Built for independent agents
Grow your book of business
Insurance software is stuck in 2005. You’re paying for bloated tools built for big brokerages — and using maybe 10% of what they offer.
14-day free trial · No credit card · Set up in 5 minutes
Insurance software wasn’t built for you
The CRMs on the market were designed for brokerages with 50 employees, then repackaged for agencies with four. They’re complicated, expensive, and full of features you’ll never touch.
Cluttered interfaces that slow you down
Per-seat pricing that punishes growth
"Enterprise" features you'll never use
Renewal tracking buried three menus deep
You didn’t go independent to wrestle software
You became an independent agent to build something of your own. To serve your clients your way. Not to spend your mornings fighting dashboards while renewals slip and cross-sell opportunities disappear.
AgentAssistHub gets out of your way and helps you do the work that actually grows your book — follow-ups, renewals, cross-sells, and keeping every client covered.
Renewal pipeline
Never miss a renewal
Escalating scan watches every policy at 90, 60, and 30 days out. AI-generated renewal prep briefs give you talking points, coverage gaps, and carrier intel — before the call.
- Automatic renewal pipeline with smart due dates
- AI prep briefs with talking points and carrier intel
- Escalating tasks so nothing slips through
Cross-sell & pipeline
Find money in your existing book
Surface cross-sell opportunities hiding in your customer data. See what coverage each client is missing and turn existing relationships into new policies.
- Cross-sell opportunity detection across your book
- Coverage gap analysis per customer
- One-click quote intake from any opportunity
AI built into every plan
AI that actually helps
Not a chatbot. Not a gimmick. AI that reads your book, understands your clients, and surfaces what you need to know — before you ask.
Daily Briefing
Prioritized by revenue at risk. Know what matters before your first call.
Note Enhancement
Write a quick note, AI fills in the details and tags the right policies.
Customer Intelligence
Coverage gaps, renewal risks, and action items for every client.
Renewal Prep
Talking points, carrier intel, and loss history before every conversation.
Your whole agency, one place
No more toggling between three systems to get through your morning.
You know what your current
software costs. Compare it.
Simple pricing. AI included on every plan. No per-seat gotchas.
| AgentAssistHub | Momentum* | InsuredMine | AMS360* | |
|---|---|---|---|---|
| 1 user | $79/mo | $169/mo | $89/mo | ~$374/mo |
| 3 users | $199/mo | $214/mo | $267/mo | ~$572/mo |
| 5+ users | $399/mo flat | $304+/mo | $445+/mo | ~$770+/mo |
| Setup fee | None | None | None | $8,000+ |
| AI included | Every plan | Add-on | Add-on | No |
*Momentum pricing based on Professional plan ($169 + $45/user). AI automation is an additional $99+/mo. AMS360 pricing based on reported agency costs ($99/user + $275/mo agency fee). Actual pricing varies by contract.
Solo
For agents working their book
- 1 user
- 200 AI actions / month
- All core features
- Renewal pipeline
- Cross-sell detection
- COI generation
Team
For small agencies growing together
- Up to 3 users
- 500 AI actions / month
- Everything in Solo
- Team task assignment
- CSR role support
- Shared pipeline views
Agency
For agencies ready to scale
- Unlimited users
- 2,000 AI actions / month
- Everything in Team
- No per-seat pricing
- Priority support
- Custom task workflows
AI overage: $5 per 100 actions. All plans include a 14-day free trial.
Try it for two weeks.
If it doesn’t save you time by Friday, cancel. No hard feelings.
No credit card required