AI Index / AI tools for insurance agents and brokers

AI tools for insurance agents and brokers

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

Sample: 49 AI answers · Window: May 22, 2026Jun 19, 2026 (4-week rolling)

#ProductShareTrendEngines
1
Agentforce Service

salesforce.com

32.7%

avg pos 3.7

CHATGPT 23.8%CLAUDE 42.9%PERPLEXITY 38.1%
Claim
2
EZLynx

ezlynx.com

32.7%

avg pos 3.9

CHATGPT 33.3%CLAUDE 14.3%PERPLEXITY 38.1%
Claim
3
HubSpot CRM

hubspot.com

32.7%

avg pos 6.1

CHATGPT 23.8%CLAUDE 42.9%PERPLEXITY 38.1%
Claim
4
ChatGPT

openai.com

30.6%

avg pos 5.2

CHATGPT 23.8%CLAUDE 14.3%PERPLEXITY 42.9%
Claim
5
CloudTalk

cloudtalk.io

20.4%

avg pos 5.6

CLAUDE 14.3%PERPLEXITY 42.9%
Claim
6
AgencyZoom

18.4%

avg pos 3

CHATGPT 14.3%CLAUDE 42.9%PERPLEXITY 14.3%
Claim
7
Sonant Voice AI

sonant.ai

14.3%

avg pos 2

PERPLEXITY 33.3%
Claim
8
Zywave

14.3%

avg pos 4.9

CHATGPT 19%PERPLEXITY 14.3%
Claim
9
Cognigy

14.3%

avg pos 5

PERPLEXITY 33.3%
Claim
10
Zendesk

zendesk.com

14.3%

avg pos 5

CHATGPT 4.8%PERPLEXITY 28.6%
Claim
11
Kenyt.AI

14.3%

avg pos 6.4

CLAUDE 14.3%PERPLEXITY 28.6%
Claim
12
Zoho

zoho.com

14.3%

avg pos 6.5

CHATGPT 23.8%CLAUDE 14.3%PERPLEXITY 4.8%
Claim
13
Insurify

insurify.com

12.2%

avg pos 2.2

CHATGPT 9.5%PERPLEXITY 19%
Claim
14
Vertafore/GenAI workflows

vertafore.com

10.2%

avg pos 2.5

PERPLEXITY 23.8%
Claim
15
Limit AI

10.2%

avg pos 7.3

CLAUDE 14.3%PERPLEXITY 19%
Claim
16
Intercom Fin

intercom.com

10.2%

avg pos 8.5

CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 4.8%
Claim
17
Botsify

botsify.com

10.2%

avg pos 9.3

CLAUDE 14.3%PERPLEXITY 19%
Claim
18
Perspective

getperspective.ai

8.2%

avg pos 1

CLAUDE 28.6%PERPLEXITY 9.5%
Claim
19
Applied Rater

8.2%

avg pos 2

CHATGPT 19%
Claim
20
Policygenius

policygenius.com

8.2%

avg pos 2

CHATGPT 19%
Claim
21
AlphaChat

8.2%

avg pos 2.7

PERPLEXITY 19%
Claim
22
Drift

drift.com

8.2%

avg pos 7.5

CHATGPT 19%
Claim
23
Zapier

zapier.com

8.2%

avg pos 7.8

CHATGPT 9.5%PERPLEXITY 9.5%
Claim
24
Planck AI

8.2%

avg pos 15.3

PERPLEXITY 19%
Claim
25
Jasper

jasper.ai

8.2%

avg pos 16

PERPLEXITY 19%
Claim
26
Jerry

6.1%

avg pos 2

PERPLEXITY 14.3%
Claim
27
InsureAI

getinsureai.com

6.1%

avg pos 3

CHATGPT 14.3%
Claim
28
Crescendo.ai

crescendo.ai

6.1%

avg pos 4

PERPLEXITY 14.3%
Claim
29
OmniShield AI

getomnishield.com

6.1%

avg pos 4

CHATGPT 14.3%
Claim
30
Mailchimp's Subject Line Helper

mailchimp.com

6.1%

avg pos 4.3

CHATGPT 14.3%
Claim
31
CoverHound

coverhound.com

6.1%

avg pos 5

CHATGPT 14.3%
Claim
32
HawkSoft

6.1%

avg pos 5

PERPLEXITY 14.3%
Claim
33
InsuredMine

6.1%

avg pos 6.7

CHATGPT 4.8%PERPLEXITY 9.5%
Claim
34
Snapsheet

6.1%

avg pos 10

PERPLEXITY 14.3%
Claim
35
LivePerson

liveperson.com

6.1%

avg pos 10.7

PERPLEXITY 14.3%
Claim
36
Arteria AI

6.1%

avg pos 11.7

PERPLEXITY 14.3%
Claim
37
FurtherAI

furtherai.com

6.1%

CHATGPT 14.3%
Claim
38
Lemonade

lemonade.com

4.1%

avg pos 1

CHATGPT 4.8%CLAUDE 14.3%
Claim
39
1Fort

4.1%

avg pos 2.5

PERPLEXITY 9.5%
Claim
40
Exdion Quote Compare

exdioninsurance.com

4.1%

avg pos 2.5

PERPLEXITY 9.5%
Claim
41
Zowie

getzowie.com

4.1%

avg pos 3.5

PERPLEXITY 9.5%
Claim
42
ActiveCampaign

activecampaign.com

4.1%

avg pos 4.5

CHATGPT 9.5%
Claim
43
EverQuote Pro

everquote.com

4.1%

avg pos 4.5

CHATGPT 9.5%
Claim
44
Agency Revolution

4.1%

avg pos 5

PERPLEXITY 9.5%
Claim
45
Synthflow

4.1%

avg pos 5

PERPLEXITY 9.5%
Claim
46
Levitate

4.1%

avg pos 6

PERPLEXITY 9.5%
Claim
47
unLocked CRM

unlockedcrm.ai

4.1%

avg pos 6

CHATGPT 9.5%
Claim
48
QuoteWizard

quotewizard.com

4.1%

avg pos 7

CHATGPT 9.5%
Claim
49
XCEL AI-Powered Document Management

xcelsolutions.com

4.1%

avg pos 7

PERPLEXITY 9.5%
Claim
50
DocuSign Insight

docusign.com

4.1%

avg pos 7.5

PERPLEXITY 9.5%
Claim
51
Twilio

twilio.com

4.1%

avg pos 7.5

CHATGPT 9.5%
Claim
52
NerdWallet

nerdwallet.com

4.1%

avg pos 8.5

CHATGPT 9.5%
Claim
53
Tableau Public

tableau.com

4.1%

avg pos 9.5

CHATGPT 9.5%
Claim
54
Gradient AI

4.1%

avg pos 25

CLAUDE 14.3%PERPLEXITY 4.8%
Claim
55
Adminify

adminify.ai

4.1%

PERPLEXITY 9.5%
Claim
56
Cooper

askcooper.ai

4.1%

CHATGPT 9.5%
Claim
57
Covara

covara.ai

4.1%

CHATGPT 9.5%
Claim
58
Meera

meera.ai

4.1%

PERPLEXITY 9.5%
Claim
59
Nurix AI

nurix.ai

4.1%

CHATGPT 9.5%
Claim
60
Retell AI

retellai.com

4.1%

PERPLEXITY 9.5%
Claim
61
Vertafore

4.1%

CLAUDE 14.3%PERPLEXITY 4.8%
Claim
62
AgencyBloc

2%

avg pos 1

CLAUDE 14.3%
Claim
63
Anthropic Claude API

anthropic.com

2%

avg pos 1

CLAUDE 14.3%
Claim
64
Zebra

zebra.com

2%

avg pos 1

CHATGPT 4.8%
Claim
65
SeaChat Voice AI

2%

avg pos 2

PERPLEXITY 4.8%
Claim
66
Datagrid

datagrid.com

2%

avg pos 3

PERPLEXITY 4.8%
Claim
67
Nexsure

nexsure.com

2%

avg pos 3

CHATGPT 4.8%
Claim
68
Gabi

gabi.com

2%

avg pos 4

CHATGPT 4.8%
Claim
69
IBM Watsonx Assistant

2%

avg pos 4

PERPLEXITY 4.8%
Claim
70
CoverWallet

coverwallet.com

2%

avg pos 5

CHATGPT 4.8%
Claim
71
Insly

insly.com

2%

avg pos 5

CHATGPT 4.8%
Claim
72
Liberty Mutual AI Agents

2%

avg pos 5

CHATGPT 4.8%
Claim
73
Novidea

2%

avg pos 5

PERPLEXITY 4.8%
Claim
74
WordPress

wordpress.com

2%

avg pos 5

CHATGPT 4.8%
Claim
75
Airtable

airtable.com

2%

avg pos 6

CHATGPT 4.8%
Claim
76
Betterview

betterview.com

2%

avg pos 6

CHATGPT 4.8%
Claim
77
Claims Document Intelligence Pro

2%

avg pos 6

PERPLEXITY 4.8%
Claim
78
Compare.com

compare.com

2%

avg pos 6

CHATGPT 4.8%
Claim
79
Google Docs

google.com

2%

avg pos 6

CHATGPT 4.8%
Claim
80
Hometown Quotes

2%

avg pos 6

CHATGPT 4.8%
Claim
81
Microsoft Power BI

powerbi.microsoft.com

2%

avg pos 7

CHATGPT 4.8%
Claim
82
NiCE Cognigy

2%

avg pos 7

PERPLEXITY 4.8%
Claim
83
PyTorch

pytorch.org

2%

avg pos 7

CHATGPT 4.8%
Claim
84
TensorFlow

tensorflow.org

2%

avg pos 7

CHATGPT 4.8%
Claim
85
IFTTT

ifttt.com

2%

avg pos 8

CHATGPT 4.8%
Claim
86
Calendly

calendly.com

2%

avg pos 9

CHATGPT 4.8%
Claim
87
WhatsApp Business API

2%

avg pos 9

CHATGPT 4.8%
Claim
88
Make

make.com

2%

avg pos 10

PERPLEXITY 4.8%
Claim
89
Next Insurance

nextinsurance.com

2%

avg pos 10

CHATGPT 4.8%
Claim
90
Chatfuel

chatfuel.com

2%

avg pos 11

CHATGPT 4.8%
Claim
91
HIX

2%

avg pos 11

CHATGPT 4.8%
Claim
92
ManyChat

manychat.com

2%

avg pos 11

CHATGPT 4.8%
Claim
93
Facebook

facebook.com

2%

avg pos 12

CHATGPT 4.8%
Claim
94
LinkedIn

linkedin.com

2%

avg pos 12

CHATGPT 4.8%
Claim
95
Record360

record360.com

2%

avg pos 13

CHATGPT 4.8%
Claim
96
Coterie

coterie.com

2%

avg pos 15

CHATGPT 4.8%
Claim
97
Broker Buddha

brokerbuddha.com

2%

avg pos 17

CHATGPT 4.8%
Claim
98
EasyInsured

easyinsured.com

2%

avg pos 19

CHATGPT 4.8%
Claim
99
TextMagic

textmagic.com

2%

avg pos 20

CHATGPT 4.8%
Claim
100
Shift Technology

2%

avg pos 25

PERPLEXITY 4.8%
Claim

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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