Support

Last updated October 23, 2026

Getting started

Run setup once (each step has Skip for now). The dashboard tour opens the first time; reopen it from How it works.

Something not working?

Close the Call Assist window and open it again from the desktop shortcut.
Open Check that everything works.
Carrier page changed? Tell us which carrier and which page.

How do I download Call Assist?

Sales open Nov 1. After that, start your free trial on callassistlive.com, then check your welcome email and click Download. Run CallAssistSetup.exe (Windows only for now). If Windows shows "Windows protected your PC", click More info, then Run anyway. Agency agents: use the invite email from your agency owner instead. Already using Call Assist? Click Update now in the app to get the newest version.

How fast are quotes?

*Typical time after the client's required details are entered and the carrier login is active. Times vary by carrier and connection.

Contact us

Email: [email protected]
Support is by email. We reply within 2 business days (Monday to Friday, Central Time).

Cancel your plan

You can cancel anytime. To cancel, email [email protected]. Include your account email.

What to include

Your account email and the Call Assist version (on the About page).
What you clicked, what happened, and which carrier/page.
A screenshot helps, with client details covered.

Never email SSNs, driver's license, bank numbers, passwords, or client health or personal details.

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