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)↗Best general AI assistants for insurance agents
General assistants draft, read long documents, and look things up. Agents use them beside the rater and the AMS. They do not submit to carriers or bind coverage, and they are not a compliance review. Have a person check anything that goes to a client.
Specific types in this list: General assistant, Research assistant.
Lines of business: General
Tools
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
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Gemini
Google AI assistant integrated with Workspace
Free; AI Plus $4.99/mo; AI Pro $19.99/mo; Ultra from $99.99/mo
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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)↗General AI assistants · Research assistant
Perplexity
Answer engine with citations
Pro $17/mo billed annually; unlimited plan $167/mo billed annually
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