The 2026 Advisory Standard

Scale Your Agency With Intelligence.

Stop losing hours to manual labor. Use AI to audit policies, compare markets, and handle client intake 24/7.

400+
Agencies Trust Us
2.4s
Avg Parse Time
99.8%
OCR Accuracy
SOC2
Compliant

Integrates with your stack

Applied Epic
Vertafore
HawkSoft
DocuSign
Salesforce
Azure
INTELLIGENCE SUITE

Eight Powerful Tools, One Platform

Explore each feature in detail. See exactly how Xassure transforms your agency operations.

Save 20+ hrs/week

AI Receptionist

24/7 Intelligent Voice Agent

Never miss a lead or leave a claimant waitingβ€”even after hours. Our AI handles client intake, FNOL claims, and quote requests around the clock.

  • Automated FNOL claims filing with verified policy lookup
  • Quote request data collection sent directly to your queue
  • Intelligent call routing based on inquiry type
  • Real-time transcription and summary generation
Business Impact

Capture 40% more leads and reduce response time from hours to seconds.

xassure.co/ai-receptionist
AI Receptionist Active
24/7

πŸ“ž Recent Calls

New Quote Request2 min ago

Commercial auto for landscaping business. Data captured & sent to queue.

FNOL - Auto Claim15 min ago

Vehicle collision, no injuries. Policy #AUT-7823 verified. Claim filed.

Billing Inquiry1 hr ago

Routed to billing dept. Callback scheduled for 2:00 PM.

127

Calls Today

94%

Resolved

1:23

Avg Duration

3 hrs β†’ 2 min

Quote Comparison

Side-by-Side Market Analysis

Automatically normalize multiple carrier quote PDFs into a strategic comparison grid. Instantly see which carrier wins in each coverage category.

  • Automatic normalization across carrier formats
  • Premium allocation detection per coverage line
  • Category 'Winner' indicators with confidence scores
  • AI-generated recommendation with rationale
Business Impact

Turn 3 hours of spreadsheeting into a 2-minute review.

xassure.co/quote-comparison

Recommended: Liberty Mutual

Best overall value with 92% confidence

CoverageLibertyHartfordTravelers
General Liability$4,200 πŸ†$4,850$5,100
Property$2,800$2,400 πŸ†$2,750
Cyber Liability$1,200$1,500$980 πŸ†
Total Premium$8,200$8,750$8,830

Policy Compare

Visual Delta Detection

Instantly detect differences between a source policy and a new renewal or quote. Show clients exactly what changed with visual proof.

  • Side-by-side limit and deductible tracking
  • Endorsement addition and removal alerts
  • Coverage expansion vs. reduction indicators
  • Exportable comparison reports for clients
Business Impact

Prove the value of a renewal with visual proof of coverage gains.

xassure.co/policy-compare

Policy Comparison

5 improvements2 reductions
GL Limit
$1M$2M
Deductible
$2,500$1,000
Cyber Coverage
IncludedExcluded
+ Hired Auto
NEW ENDORSEMENT

Gap Analysis

Industry-Standard Coverage Scanning

Deep-scan existing policies to identify missing coverages required for the client's specific risk profile and industry benchmarks.

  • Industry-specific coverage requirement scanning
  • Contract requirement matching for commercial clients
  • Revenue-generating cross-sell opportunity alerts
  • Adequacy scoring against peer benchmarks
Business Impact

Identify high-margin cross-sell opportunities in your existing book.

xassure.co/gap-analysis

Adequacy Score

67/100

2

Critical

3

High

2

Medium

Missing Cyber Liability

Industry standard: $1M coverage for tech businesses

EPLI Limit Below Benchmark

Current: $100K | Recommended: $500K

General Liability βœ“

Exceeds industry benchmark by 20%

Post-Bind Auditor

E&O Protection Layer

Verify that the issued policy matches exactly what you bound for the client. Catch 'Underwriter Creep' before it becomes an E&O claim.

  • Automatic binder-to-policy deviation detection
  • Restrictive wording and exclusion alerts
  • Risk scoring based on deviation severity
  • Auto-generated dispute letters for carriers
Business Impact

Prevent E&O claims by catching hidden exclusions before the client does.

xassure.co/post-bind

HIGH RISK

4 deviations found

78

Risk Score

⚠️ Underwriter Creep Detected

DeductibleE&O Risk
Binder: $1,000β†’Policy: $2,500
Equipment BreakdownWarning
Binder: Included→Policy: Excluded

ACORD to CSV

High-Fidelity Data Extraction

Extract data from ACORD 125, 126, 140 and more into structured, CRM-ready formats with 99.8% field accuracy.

  • Azure AI-powered field mapping and extraction
  • Support for all major ACORD form types
  • Batch processing for renewal season
  • Direct export to CSV, Excel, or API integration
Business Impact

Stop re-keying data. Sync your documents with your CRM/AMS instantly.

xassure.co/acord-csv

ACORD 125 Extraction

99.8% Accuracy
FieldValueβœ“
Insured NameAcme Corp LLC
Policy NumberBOP-2024-78923
Effective Date01/15/2025
GL Limit$1,000,000 / $2,000,000

Loss Run Pro

Claims Pattern Intelligence

Analyze chronological claims history to identify patterns, seasonal clusters, and safety improvement opportunities.

  • Claim intensity heatmaps by month and category
  • Frequency vs. Severity analysis
  • AI-generated safety advisory reports
  • Underwriter-ready loss summaries
Business Impact

Negotiate better rates with underwriters using data-backed safety trends.

xassure.co/loss-run

47

Claims

$842K

Incurred

$17.9K

Avg Claim

62%

Loss Ratio

Claim Intensity Heatmap

JanDec

πŸ€– AI Insight

Vehicle claims cluster in Q3. Recommend driver safety training before summer season.

Coverage Intelligence

NAICS-Based Recommendations

Suggest necessary coverages based on NAICS codes and industry benchmarks. Look like a sector expert on every prospecting call.

  • Industry risk modeling based on NAICS classification
  • Benchmark limit data from peer businesses
  • Essential vs. optional coverage recommendations
  • Industry-specific insight generation
Business Impact

Close more deals by demonstrating deep industry expertise.

xassure.co/coverage-intel
NAICS: 722511
Full-Service Restaurants

πŸ“‹ Recommended Coverages

General Liability
$1M/$2M
Liquor Liability
$1M
Workers Compensation
Statutory
Food Spoilage
$25K
Equipment Breakdown
$100K

πŸ’‘ Industry Insight

87% of similar businesses also carry Employment Practices Liability.

E&O Protection Built Into Every Tool
TRUSTED BY AGENCIES

What Agency Leaders Are Saying

"Xassure cut our policy review time from 3 hours to 15 minutes. The gap analysis alone has generated over $200K in new coverage placements this year."
SM
Sarah Mitchell
Principal Β· Mitchell Insurance Group

Enterprise Grade Security

SOC2 Type II Compliant β€’ AES-256 Encryption β€’ HIPAA Ready

AZUREVERTAFOREAPPLIEDSALESFORCE

Explore More X Assure Products

Combine AI tools with human expertise for complete agency intelligence.

Choose human support, self-service AI, or both β€” your agency, your way.

Product 1 of 4

Insurance-Trained Virtual Assistants

Expert support across all lines of business

5

Service Lines

50+

Daily Tasks

$45/hr

Saved

1/4
HUMAN POWERED
Insurance-Trained Experts
0

Tasks Completed This Week

Personal Lines

Quote requests
Policy renewals
COI issuance
Endorsements
βœ“ COI Issuedβœ“ Quote Sentβœ“ Renewal Doneβœ“ Claim Filed

Explore Our Complete Suite

From insurance-trained virtual assistants to powerful AI tools β€” discover everything X Assure has to offer for your agency.