Insurance agency software: Growth as a Service for independent agencies
Give your customers 24/7 self-service on your own website, and give your agents one secure place to approve, track and follow up. Built by smilesys and running in a live Texas agency today.
Everything your customers ask for, without the phone tag
Guided website chat
A friendly assistant on your site for quotes, certificates, documents and booking, with no scripts to maintain.
Certificate of insurance requests
Business customers request a COI any time. Each request reaches an agent for approval, and the approved certificate is emailed back.
Secure policy documents
Encrypted storage, one-time download links and new-device verification. The primary contact is notified on every download.
AI coverage summaries
Plain-English "explain my coverage" summaries drafted by AI. An agent reviews each one before any customer sees it.
Renewal & service alerts
A service-alerts dashboard that matches carrier renewals and to-dos to your book, so nothing slips.
Email campaigns
Send to prospects with open and click tracking, one-click unsubscribe and conversions tied back to quote forms.
Households & businesses
Personal-lines households and commercial accounts in one place. One email can reach several accounts.
Carrier-neutral
Works with every carrier you write, not just one. Policies, terms and premiums all live in a single view.
Agency admin console
Approvals, documents, imports, campaigns and an audit trail of every sign-in and action.
Built for sensitive customer data
- AES-256 encryption for stored policy documents
- Admin sign-in by email link plus authenticator-app two-factor, with backup codes
- Customer sign-in links that work once, plus a check on each new device
- No full SSNs, driver's license numbers or tax IDs stored on the site
- Rate limits, security alerts and a full audit log
- Agent approval on every certificate and AI summary
Holder: property manager · General liability + Auto
Homeowners policy · draft ready
Set up around the agency you already run
Connect
We add ASIS for U to your existing website under your brand and domain.
Load your book
Customers, policies and documents are imported from your agency exports.
Go live
Customers sign in with their email. Your team approves from the admin console.
Grow
Use alerts, AI summaries and campaigns to retain customers and win new ones.
smilesys is a software company, not an insurance agency or carrier. Agencies using ASIS for U™ stay responsible for their insurance advice, certificates and licensing.
See ASIS for U™ with your own agency's workflow
We'll walk you through the customer chat and the agent console, and talk about your carriers and book.