| AAgencyBlocAgencyBloc | Agency tools | Health, Medicare, group benefits and life agencies and uplines that need compliance workflows and commissions in the same system. | Quote only | SOC 2 Type II | Oct 21, 2026 |
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 Applied EpicApplied Systems | Agency tools | Mid-to-large agencies and brokerages who need the most widely supported AMS with the deepest carrier connectivity and growing AI capabilities | Quote only | SOC 2 Type II | Oct 21, 2026 |
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 Bold PenguinBold Penguin | Agency tools | Independent agents writing small commercial who want access to multiple carrier markets without maintaining individual carrier appointments | From $199 | SOC 2 unverified | Feb 24, 2026 |
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 ChatGPTOpenAI | AI copilots | Professionals needing a versatile AI assistant for drafting, analysis, and research | Free to start | SOC 2 Type II | Oct 21, 2026 |
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 ClaudeAnthropic | AI copilots | Insurance professionals who analyze long policy documents and need consistent, structured output | Free to start | SOC 2 unverified | Oct 21, 2026 |
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 ClearcoverClearcover | Underwriting | Clean-record personal auto buyers in Clearcover's operating states who want lower premiums and are comfortable managing their policy entirely through a mobile app | Quote only | SOC 2 unverified | Feb 24, 2026 |
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 CytoraCytora | Underwriting | Commercial insurers, MGAs and wholesale brokers that want to control how submissions are digitized and routed across lines of business. | Quote only | SOC 2 unverified | Oct 21, 2026 |
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 DocsumoDocsumo | Document intelligence | Insurance and financial operations teams that want pre-trained models for common forms such as ACORD certificates and applications, with review workflows, without building extraction logic themselves. | Quote only | SOC 2 Type II | Oct 21, 2026 |
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 EZLynxEZLynx (Applied Systems) | Agency tools | Independent agencies writing personal lines who need the broadest carrier connectivity for real-time comparative rating without enterprise pricing commitments | Quote only | SOC 2 Type II | Oct 21, 2026 |
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 Google GeminiGoogle (Alphabet) | AI copilots | Insurance professionals needing multimodal analysis or extremely long document processing | Free to start | SOC 2 unverified | Oct 21, 2026 |
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 HawkSoftHawkSoft | Agency tools | Small agencies (1-15 staff) who prioritize ease of use and vendor support over feature depth and enterprise integration capabilities | From $99 | SOC 2 unverified | Oct 21, 2026 |
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 InsuredMineInsuredMine | Agency tools | Small-to-mid independent agencies who need a dedicated insurance CRM without paying enterprise AMS pricing for marketing and pipeline features | From $106 | SOC 2 Type II | Oct 21, 2026 |
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 Microsoft CopilotMicrosoft | AI copilots | Insurance teams on Microsoft 365 who want AI embedded in Word, Excel, Outlook, and Teams | Free to start | SOC 2 unverified | Oct 21, 2026 |
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 NanonetsNanonets | Document intelligence | Mid-size agencies and TPAs who need extraction and workflow automation without developer resources, particularly for standard document types | From $100 | SOC 2 unverified | Oct 21, 2026 |
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| NNowCertsNowCerts, LLC | Agency tools | Small and mid-size independent agencies that want an AMS with published pricing and a free start. | From $99 | SOC 2 unverified | Oct 21, 2026 |
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 ReductoReducto | Document intelligence | Engineering teams processing complex insurance documents (SOVs, bordereaux, multi-page loss runs) where table extraction accuracy is critical | Free to start | SOC 2 unverified | Oct 21, 2026 |
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| SFSalesforce Financial Services CloudSalesforce | Agency tools | Large brokerages with Salesforce skills or a systems integrator that want a configurable CRM and producer-management layer. | From $325 | SOC 2 unverified | Oct 21, 2026 |
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 SensibleSensible | Document intelligence | Engineering, product and operations teams at MGAs, carriers, brokers and insurtechs that process varied insurance documents and want extraction logic they own and can audit. | From $499 | SOC 2 Type II | Oct 21, 2026 |
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 Vertafore AMS360Vertafore | Agency tools | Mid-market agencies who want an all-in-one platform covering AMS, comparative rating, CRM, and producer compliance under a single vendor | Quote only | SOC 2 unverified | Oct 21, 2026 |
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| ZCZoho CRMZoho | Agency tools | Small agencies and teams with a technical owner who want a cheap, flexible CRM and are willing to configure it. | Free to start | SOC 2 unverified | Oct 21, 2026 |
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