AI Index / AI tools for insurance agents and brokers

Best AI tools for insurance agents and brokers

What AI assistants actually recommend when buyers ask about ai tools for insurance agents and brokers — measured weekly across 3 engines, published as open data.

Updated 2026-08-04 · 49 sampled answers · rolling 4-week window · methodology

Rankings are measured from sampled AI answers — never editorial, never paid. Orbator builds AI-visibility tooling; when Orbator itself appears in any category, it is measured by the same rules as everyone else.

Updated weekly49 samples3 enginesmethodology

Sample: 49 AI answers · Window: Jul 7, 2026Aug 4, 2026 (4-week rolling) · trend vs prior 4 weeks (44 answers)

What is the best ai tools for insurance agents and brokers?

Across 49 sampled AI answers from 3 engines, EZLynx is recommended most often — appearing in 40.8% of recommendations, followed by CloudTalk (38.8%) and Kenyt.AI (32.7%).

This is a measurement of share of voice across 3 AI engines — not an editorial pick. See the full ranking below.

#ProductShareTrendEngines
1
EZLynx

ezlynx.com

Best for: AI recommends EZLynx most when buyers ask best AI tools for insurance agents and brokers (66.7% of those answers)

40.8%

95% CI 28.254.8%

20 mentions · avg pos 6.6

first pick 25%

GEMINI 28.6%CLAUDE 71.4%PERPLEXITY 42.9%
Claim
2
CloudTalk

cloudtalk.io

Best for: AI recommends CloudTalk most when buyers ask best AI tools for insurance agents and brokers (88.9% of those answers)

38.8%

95% CI 26.452.8%

19 mentions · avg pos 6.4

first pick 15.8%

GEMINI 28.6%CLAUDE 42.9%PERPLEXITY 47.6%
Claim
3
Kenyt.AI

Best for: AI recommends Kenyt.AI most when buyers ask best AI tools for insurance agents and brokers (88.9% of those answers)

32.7%

95% CI 21.246.6%

16 mentions · avg pos 5.6

first pick 6.3%

GEMINI 38.1%CLAUDE 42.9%PERPLEXITY 23.8%
Claim
4
HubSpot CRM

hubspot.com

Best for: AI recommends HubSpot CRM most when buyers ask affordable alternatives to large AI insurance sales platforms (88.9% of those answers)

24.5%

95% CI 14.638.1%

12 mentions · avg pos 1

first pick 8.3%

GEMINI 23.8%PERPLEXITY 33.3%
Claim
5
Botsify

botsify.com

Best for: AI recommends Botsify most when buyers ask affordable alternatives to large AI insurance sales platforms (66.7% of those answers)

24.5%

95% CI 14.638.1%

12 mentions · avg pos 7.3

first pick 8.3%

GEMINI 28.6%CLAUDE 28.6%PERPLEXITY 19%
Claim
6
Perspective

getperspective.ai

Best for: AI recommends Perspective most when buyers ask which AI insurance tool is best for independent agents vs captive agents (55.6% of those answers)

20.4%

95% CI 11.533.6%

10 mentions · avg pos 1.5

first pick 40%

CLAUDE 28.6%PERPLEXITY 38.1%
Claim
7
Text

text.com

Best for: AI recommends Text most when buyers ask how do I use AI to automate follow-up with insurance leads (55.6% of those answers)

18.4%

95% CI 1031.4%

9 mentions · avg pos 8.7

first pick 0%

GEMINI 19%CLAUDE 14.3%PERPLEXITY 19%
Claim
8
HawkSoft

Best for: AI recommends HawkSoft most when buyers ask affordable alternatives to large AI insurance sales platforms (33.3% of those answers)

18.4%

95% CI 1031.4%

9 mentions · avg pos 9.9

first pick 11.1%

GEMINI 28.6%CLAUDE 14.3%PERPLEXITY 9.5%
Claim
9
Jasper

jasper.ai

Best for: AI recommends Jasper most when buyers ask best AI tools for insurance agents and brokers (66.7% of those answers)

18.4%

95% CI 1031.4%

9 mentions · avg pos 16

first pick 0%

GEMINI 23.8%PERPLEXITY 19%
Claim
10
AgencyZoom

Best for: AI recommends AgencyZoom most when buyers ask which AI insurance tool is best for independent agents vs captive agents (66.7% of those answers)

16.3%

95% CI 8.529%

8 mentions · avg pos 3.6

first pick 25%

GEMINI 9.5%CLAUDE 42.9%PERPLEXITY 14.3%
Claim
11
AlphaChat

Best for: AI recommends AlphaChat most when buyers ask best AI tools for insurance agents and brokers (66.7% of those answers)

16.3%

95% CI 8.529%

8 mentions · avg pos 3.7

first pick 12.5%

GEMINI 23.8%PERPLEXITY 14.3%
Claim
12
Zendesk

zendesk.com

Best for: AI recommends Zendesk most when buyers ask best AI tools for insurance agents and brokers (55.6% of those answers)

16.3%

95% CI 8.529%

8 mentions · avg pos 8

first pick 12.5%

GEMINI 19%CLAUDE 14.3%PERPLEXITY 14.3%
Claim
13
Zapier AI

zapier.com

Best for: AI recommends Zapier AI most when buyers ask affordable alternatives to large AI insurance sales platforms (55.6% of those answers)

16.3%

95% CI 8.529%

8 mentions · avg pos 9.9

first pick 12.5%

GEMINI 14.3%PERPLEXITY 23.8%
Claim
14
Make

make.com

Best for: AI recommends Make most when buyers ask best AI tools for insurance agents and brokers (33.3% of those answers)

14.3%

95% CI 7.126.7%

7 mentions · avg pos 9.5

first pick 14.3%

GEMINI 9.5%CLAUDE 14.3%PERPLEXITY 19%
Claim
15
Arteria AI

Best for: AI recommends Arteria AI most when buyers ask best AI assistant for generating insurance quotes and policy summaries (33.3% of those answers)

14.3%

95% CI 7.126.7%

7 mentions · avg pos 13.4

first pick 0%

GEMINI 28.6%PERPLEXITY 4.8%
Claim
16
Limit AI

Best for: AI recommends Limit AI most when buyers ask best AI tools for insurance agents and brokers (44.4% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 4.8

first pick 0%

GEMINI 4.8%CLAUDE 28.6%PERPLEXITY 14.3%
Claim
17
LivePerson

liveperson.com

Best for: AI recommends LivePerson most when buyers ask best AI tools for insurance agents and brokers (55.6% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 6

first pick 16.7%

GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 9.5%
Claim
18
Patra's Quote Compare AI

Best for: AI recommends Patra's Quote Compare AI most when buyers ask best AI assistant for generating insurance quotes and policy summaries (33.3% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 6.6

first pick 16.7%

GEMINI 28.6%
Claim
19
Sonant Voice AI

sonant.ai

Best for: AI recommends Sonant Voice AI most when buyers ask best AI tools for insurance agents and brokers (55.6% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 7.3

first pick 16.7%

GEMINI 4.8%CLAUDE 14.3%PERPLEXITY 19%
Claim
20
Thunai

thunai.ai

Best for: AI recommends Thunai most when buyers ask affordable alternatives to large AI insurance sales platforms (44.4% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 7.7

first pick 0%

GEMINI 4.8%CLAUDE 14.3%PERPLEXITY 19%
Claim
21
Gradient AI

Best for: AI recommends Gradient AI most when buyers ask best AI tools for insurance agents and brokers (55.6% of those answers)

12.2%

95% CI 5.724.2%

6 mentions · avg pos 13

first pick 0%

GEMINI 19%PERPLEXITY 9.5%
Claim
22
Novidea

Best for: AI recommends Novidea most when buyers ask best AI tools for insurance agents and brokers (44.4% of those answers)

10.2%

95% CI 4.421.8%

5 mentions · avg pos 8.5

first pick 0%

GEMINI 9.5%CLAUDE 14.3%PERPLEXITY 9.5%
Claim
23
Exdion Quote Compare

exdioninsurance.com

Best for: AI recommends Exdion Quote Compare most when buyers ask what AI tool should I use to help clients compare insurance policies (44.4% of those answers)

8.2%

95% CI 3.219.2%

4 mentions · avg pos 2.7

first pick 25%

GEMINI 9.5%CLAUDE 14.3%PERPLEXITY 4.8%
Claim
24
Coverages.ai

coverages.ai

Best for: AI recommends Coverages.ai most when buyers ask what AI tool should I use to help clients compare insurance policies (44.4% of those answers)

8.2%

95% CI 3.219.2%

4 mentions · avg pos 3.3

first pick 25%

GEMINI 4.8%CLAUDE 14.3%PERPLEXITY 9.5%
Claim
25
Insurify

insurify.com

Best for: AI recommends Insurify most when buyers ask what AI tool should I use to help clients compare insurance policies (44.4% of those answers)

8.2%

95% CI 3.219.2%

4 mentions · avg pos 6.3

first pick 0%

GEMINI 9.5%PERPLEXITY 9.5%
Claim
26
Applied Systems

appliedsystems.com

Best for: AI recommends Applied Systems most when buyers ask best AI tools for insurance agents and brokers (33.3% of those answers)

8.2%

95% CI 3.219.2%

4 mentions · avg pos 15.5

first pick 0%

GEMINI 14.3%CLAUDE 14.3%
Claim
27
Zywave

Best for: AI recommends Zywave most when buyers ask best AI tools for insurance agents and brokers (33.3% of those answers)

8.2%

95% CI 3.219.2%

4 mentions · avg pos 19.5

first pick 0%

GEMINI 14.3%CLAUDE 14.3%
Claim
28
XCEL AI-Powered Document Management

xcelsolutions.com

Best for: AI recommends XCEL AI-Powered Document Management most when buyers ask how can AI help insurance agents handle more clients without adding staff (44.4% of those answers)

8.2%

95% CI 3.219.2%

4 mentions

first pick 0%

PERPLEXITY 19%
Claim
29
Tarmika

6.1%

95% CI 2.116.5%

3 mentions · avg pos 3.5

first pick 0%

CLAUDE 28.6%PERPLEXITY 4.8%
Claim
30
Synthflow

6.1%

95% CI 2.116.5%

3 mentions · avg pos 5

first pick 0%

CLAUDE 28.6%PERPLEXITY 4.8%
Claim
31
Crescendo.ai

crescendo.ai

6.1%

95% CI 2.116.5%

3 mentions · avg pos 7

first pick 0%

GEMINI 4.8%PERPLEXITY 9.5%
Claim
32
Datagrid

datagrid.com

Best for: AI recommends Datagrid most when buyers ask what AI tool should I use to help clients compare insurance policies (33.3% of those answers)

6.1%

95% CI 2.116.5%

3 mentions · avg pos 7.5

first pick 0%

GEMINI 4.8%CLAUDE 14.3%PERPLEXITY 4.8%
Claim
33
Shift Technology

Best for: AI recommends Shift Technology most when buyers ask best AI tools for insurance agents and brokers (33.3% of those answers)

6.1%

95% CI 2.116.5%

3 mentions · avg pos 16.7

first pick 0%

GEMINI 9.5%PERPLEXITY 4.8%
Claim
34
F6S

f6s.com

Best for: AI recommends F6S most when buyers ask best AI assistant for generating insurance quotes and policy summaries (33.3% of those answers)

6.1%

95% CI 2.116.5%

3 mentions

first pick 0%

PERPLEXITY 14.3%
Claim
35
InsuredMine

4.1%

95% CI 1.113.7%

2 mentions · avg pos 1

first pick 50%

PERPLEXITY 9.5%
Claim
36
Jerry

4.1%

95% CI 1.113.7%

2 mentions · avg pos 1.5

first pick 50%

PERPLEXITY 9.5%
Claim
37
Coverflow

4.1%

95% CI 1.113.7%

2 mentions · avg pos 2

first pick 0%

PERPLEXITY 9.5%
Claim
38
FRANK

4.1%

95% CI 1.113.7%

2 mentions · avg pos 2

first pick 50%

PERPLEXITY 9.5%
Claim
39
Calendly

calendly.com

4.1%

95% CI 1.113.7%

2 mentions · avg pos 2.5

first pick 50%

PERPLEXITY 9.5%
Claim
40
Lemonade

lemonade.com

Best for: AI recommends Lemonade most when buyers ask best AI assistant for generating insurance quotes and policy summaries (33.3% of those answers)

4.1%

95% CI 1.113.7%

2 mentions · avg pos 2.5

first pick 50%

GEMINI 4.8%PERPLEXITY 4.8%
Claim
41
unLocked CRM

unlockedcrm.ai

4.1%

95% CI 1.113.7%

2 mentions · avg pos 2.5

first pick 50%

GEMINI 9.5%
Claim
42
Retell AI

retellai.com

4.1%

95% CI 1.113.7%

2 mentions · avg pos 3.5

first pick 0%

GEMINI 4.8%CLAUDE 14.3%
Claim
43
Zowie

getzowie.com

Best for: AI recommends Zowie most when buyers ask affordable alternatives to large AI insurance sales platforms (44.4% of those answers)

4.1%

95% CI 1.113.7%

2 mentions · avg pos 9

first pick 0%

GEMINI 4.8%PERPLEXITY 4.8%
Claim
44
Adminify

adminify.ai

4.1%

95% CI 1.113.7%

2 mentions · avg pos 10.5

first pick 0%

GEMINI 9.5%
Claim
45
GoHighLevel

gohighlevel.com

4.1%

95% CI 1.113.7%

2 mentions · avg pos 12.5

first pick 0%

GEMINI 4.8%PERPLEXITY 4.8%
Claim
46
Cognigy

4.1%

95% CI 1.113.7%

2 mentions · avg pos 16

first pick 0%

GEMINI 9.5%
Claim
47
Docusign Iris

4.1%

95% CI 1.113.7%

2 mentions · avg pos 17.5

first pick 0%

GEMINI 4.8%PERPLEXITY 4.8%
Claim
48
Nurix AI

nurix.ai

Best for: AI recommends Nurix AI most when buyers ask how can AI help insurance agents handle more clients without adding staff (33.3% of those answers)

4.1%

95% CI 1.113.7%

2 mentions

first pick 0%

PERPLEXITY 9.5%
Claim
49
Salesmate CRM

salesmate.io

Best for: AI recommends Salesmate CRM most when buyers ask how can AI help insurance agents handle more clients without adding staff (33.3% of those answers)

4.1%

95% CI 1.113.7%

2 mentions

first pick 0%

PERPLEXITY 9.5%
Claim
50
Boei

boei.help

2%

95% CI 0.410.7%

1 mentions · avg pos 1

first pick 100%

PERPLEXITY 4.8%
Claim
51
Tidio AI

tidio.com

2%

95% CI 0.410.7%

1 mentions · avg pos 1

first pick 100%

PERPLEXITY 4.8%
Claim
52
Zoho

zoho.com

2%

95% CI 0.410.7%

1 mentions · avg pos 1

first pick 100%

GEMINI 4.8%
Claim
53
ActiveCampaign

activecampaign.com

2%

95% CI 0.410.7%

1 mentions · avg pos 2

first pick 0%

PERPLEXITY 4.8%
Claim
54
Canopy Connect

usecanopy.com

2%

95% CI 0.410.7%

1 mentions · avg pos 2

first pick 0%

CLAUDE 14.3%
Claim
55
Fireflies

fireflies.ai

2%

95% CI 0.410.7%

1 mentions · avg pos 2

first pick 0%

PERPLEXITY 4.8%
Claim
56
Zebra

zebra.com

2%

95% CI 0.410.7%

1 mentions · avg pos 2

first pick 0%

PERPLEXITY 4.8%
Claim
57
Copy.ai

copy.ai

2%

95% CI 0.410.7%

1 mentions · avg pos 3

first pick 0%

PERPLEXITY 4.8%
Claim
58
Policygenius

policygenius.com

2%

95% CI 0.410.7%

1 mentions · avg pos 3

first pick 0%

PERPLEXITY 4.8%
Claim
59
Airtable

airtable.com

2%

95% CI 0.410.7%

1 mentions · avg pos 4

first pick 0%

PERPLEXITY 4.8%
Claim
60
DocuSign

docusign.com

2%

95% CI 0.410.7%

1 mentions · avg pos 4

first pick 0%

PERPLEXITY 4.8%
Claim
61
AgencyBloc

2%

95% CI 0.410.7%

1 mentions · avg pos 7

first pick 0%

CLAUDE 14.3%
Claim
62
Foliume

2%

95% CI 0.410.7%

1 mentions · avg pos 11

first pick 0%

GEMINI 4.8%
Claim
63
Vertafore

2%

95% CI 0.410.7%

1 mentions · avg pos 11

first pick 0%

GEMINI 4.8%
Claim
64
Better Agency

2%

95% CI 0.410.7%

1 mentions · avg pos 14

first pick 0%

PERPLEXITY 4.8%
Claim
65
Claimable

2%

95% CI 0.410.7%

1 mentions · avg pos 18

first pick 0%

GEMINI 4.8%
Claim
66
Planck AI

2%

95% CI 0.410.7%

1 mentions · avg pos 21

first pick 0%

GEMINI 4.8%
Claim
67
Snapsheet

2%

95% CI 0.410.7%

1 mentions · avg pos 24

first pick 0%

GEMINI 4.8%
Claim
68
Agentforce

salesforce.com

Best for: AI recommends Agentforce most when buyers ask best AI tools for insurance agents and brokers (33.3% of those answers)

2%

95% CI 0.410.7%

1 mentions

first pick 0%

PERPLEXITY 4.8%
Claim
69
Agentive AI Q

agentiveaiq.com

Best for: AI recommends Agentive AI Q most when buyers ask best AI assistant for generating insurance quotes and policy summaries (33.3% of those answers)

2%

95% CI 0.410.7%

1 mentions

first pick 0%

PERPLEXITY 4.8%
Claim
70
Archipelago

onarchipelago.com

Best for: AI recommends Archipelago most when buyers ask how can AI help insurance agents handle more clients without adding staff (44.4% of those answers)

2%

95% CI 0.410.7%

1 mentions

first pick 0%

PERPLEXITY 4.8%
Claim
71
Avaamo

avaamo.com

2%

95% CI 0.410.7%

1 mentions

first pick 0%

GEMINI 4.8%
Claim
72
Carly

usecarly.com

Best for: AI recommends Carly most when buyers ask affordable alternatives to large AI insurance sales platforms (33.3% of those answers)

2%

95% CI 0.410.7%

1 mentions

first pick 0%

PERPLEXITY 4.8%
Claim
73
Cogito

2%

95% CI 0.410.7%

1 mentions

first pick 0%

PERPLEXITY 4.8%
Claim
74
Nomad Data's Doc Chat

2%

95% CI 0.410.7%

1 mentions

first pick 0%

GEMINI 4.8%
Claim
75
Policy2Summary

2%

95% CI 0.410.7%

1 mentions

first pick 0%

GEMINI 4.8%
Claim

Reading the numbers: Share is a point estimate on 49 sampled answers, so each row also shows its 95% CI — the Wilson score interval around that share. When two products' intervals overlap, the gap between them isn't statistically meaningful at this sample size. First pick is the share of a product's recommending answers where it was named first, which separates “always mentioned” from “usually the top recommendation”. Full methodology.

Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.

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