What AI assistants actually recommend when buyers ask about ai tools for insurance agents and brokers — measured on a rolling 4-week window across 4 engines, published as open data.
Updated 2026-09-18 · 28 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.
Measured by Orbatormethodology owner Henrik Tellewindow ends Sep 18, 2026
Sample: 28 AI answers · Window: Aug 21, 2026 – Sep 18, 2026 (4-week rolling) · trend vs prior 4 weeks (98 answers)
Samples by engine: GEMINI 7 (last run Sep 3, 2026) · CHATGPT 7 (last run Sep 3, 2026) · CLAUDE 7 (last run Sep 4, 2026) · PERPLEXITY 7 (last run Sep 3, 2026) · GROK 0 (last run Aug 13, 2026 — stalest)
How these numbers are made: sampling design · prompt provenance · what counts as a mention · what we cannot see
On the record: This ranking is frozen as a dated snapshot every day. View this category's history to see what entered and left the ranking and when, or read what the engines actually said on a given day.
Across 28 sampled AI answers from 4 engines, EZLynx is recommended most often — appearing in 28.6% of recommendations, followed by Limit AI (21.4%) and Handle (21.4%).
This is a measurement of share of voice across 4 AI engines — not an editorial pick. See the full ranking below.
Orbator asked Gemini, ChatGPT, Claude and Perplexity buyer questions about ai tools for insurance agents and brokers and sampled 28 answers between Aug 21, 2026 and Sep 18, 2026. Recommendation share counts the answers that recommended or listed a product, so a passing mention or a warning adds nothing to it. A category publishes once it holds at least 20 independently sampled answers in the window. Read the full methodology or download this ranking as CSV.
Buyer prompts in this window split across seven questions, and the leaders change with the question. For the comparison prompt about independent versus captive agents, EZLynx led with 66.7% of 9 runs. On problem-solving prompts, Handle led with 38.9% of 18 runs. On best-in-category prompts, Limit AI led with 55.6% of 18 runs, with EZLynx at 38.9% and CloudTalk at 33.3% of the same 18. The alternatives prompt, covering affordable options, split three ways at 33.3% each of 9 runs for AgencyZoom, EZLynx and Handle. The direct recommendation prompt about helping clients compare policies had Limit AI at 33.3% of 9 runs.
No product in the top five carries a verified pricing fact in this window, so cost has to be checked with vendors directly. Match your shortlist to the prompt closest to the work you actually do.
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 1 | ezlynx.com | 28.6% 95% CI 15.3–47.1% 8 mentions · avg pos 1.9 first pick 62.5% | — | GEMINI 28.6%CHATGPT 28.6%CLAUDE 42.9%PERPLEXITY 14.3% | Claim |
| 2 | Limit AI | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 3.8 first pick 0% | — | GEMINI 28.6%CLAUDE 28.6%PERPLEXITY 28.6% | Claim |
| 3 | usehandle.ai | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 4.8 first pick 16.7% | — | GEMINI 42.9%CHATGPT 14.3%CLAUDE 28.6% | Claim |
| 4 | agencyzoom.com | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 5.2 first pick 16.7% | — | GEMINI 28.6%CHATGPT 14.3%CLAUDE 28.6%PERPLEXITY 14.3% | Claim |
| 5 | make.com | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 7.3 first pick 16.7% | — | GEMINI 28.6%CHATGPT 28.6%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 6 | cloudtalk.io | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 2.8 first pick 50% | — | CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 28.6% | Claim |
| 7 | HawkSoft | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 3 first pick 25% | — | GEMINI 14.3%CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 8 | Applied Epic | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 3.7 first pick 25% | — | GEMINI 28.6%CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 9 | text.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 2.7 first pick 33.3% | — | CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 10 | Kenyt.AI | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 3.3 first pick 33.3% | — | GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 11 | Novidea | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 6 first pick 0% | — | CLAUDE 28.6%PERPLEXITY 14.3% | Claim |
| 12 | furtherai.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 9 first pick 0% | — | GEMINI 28.6%CLAUDE 14.3% | Claim |
| 13 | coverages.ai | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 1 first pick 100% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 14 | Tarmika | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 1.5 first pick 50% | — | CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 15 | appliedsystems.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2 first pick 0% | — | GEMINI 14.3%CHATGPT 14.3% | Claim |
| 16 | Better Agency | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 50% | — | CLAUDE 28.6% | Claim |
| 17 | boldpenguin.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 50% | — | CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 18 | zoho.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 0% | — | CHATGPT 14.3%PERPLEXITY 14.3% | Claim |
| 19 | Arteria AI | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3.5 first pick 0% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 20 | salesforce.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 4.5 first pick 50% | — | CHATGPT 28.6% | Claim |
| 21 | botsify.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 5 first pick 0% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 22 | Gradient AI | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 6 first pick 0% | — | GEMINI 14.3%PERPLEXITY 14.3% | Claim |
| 23 | hubspot.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 7 first pick 0% | — | PERPLEXITY 28.6% | Claim |
| 24 | lemonade.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 14.5 first pick 0% | — | GEMINI 28.6% | Claim |
| 25 | getperspective.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | PERPLEXITY 14.3% | Claim |
| 26 | Skara AI | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | CLAUDE 14.3% | Claim |
| 27 | unlockedcrm.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | CHATGPT 14.3% | Claim |
| 28 | usecanopy.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CHATGPT 14.3% | Claim |
| 29 | datagrid.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CLAUDE 14.3% | Claim |
| 30 | insurify.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | GEMINI 14.3% | Claim |
| 31 | OrbatorCustomer orbator.io | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CHATGPT 14.3% | Claim |
| 32 | zendesk.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CLAUDE 14.3% | Claim |
| 33 | cognigy.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | GEMINI 14.3% | Claim |
| 34 | Jerry | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 35 | layer3labs.io | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | CHATGPT 14.3% | Claim |
| 36 | Agency Revolution | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 37 | dapta.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | GEMINI 14.3% | Claim |
| 38 | policygenius.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CLAUDE 14.3% | Claim |
| 39 | Vertafore | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | GEMINI 14.3% | Claim |
| 40 | canva.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 41 | exdioninsurance.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | GEMINI 14.3% | Claim |
| 42 | powerbroker.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | CHATGPT 14.3% | Claim |
| 43 | jasper.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 7 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 44 | Patra's Quote Compare AI | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 7 first pick 0% | — | GEMINI 14.3% | Claim |
| 45 | v7labs.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | GEMINI 14.3% | Claim |
| 46 | activecampaign.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 9 first pick 0% | — | GEMINI 14.3% | Claim |
| 47 | apollo.io | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 10 first pick 0% | — | GEMINI 14.3% | Claim |
| 48 | clay.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 10 first pick 0% | — | GEMINI 14.3% | Claim |
| 49 | roots.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 14.3% | Claim |
| 50 | stackai.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 17 first pick 0% | — | GEMINI 14.3% | Claim |
| 51 | AMS360 | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | CLAUDE 14.3% | Claim |
| 52 | agent-crm.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | CLAUDE 14.3% | Claim |
| 53 | agentforthefuture.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 54 | alltius.ai | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 55 | amerilife.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 56 | calendly.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | CHATGPT 14.3% | Claim |
| 57 | dextralabs.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 58 | fico.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 59 | griddynamics.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 60 | hellotars.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 61 | hicronsoftware.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 62 | psmbrokerage.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 63 | ricoh-usa.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | GEMINI 14.3% | Claim |
| 64 | zapier.com | 3.6% 95% CI 0.6–17.7% 1 mentions first pick 0% | — | PERPLEXITY 14.3% | Claim |
Reading the numbers: Share is a point estimate on 28 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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Head-to-head pages for products ranked in AI tools for insurance agents and brokers. Each one sets out sourced facts side by side, plus which product AI assistants recommend more, engine by engine.
EZLynx ranks first with a recommendation share of 28.6% of 63 sampled answers in the 4-week window to 2026-09-05. Its strongest prompt is the independent versus captive agent comparison, where it was recommended in 77.8% of 9 runs. Across all mentions it was listed 14 times and recommended 4 times. Engine spread runs from 42.9% of Grok's 7 answers and 42.9% of Perplexity's 14 answers down to 14.3% of ChatGPT's 14 answers.
Handle ranks second at 25.4% of 63 sampled answers in the same window. It was recommended in 100% of the 9 runs on the prompt about handling more clients without adding staff. Its mention breakdown shows 12 listed and 4 recommended. Gemini recommended it in 42.9% of its 14 answers, Perplexity in 7.1% of its 14.
Limit AI ranks third at 22.2% of 63 sampled answers. Its best prompt is quote and policy summary generation, at 66.7% of 9 runs. Mentions split 8 listed and 6 recommended. Grok recommended it in 42.9% of its 7 answers; ChatGPT in 0% of its 14.
CloudTalk ranks fourth at 20.6% of 63 sampled answers, strongest on the general best-tools prompt at 66.7% of 9 runs. Mentions split 7 listed and 6 recommended. Grok recommended it in 71.4% of its 7 answers, Gemini in 0% of its 14.
AgencyZoom ranks fifth at 20.6% of 63 sampled answers, with its best prompt the independent versus captive comparison at 55.6% of 9 runs. Mentions split 10 listed and 3 recommended. Grok recommended it in 42.9% of its 7 answers, Gemini and ChatGPT in 14.3% of their 14 each.
The five engines did not converge on one answer. Among the top five, Claude recommended EZLynx most across its 14 answers, and Perplexity also led with EZLynx across its 14 answers. Gemini led with Handle across its 14 answers, as did ChatGPT across its 14. Grok led with CloudTalk across its 7 answers.
CloudTalk shows the widest gap between engines. Gemini recommended it in 0% of its 14 answers. Grok recommended it in 71.4% of its 7 answers. That is a spread of 71.4 points, the largest in the category this window. Limit AI shows a similar pattern at the low end, with 0% of ChatGPT's 14 answers against 42.9% of Grok's 7. A shortlist built from one engine will not match a shortlist built from another.
This is the first measured window on record for the category. It runs from 2026-08-08 to 2026-09-05, 28 days, and covers 63 sampled answers across five engines. There is no prior window to compare against, so no entries, exits or share changes can be reported yet.
The current standings put EZLynx first at 28.6% of those 63 answers, Handle second at 25.4%, Limit AI third at 22.2%, and CloudTalk and AgencyZoom tied at 20.6%. Confidence intervals are wide at this sample size. EZLynx runs from 18.9 to 40.7, and CloudTalk from 12.5 to 32.2, so the gaps between the five are not firm. EZLynx also opened first in 44.4% of the answers where it was recommended, the highest first-recommendation rate in the top five. The next window will show whether these positions hold.
Every number on this page is measured from sampled answers, and those answers are kept. The archive holds dated excerpts of what each engine answered, never full answers. Read the answer archive for ai tools for insurance agents and brokers to see the excerpts by date and engine, or view the ranking history to see what entered and left this ranking and when.
Across 28 sampled AI answers from 4 engines (Aug 21, 2026 to Sep 18, 2026), EZLynx is recommended most often for ai tools for insurance agents and brokers, appearing in 28.6% of recommendations, followed by Limit AI (21.4%). This is a measurement of what AI assistants recommend, not an editorial verdict.
ChatGPT recommends EZLynx most often for ai tools for insurance agents and brokers. It appears as a recommendation in 28.6% of ChatGPT's sampled answers in this window (Aug 21, 2026 to Sep 18, 2026). Other engines answer differently. The per-engine breakdown in the ranking shows each one.
Orbator samples AI answers to buyer questions across 4 engines and counts how often each product is recommended. No product pays for placement. The ai tools for insurance agents and brokers ranking is based on 28 answers in the current 4-week window (Aug 21, 2026 to Sep 18, 2026). Full methodology is published at https://www.orbator.io/ai-index/methodology.
Verified facts for the most-recommended products — each sourced and dated. No editorial scoring, just the data side by side.
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