holder, you can provide custom text in the Description Override field. This wording is appended to the client\

How does the Policy Compliance Audit card in the Edit Certificate Holder drawer verify active coverage?

When you click Edit on any certificate holder, the slide-over workstation displays the Policy Compliance Audit card. Becky audits the entity against bound policies across 5 essential checks: (1) Blanket Additional Insured Grants, (2) Subcontractor Work Exclusion (CG 22 94), (3) Residential Construction Exclusion (ILE 0502), (4) Commercial Auto & Umbrella Alignment, and (5) Box 101 Description of Operations Confirmed. The drawer also includes an Active Status toggle to pause certificate dispatches without deleting historical records, Standing Insurance Minimums to enforce vendor thresholds across terms, and 1-click Merge or Delete tools.

What is the difference between the Project Certificates drawer and the COI Request Details workstation?

Insure Assist AI organizes job-specific certificates through a two-tier workstation: (1) Project Certificates List Drawer: Accessed by clicking the project count badge (such as

How do policyholders access the Client Self-Service Portal without passwords?

Clients log in password-free using secure Magic Links. The insured navigates to your agency\

How do clients install the mobile Progressive Web App (PWA) on iPhone or Android?

When visiting the Client Portal on mobile, a prompt offers PWA installation: On iPhone (Safari), tap the Share icon and select

What capabilities do policyholders have inside the self-service portal?

Insureds can view approved policy numbers, carrier details, and effective dates; download active ACORD 25 liability certificates and ACORD 28 property evidence; submit new certificate requests with form-specific fields (such as loan/lease numbers and property addresses for lenders); view certificate request history; and use the one-touch Agent Drawer to call or email their dedicated broker.

How does Insure Assist enforce multi-tenant data isolation between agencies?

Insure Assist AI implements multi-tenant isolation at both the application and database layers. Every API request performs Broken Object Level Authorization (BOLA) validation against the user\

What encryption standards protect our agency policies and client documents?

All network traffic is encrypted in transit using TLS 1.3 with strict HTTPS enforcement. All database records, policy PDF binaries, and certificate archives stored in Google Cloud Platform (GCP) are encrypted at rest using AES-256 with Google-managed cryptographic keys.

Are our agency policies or client records used to train public AI models?

No. AI document parsing and OCR extraction execute in stateless, isolated compute environments. Your policy documents, limits, and client PII are never retained for model training or shared with third-party foundation model providers.

What are the subscription plans and how do Unified Credits work?

Insure Assist AI offers three transparent monthly agency plans in Usage & Billing (/usage): Basic at $149/month (100 Unified Credits, $1.00/credit overage), Pro at $299/month (400 Unified Credits, $0.75/credit overage), and Enterprise at $399/month (800 Unified Credits, $0.50/credit overage), with the First Month Free on both Basic and Pro. Unified Credits power AI operations such as multi-page commercial policy ingestion (1.25 credits) and ACORD certificate generation (0.83 credits), while routine viewing, manual edits, and re-downloading existing certificates are free.

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Frequently Asked Questions

Everything you need to know about our automated operations layer, compliance architecture, and agency workflows.

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Our insurance engineering team is available to assist with custom carrier form parsing, complex dec sheets, and agency team setup.

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