Win more books. Let us build the machine behind you.
Your job is placing coverage and serving clients. Ours is the website, RFP responses, proposals, industry content, campaigns, and client comms — everything it takes to grow, for one flat monthly rate.
Brokers win on trust, positioning, and execution
The brokerages that grow show up with polished proposals, industry-specific content, and consistent client touches. Assist becomes the team behind all of it — so producers spend their time selling, not making slides.
Sound familiar?
The challenges we take off your plate
If any of these hit home, you're exactly who Assist was built for.
✕Proposals and RFPs eat producer hours.
With Assist: We design branded proposal templates and turn around custom proposals fast, freeing producers to sell.
✕Marketing to niche industries takes expertise you don't have in-house.
With Assist: We build vertical-specific content, ads, and campaigns that position you as the specialist.
✕Client communication and renewals are inconsistent.
With Assist: We produce renewal packets, benefits communications, and quarterly touches that boost retention.
✕In-house marketing is expensive and slow.
With Assist: Get a full team faster and cheaper — with no hiring or management overhead.
Exactly how Assist helps
One dedicated team handling everything around your work — so you can focus on what only you can do.
Brokerage website
A polished site with niche pages, case studies, and producer bios.
Proposals & RFPs
Branded proposal templates and custom design/copy support for major opportunities.
Vertical marketing
Industry-specific content, guides, and campaigns for target verticals.
Client communications
Renewal packets, benefits comms, and quarterly client updates.
Paid ads & LinkedIn
Targeted campaigns to decision-makers in your target verticals.
Branding & print
Presentations, one-pagers, and event materials that look premium.
What you get back
The real cost isn't just money — it's your time and focus. Here's what Assist gives back.
than hiring in-house or juggling freelancers to support insurance brokers
handed back by delegating the work instead of doing it yourself
from idea to done — across every service you need
Everything handled, under one simple plan
The All-Access Plan makes Assist your on-demand team for everything insurance brokers need — websites, design, marketing, content, social, admin, and more — for one flat monthly rate. Use it as much or as little as you need; everything is simply there the moment it comes up, and you never pay for services you don't use.
- Every service included — no per-project fees
- One dedicated team, one point of contact
- Unlimited requests, with revisions included
- One flat rate — cancel, pause, or scale anytime
Choose how you'd like to pay — prepay and save
All-Access Plan
Everything Assist offers, available whenever you need it.
Billed $995 monthly. Prepay above to lock in a lower rate.
- Access to everything Assist offers — use what you need
- Unlimited requests
- Social media, websites & creative — on demand
- Marketing, strategy & consulting whenever it comes up
- One flat rate — never pay for what you don't use
- Cancel anytime
Custom
Dedicated capacity, shaped around you.
Have heavy or time-sensitive workloads? We'll dedicate additional resources to your account.
- Dedicated capacity for higher throughput
- Faster turnaround at scale
- Dedicated account management
- Tailored scope built around your goals
- Priority support
Frequently asked questions
How does Assist work for insurance brokers?+
You tell us what you need in plain English and our team handles it end-to-end — from strategy to execution. Everything is covered by one flat monthly All-Access Plan, so there are no per-project quotes or surprise invoices.
How quickly can we get started?+
Most people are up and running within a few business days. Once we understand your goals, we share a clear plan and get straight to work.
How do revisions and feedback work?+
Revisions are included. Just share your feedback and we turn it around quickly — no back-and-forth and no extra invoices.
Is there a long-term contract?+
No. The plan is month-to-month by default, so you can scale up, scale down, or pause anytime. Prepay terms simply lock in a lower rate.
Will I own everything you create?+
Yes. You retain full ownership of all deliverables, files, and any accounts or platforms we work in on your behalf.