Agency management and CRM · Agency CRM / sales automation
AgencyZoom
Sales pipeline + automated follow-up CRM built for P&C agencies
Essential $149/mo; Growth $199/mo; Pro $349/mo
View pricing (opens in a new tab)↗Browse AI tools
Search and filter every AI tool in the AgentStack AI directory by category and line of business. Open a category or a line of business for a focused list.
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Quoting and rating · Commercial quoting
Bind AI
AI workforce for commercial quote-to-bind work from the inbox
Essentials from $500/mo; Premium from $750/mo; Enterprise custom
View pricing (opens in a new tab)↗Document and submission intake · Data intake
Canopy Connect
Consumers share existing policy data with agents in a click
Scratch $100/mo annual; Elevate $250/mo annual; Peak $500/mo annual
View pricing (opens in a new tab)↗General AI assistants · General assistant
ChatGPT
OpenAI general AI assistant
Free; Go $8/mo; Plus $20/mo; Pro from $100/mo; Business from $20/user/mo annual
View pricing (opens in a new tab)↗General AI assistants · General assistant
Claude
Anthropic AI assistant strong with long documents
Free; Pro $20/mo ($17 annual); Max from $100/mo; Team from $20/seat/mo annual
View pricing (opens in a new tab)↗Quoting and rating · Comparative rater / AMS
EZLynx
Personal lines comparative rating and agency management
Contact sales
View pricing (opens in a new tab)↗Voice and receptionists · AI voice receptionist
Sonant AI
AI phone agent for insurance agencies
Contact sales
View pricing (opens in a new tab)↗Medicare and health · Medicare enrollment
SunFire
Medicare plan comparison and enrollment platform
Contact sales
View pricing (opens in a new tab)↗Quoting and rating · Commercial broker workspace
Transurance
Broker workspace where Howard compares quotes and prepares renewals
Business custom pricing; Enterprise custom pricing
View pricing (opens in a new tab)↗Agency management and CRM · Agency analytics
Agency Gauge
AI guidance on retention and cross-sell for AAI agency owners
Not listed
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
Applied Systems
Applied Epic AMS and related agency tools
Contact sales
View pricing (opens in a new tab)↗Quoting and rating · Commercial quoting exchange
Bold Penguin
Small commercial quoting exchange and submission tools
Contact sales
View pricing (opens in a new tab)↗Agency management and CRM · Scheduling
Calendly
Appointment scheduling links
Free; Standard $10/seat/mo; Teams $16/seat/mo; Enterprise from $15k/yr
View pricing (opens in a new tab)↗Marketing and content · Content/design
Canva
Design tool with AI features
Free; Pro US$144/yr; Business US$250/yr per person; Enterprise contact
View pricing (opens in a new tab)↗Quoting and rating · Commercial quoting
CoverForce
Commercial quoting and binding platform with a chat app for submissions
Independent Agency $99/mo after the first 60 days; Startup custom; Enterprise contact sales
View pricing (opens in a new tab)↗ 4/5
AI meeting recorder and summarizer
Free; Premium $16/mo annual ($20 monthly); Team $15/user/mo annual; Business $25/user/mo annual; Enterprise contact
View pricing (opens in a new tab)↗AI notetaker with CRM sync
Free; Pro $10/seat/mo annual; Business $19/seat/mo annual; Enterprise $39/seat/mo
View pricing (opens in a new tab)↗General AI assistants · General assistant
Gemini
Google AI assistant integrated with Workspace
Free; AI Plus $4.99/mo; AI Pro $19.99/mo; Ultra from $99.99/mo
View pricing (opens in a new tab)↗Agency management and CRM · CRM / marketing automation
GoHighLevel
All-in-one CRM with SMS/email funnels and AI agents
Starter $97/mo; Unlimited $297/mo; Pro $497/mo; Enterprise custom
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
HawkSoft
AMS for independent P&C agencies
Contact sales
View pricing (opens in a new tab)↗Document and submission intake · Commercial submissions
Indio
Digital applications and renewals that replace paper commercial submissions
Contact sales
View pricing (opens in a new tab)↗Automation and agents · AI agents
Lindy
No-code AI agent builder for email/scheduling
Free; Team from $49.99/mo
View pricing (opens in a new tab)↗Medicare and health · Medicare CRM/enrollment
MedicareCENTER
Integrity's Medicare agent CRM and quoting/enroll platform
Contact sales
View pricing (opens in a new tab)↗Quoting and rating · Commercial quoting
MGT Quoting
Chat quoting for MGT small-commercial products inside ChatGPT or Claude and the MGT portal
Not listed
View pricing (opens in a new tab)↗General AI assistants · General assistant
Microsoft Copilot
Microsoft AI assistant across M365
Personal $9.99/mo; Family $12.99/mo; Premium $19.99/mo; Pro $99.99/mo
View pricing (opens in a new tab)↗Agency management and CRM · AMS add-on / AI
Momentum AMP
Agency analytics and AI automation layer on top of AMS
Essentials $119/mo; Professional $199/mo; Business $419/mo; Enterprise call us
View pricing (opens in a new tab)↗AI meeting transcription and summaries
Free; Pro $16.99/user/mo; Business $30/user/mo; Enterprise contact
View pricing (opens in a new tab)↗Medicare and health · Medicare / health quoting
Quotit
Quoting and enrollment platform for health and Medicare
Agents from $99/mo; agencies from $199/mo
View pricing (opens in a new tab)↗Quoting and rating · Commercial rater
Semsee
Commercial lines comparative rater
Essential $0; Professional $50/user/mo; Enterprise contact sales
View pricing (opens in a new tab)↗Quoting and rating · Commercial rater
Tarmika
Small commercial multi-carrier quoting platform
Not listed
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
Vertafore
AMS for independent agencies including AMS360 and Velocity AI
Contact sales
View pricing (opens in a new tab)↗Automation and agents · Automation
Zapier
No-code workflow automation with AI
Free; Professional from $19.99/mo; Team from $69/mo
View pricing (opens in a new tab)↗Agency management and CRM · Agency technology platform
Zywave
Insurance technology platform for agency content rating and client workflows
Contact sales
View pricing (opens in a new tab)↗Voice and receptionists · Voice agents
Bland AI
Programmable AI phone calls
Start $0.14/min; Build $0.12/min plus $299/mo; Enterprise custom
View pricing (opens in a new tab)↗Marketing and content · Video/audio editing
Descript
AI video and podcast editing
Free; Hobbyist $16/mo annual ($24 monthly); Creator $24/mo annual ($35 monthly); Business $50/mo annual
View pricing (opens in a new tab)↗Document and submission intake · Document processing
Docsumo
AI document data extraction
Free 14-day trial; Business and Enterprise custom quote
View pricing (opens in a new tab)↗Marketing and content · Writing
Grammarly
AI writing assistant
Free; Pro $12 USD; Enterprise contact sales
View pricing (opens in a new tab)↗Marketing and content · AI video
HeyGen
AI avatar video generation
Free; Creator $29/mo; Pro $49/mo; Business $149/mo
View pricing (opens in a new tab)↗Medicare and health · Medicare/life distribution
Integrity
Insurance distribution company with agent tech platform
Contact sales
View pricing (opens in a new tab)↗Marketing and content · Content/marketing
Jasper
AI marketing copy platform
Pro $69/mo ($59 annual); Business custom pricing
View pricing (opens in a new tab)↗Automation and agents · Automation
Make
Visual workflow automation
Free (1000 credits/mo); paid prices not listed
View pricing (opens in a new tab)↗Marketing and content · Social chatbot
ManyChat
Automated Instagram/FB/WhatsApp DMs
Free; Essential $14/mo billed annually; Pro $29/mo; Business $69/mo; Advanced $1668/yr
View pricing (opens in a new tab)↗Document and submission intake · Document processing
Nanonets
AI OCR and document workflow automation
Free ($50 credits); then $100/mo for 100 credits
View pricing (opens in a new tab)↗General AI assistants · Research assistant
Perplexity
Answer engine with citations
Pro $17/mo billed annually; unlimited plan $167/mo billed annually
View pricing (opens in a new tab)↗Voice and receptionists · Voice agents
Retell AI
Platform for building AI voice agents
Pay as you go $0.07-$0.31/min; Enterprise custom
View pricing (opens in a new tab)↗Marketing and content · AI video
Synthesia
AI avatar video for training/explainers
Free; Starter $29/mo; Pro $89/mo; Enterprise contact sales
View pricing (opens in a new tab)↗Marketing and content · Website chatbot
Tidio
AI chat widget for websites
Free; Starter $24.17/mo; Growth from $49.17/mo; Plus from $300/mo
View pricing (opens in a new tab)↗Voice and receptionists · Voice agents
Vapi
Developer voice AI platform
$5 free credits; Core $29/mo plus usage; Pro from $999/mo
View pricing (opens in a new tab)↗