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.
Sample: 49 AI answers · Window: Jul 7, 2026 – Aug 4, 2026 (4-week rolling) · trend vs prior 4 weeks (44 answers)
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.
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 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 28.2–54.8% 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 26.4–52.8% 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 21.2–46.6% 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 14.6–38.1% 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 14.6–38.1% 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 11.5–33.6% 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 10–31.4% 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 10–31.4% 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 10–31.4% 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 8.5–29% 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 8.5–29% 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 8.5–29% 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 8.5–29% 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 7.1–26.7% 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 7.1–26.7% 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 5.7–24.2% 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 5.7–24.2% 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 5.7–24.2% 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 5.7–24.2% 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 5.7–24.2% 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 5.7–24.2% 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 4.4–21.8% 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 3.2–19.2% 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 3.2–19.2% 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 3.2–19.2% 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 3.2–19.2% 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 3.2–19.2% 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 3.2–19.2% 4 mentions first pick 0% | — | PERPLEXITY 19% | Claim |
| 29 | Tarmika | 6.1% 95% CI 2.1–16.5% 3 mentions · avg pos 3.5 first pick 0% | — | CLAUDE 28.6%PERPLEXITY 4.8% | Claim |
| 30 | Synthflow | 6.1% 95% CI 2.1–16.5% 3 mentions · avg pos 5 first pick 0% | — | CLAUDE 28.6%PERPLEXITY 4.8% | Claim |
| 31 | Crescendo.ai crescendo.ai | 6.1% 95% CI 2.1–16.5% 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 2.1–16.5% 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 2.1–16.5% 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 2.1–16.5% 3 mentions first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 35 | InsuredMine | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 1 first pick 50% | — | PERPLEXITY 9.5% | Claim |
| 36 | Jerry | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 1.5 first pick 50% | — | PERPLEXITY 9.5% | Claim |
| 37 | Coverflow | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 9.5% | Claim |
| 38 | FRANK | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 2 first pick 50% | — | PERPLEXITY 9.5% | Claim |
| 39 | Calendly calendly.com | 4.1% 95% CI 1.1–13.7% 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 1.1–13.7% 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 1.1–13.7% 2 mentions · avg pos 2.5 first pick 50% | — | GEMINI 9.5% | Claim |
| 42 | Retell AI retellai.com | 4.1% 95% CI 1.1–13.7% 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 1.1–13.7% 2 mentions · avg pos 9 first pick 0% | — | GEMINI 4.8%PERPLEXITY 4.8% | Claim |
| 44 | Adminify adminify.ai | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 10.5 first pick 0% | — | GEMINI 9.5% | Claim |
| 45 | GoHighLevel gohighlevel.com | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 12.5 first pick 0% | — | GEMINI 4.8%PERPLEXITY 4.8% | Claim |
| 46 | Cognigy | 4.1% 95% CI 1.1–13.7% 2 mentions · avg pos 16 first pick 0% | — | GEMINI 9.5% | Claim |
| 47 | Docusign Iris | 4.1% 95% CI 1.1–13.7% 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 1.1–13.7% 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 1.1–13.7% 2 mentions first pick 0% | — | PERPLEXITY 9.5% | Claim |
| 50 | Boei boei.help | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 1 first pick 100% | — | PERPLEXITY 4.8% | Claim |
| 51 | Tidio AI tidio.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 1 first pick 100% | — | PERPLEXITY 4.8% | Claim |
| 52 | Zoho zoho.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 1 first pick 100% | — | GEMINI 4.8% | Claim |
| 53 | ActiveCampaign activecampaign.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 54 | Canopy Connect usecanopy.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 2 first pick 0% | — | CLAUDE 14.3% | Claim |
| 55 | Fireflies fireflies.ai | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 56 | Zebra zebra.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 57 | Copy.ai copy.ai | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 3 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 58 | Policygenius policygenius.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 3 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 59 | Airtable airtable.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 4 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 60 | DocuSign docusign.com | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 4 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 61 | AgencyBloc | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 7 first pick 0% | — | CLAUDE 14.3% | Claim |
| 62 | Foliume | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 4.8% | Claim |
| 63 | Vertafore | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 4.8% | Claim |
| 64 | Better Agency | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 14 first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 65 | Claimable | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 18 first pick 0% | — | GEMINI 4.8% | Claim |
| 66 | Planck AI | 2% 95% CI 0.4–10.7% 1 mentions · avg pos 21 first pick 0% | — | GEMINI 4.8% | Claim |
| 67 | Snapsheet | 2% 95% CI 0.4–10.7% 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 0.4–10.7% 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 0.4–10.7% 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 0.4–10.7% 1 mentions first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 71 | Avaamo avaamo.com | 2% 95% CI 0.4–10.7% 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 0.4–10.7% 1 mentions first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 73 | Cogito | 2% 95% CI 0.4–10.7% 1 mentions first pick 0% | — | PERPLEXITY 4.8% | Claim |
| 74 | Nomad Data's Doc Chat | 2% 95% CI 0.4–10.7% 1 mentions first pick 0% | — | GEMINI 4.8% | Claim |
| 75 | Policy2Summary | 2% 95% CI 0.4–10.7% 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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