AI receptionist & phone
SUPERAGENT
AI workforce for agencies: answers after-hours calls, works aged leads and cuts quote data entry.
AI tools that work with your AMS
62 AI tools for insurance agencies. Pick HawkSoft, EZLynx, AMS360, Applied Epic, QQCatalyst, Momentum, AgencyZoom and more to see only the tools with a verified integration, each linked to its source.
Your AMS
Category
62 tools
AI receptionist & phone
AgentZap
AI receptionist that answers calls 24/7, books appointments and pushes notes to your AMS.
AI receptionist & phone
Lightspeed Voice
AI-powered business phone system with call summaries (NOVA AI), call pop and CRM/AMS logging.
Email & marketing
PathwayPort
Marketing automation, forms and BPA for insurance agencies and brokers.
AI receptionist & phone
PolicyLift
Voice and chat AI for independent agencies covering lead intake to bind.
Email & marketing
ClientCircle (Rocket Referrals)
Marketing automation, referrals, reviews and retention for agencies (formerly Rocket Referrals).
CRM with AI
InsuredMine
Insurance CRM with AI, sales pipelines, automation and a client portal.
Document & loss-run processing
Sembley
Fills ACORDs, supplements, carrier portals and client intakes faster.
AI receptionist & phone
Sonant
AI receptionist built for insurance agencies that answers calls 24/7 and logs them to your AMS.
Email & marketing
Birdeye
AI reviews, listings and messaging platform for multi-location businesses.
AI receptionist & phone
Bridge
Insurance-focused VoIP, texting and communication platform with AI features (Magellan tier).
Service & chat
Native Base
Done-for-you workflow automation for independent agencies, for one flat monthly fee.
Service & chat
ReFocus AI
Uses AMS and CRM data to flag clients at risk and drive proactive retention outreach.
CRM with AI
Broker Buddha AI
AI operating system for P&C agencies: data capture, ACORD forms, pipelines and e-sign.
Quoting
Canopy Connect
Clients share their current policy data in seconds so you can quote faster.
Service & chat
Insurance Agent App
Client self-service app: ID cards, COIs, policy info and service requests.
Document & loss-run processing
Certificial
Smart COI platform with real-time policy monitoring.
Document & loss-run processing
Cooper
AI coworker for commercial teams: ACORDs, submissions, quote comparison, loss runs and COIs.
Call & meeting notetaker
CustomerIQ
AI call and email assistant that writes notes, tasks and follow-ups into your AMS/CRM.
AI receptionist & phone
Gail
AI agents for voice, SMS, email and chat that handle insurance calls, COIs and after-hours service.
Quoting
Quotamation
Home and auto quoting/rater software with quote-from-documents AI.
Quoting
RiskAdvisor
Smart quote forms that collect clean prospect data and push it into your AMS.
AI receptionist & phone
Voksha
Low-cost AI receptionist that answers every call 24/7 and sends a summary.
AI receptionist & phone
Vonix
VoIP, texting and AI call intelligence: every call transcribed, scored and summarized.
Service & chat
Cara
AI for agency sales and service workflows that reads and writes data across your systems.
Email & marketing
Levitate
Relationship marketing platform using AI to write personal client emails.
AI receptionist & phone
Liberate
Enterprise voice AI agents that automate insurance service, claims and sales calls.
Quoting
SALT
Custom-branded digital insurance application so prospects can request home and auto quotes online.
Quoting
Tarmika
Single-entry commercial quoting across multiple carriers.
Email & marketing
Agency Revolution (Fuse)
Marketing automation, websites and email for insurance agencies.
Quoting
b atomic
Automated remarketing and endorsement platform with branded proposals.
AI receptionist & phone
Brilo AI
AI call center agents that answer, qualify and route calls 24/7.
Document & loss-run processing
Docsumo
Document AI that extracts and checks data from ACORD forms and other documents.
Document & loss-run processing
Exdion
AI policy checking and document processing for agencies.
Quoting
Gaya
Super Copy & Super Paste browser extension that autofills carrier portals, raters and AMS screens.
Quoting
ITC TurboRater (Zywave)
Comparative rater for personal lines quoting.
AI receptionist & phone
seeb.ai
Custom AI virtual receptionist and front-office agent with two-way handoff to your team.
Quoting
Semsee
Commercial lines multi-carrier quoting platform for small business insurance.
AI receptionist & phone
Strada
Enterprise phone, email and chat AI agents for insurance carriers and brokers.
Email & marketing
Agency Marketing Machine
Done-for-you websites, social, SEO, email, reviews and referrals for agencies.
CRM with AI
Agent CRM
AI-powered all-in-one CRM for insurance agents (calling, texting, funnels, AgentAI).
Service & chat
assistents.ai
Enterprise agentic AI platform that runs governed agents across your systems.
Quoting
Bold Penguin
DeX ai reads commercial submissions, prices them and matches them to markets.
Lead follow-up
Bonzo
Conversation software for texting and calling leads at scale with automation.
Document & loss-run processing
CogniSure
AI submission intake that turns submission documents and loss runs into structured data.
Quoting
CoverForce
Generate, compare and bind commercial quotes from leading carriers through one platform.
CRM with AI
CovioIQ
CRM for Canadian insurance brokers with renewal pipeline and churn-risk scores.
Call & meeting notetaker
Fathom
AI notetaker that records, transcribes and summarizes Zoom, Meet and Teams calls.
Call & meeting notetaker
Fireflies.ai
AI meeting notetaker with searchable transcripts, summaries and CRM updates.
Service & chat
GloveBox
Branded client app for policy access, service requests and quote requests.
Service & chat
Indemn
AI agents for intake, quoting, service and renewals.
Document & loss-run processing
Nanonets
AI agents for document data processing, including claims.
Call & meeting notetaker
Otter.ai
Real-time meeting transcription, summaries and action items.
Document & loss-run processing
Patra
AI agents plus human experts for insurance operations, with E&O protection.
Lead follow-up
Podium
AI lead capture, texting and review management.
Document & loss-run processing
Quandri
AI automation for high-volume agency work such as renewals and policy checking.
Lead follow-up
Ringy
CRM and power dialer with an AI add-on for working insurance leads.
Email & marketing
Runable
General AI agent that builds sites, ads and content end to end.
Document & loss-run processing
Sensible
AI plus rules-based document extraction for messy PDFs like loss runs.
AI receptionist & phone
Smith.ai
AI receptionist with optional live North America-based agents for call answering and intake.
CRM with AI
unLocked CRM
AI CRM for insurance agents that you can drive from ChatGPT, Claude, Grok or Gemini.
Lead follow-up
Verse.ai
AI agents and texting that reply to new leads in seconds and qualify them.
Learn the AI flows that go with these tools in AI for Insurance Professionals, with weekly live workshops on real agency work.
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