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)↗Starter stacks
Editorial starter toolkits for P&C, commercial, and Medicare agents. Each stack is one combination, not a required bundle. The line pages list every matching tool.
Starter stack
P&C Agent Stack
Quoting and rating · Comparative rater / AMS
EZLynx
Personal lines comparative rating and agency management
Contact sales
View pricing (opens in a new tab)↗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)↗Voice and receptionists · AI voice receptionist
Sonant AI
AI phone agent for insurance agencies
Contact sales
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)↗ 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)↗Starter stack
Commercial Agent Stack
Quoting and rating · Commercial rater
Tarmika
Small commercial multi-carrier quoting platform
Not listed
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)↗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)↗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)↗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)↗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)↗Starter stack
Medicare Agent Stack
Medicare and health · Medicare enrollment
SunFire
Medicare plan comparison and enrollment platform
Contact sales
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)↗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)↗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 · 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)↗AI meeting transcription and summaries
Free; Pro $16.99/user/mo; Business $30/user/mo; Enterprise contact
View pricing (opens in a new tab)↗