AI Index / AI tools for insurance agents and brokers / History

AI tools for insurance agents and brokers — AI Recommendation History

What AI assistants recommended for ai tools for insurance agents and brokers, date by date. Every ranking we publish is frozen the day it publishes, so this is a record of what was said — not a re-computation of what today's data would say about the past.

Record: 26 dated snapshots · Aug 14, 2026 – Sep 8, 2026

Answer archive Methodology Data studies JSON

What changed

Computed by comparing each dated snapshot with the one before it. Share moves smaller than 1pp are treated as noise and left out — the same threshold that suppresses trend arrows on the ranking.

Sep 8, 2026vs Sep 7, 2026

No change above the noise floor.

Sep 7, 2026vs Sep 6, 2026

No change above the noise floor.

Sep 6, 2026vs Sep 5, 2026

No change above the noise floor.

Sep 5, 2026vs Sep 4, 2026

No change above the noise floor.

Sep 4, 2026vs Sep 3, 2026

Methodology change: extraction rules 4-7 → 7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

▲ INNovidea entered the top 10 (#13 → #10)
▼ OUTPerspective left the top 10 (#10 → #11)
▲Novidea moved #13 → #10
▲Handle moved #4 → #2
▼Applied Epic moved #7 → #9
▼Limit AI moved #2 → #3
▼CloudTalk moved #3 → #4
▲Kenyt.AI moved #8 → #7
▲Make moved #9 → #8
▼Perspective moved #10 → #11
▲Handle +3.2pp (22.2% → 25.4%)
▼CloudTalk -1.6pp (22.2% → 20.6%)
▲Make +1.6pp (14.3% → 15.9%)
▼Applied Epic -1.6pp (15.9% → 14.3%)
▲Novidea +1.6pp (11.1% → 12.7%)
▼Perspective -1.6pp (12.7% → 11.1%)

Sep 3, 2026vs Sep 2, 2026

▲ INMake entered the top 10 (#12 → #9)
▼ OUTHawkSoft left the top 10 (#10 → #11)
▲Handle moved #9 → #4
▼Perspective moved #6 → #10
▲Limit AI moved #5 → #2
▲Make moved #12 → #9
▼AgencyZoom moved #3 → #5
▼Botsify moved #4 → #6
▼CloudTalk moved #2 → #3
▲Applied Epic moved #8 → #7
▼Kenyt.AI moved #7 → #8
▼HawkSoft moved #10 → #11
▼EZLynx -7.9pp (36.5% → 28.6%)
▲Handle +6.3pp (15.9% → 22.2%)
▼Perspective -4.8pp (17.5% → 12.7%)
▼HawkSoft -4.8pp (15.9% → 11.1%)
▲Limit AI +4.7pp (17.5% → 22.2%)
▼CloudTalk -3.2pp (25.4% → 22.2%)
▼AgencyZoom -1.6pp (22.2% → 20.6%)
▼Applied Epic -1.6pp (17.5% → 15.9%)
▼Kenyt.AI -1.6pp (17.5% → 15.9%)
▼Botsify -1.5pp (19% → 17.5%)

Sep 2, 2026vs Sep 1, 2026

No change above the noise floor.

Sep 1, 2026vs Aug 31, 2026

No change above the noise floor.

Aug 31, 2026vs Aug 30, 2026

No change above the noise floor.

Aug 30, 2026vs Aug 29, 2026

No change above the noise floor.

Aug 29, 2026vs Aug 28, 2026

No change above the noise floor.

Aug 28, 2026vs Aug 27, 2026

No change above the noise floor.

Aug 27, 2026vs Aug 26, 2026

▲ INApplied Epic entered the top 10 (#11 → #8)
▲ INHandle entered the top 10 (#13 → #9)
▼ OUTJasper left the top 10 (#9 → #11)
▼ OUTZendesk left the top 10 (#10 → #15)
▼Zendesk moved #10 → #15
▲Handle moved #13 → #9
▲Limit AI moved #8 → #5
▼Kenyt.AI moved #4 → #7
▲Applied Epic moved #11 → #8
▼HawkSoft moved #7 → #10
▼Jasper moved #9 → #11
▲Botsify moved #5 → #4
▼Kenyt.AI -3.3pp (20.8% → 17.5%)
▼CloudTalk -3.2pp (28.6% → 25.4%)
▲Applied Epic +3.2pp (14.3% → 17.5%)
▼Zendesk -3.2pp (14.3% → 11.1%)
▲Handle +2.9pp (13% → 15.9%)
▲Limit AI +1.9pp (15.6% → 17.5%)
▲AgencyZoom +1.4pp (20.8% → 22.2%)
▼Jasper -1.3pp (15.6% → 14.3%)
▼HawkSoft -1pp (16.9% → 15.9%)

Aug 26, 2026vs Aug 25, 2026

No change above the noise floor.

Aug 25, 2026vs Aug 24, 2026

No change above the noise floor.

Aug 24, 2026vs Aug 23, 2026

No change above the noise floor.

Aug 23, 2026vs Aug 22, 2026

▲ INZendesk entered the top 10 (#12 → #10)
▼ OUTHubSpot CRM left the top 10 (#9 → #14)
▼HubSpot CRM moved #9 → #14
▲AgencyZoom moved #5 → #3
▲Zendesk moved #12 → #10
▼Kenyt.AI moved #3 → #4
▼Botsify moved #4 → #5
▲Jasper moved #10 → #9
▼Kenyt.AI -2.7pp (23.5% → 20.8%)
▼HubSpot CRM -2.3pp (15.3% → 13%)
▼Botsify -1.9pp (21.4% → 19.5%)
▼EZLynx -1.4pp (37.8% → 36.4%)
▲Jasper +1.3pp (14.3% → 15.6%)
▼CloudTalk -1pp (29.6% → 28.6%)
▲Zendesk +1pp (13.3% → 14.3%)

Aug 22, 2026vs Aug 21, 2026

No change above the noise floor.

Aug 21, 2026vs Aug 20, 2026

No change above the noise floor.

Aug 20, 2026vs Aug 19, 2026

No change above the noise floor.

Aug 19, 2026vs Aug 18, 2026

No change above the noise floor.

Aug 18, 2026vs Aug 17, 2026

No change above the noise floor.

Aug 17, 2026vs Aug 16, 2026

No change above the noise floor.

Aug 16, 2026vs Aug 15, 2026

▲Limit AI moved #10 → #8
▼HubSpot CRM moved #7 → #9
▲HawkSoft moved #8 → #7
▼Jasper moved #9 → #10
▼HubSpot CRM -2.6pp (17.9% → 15.3%)
▼Jasper -1.8pp (16.1% → 14.3%)
▼CloudTalk -1.7pp (31.3% → 29.6%)
▼Perspective -1.5pp (18.8% → 17.3%)
▲Limit AI +1.1pp (15.2% → 16.3%)

Aug 15, 2026vs Aug 14, 2026

No change above the noise floor.

The ranking, date by date

Top 10 on each archived date, exactly as published. Cite a date and it stays true: snapshots are append-only, and a correction appends a new revision rather than overwriting the original.

Sep 8, 202663 sampled answers · window 2026-08-11 – 2026-09-08 · rules v7

#1EZLynx28.6%
#2Handle25.4%
#3Limit AI22.2%
#4CloudTalk20.6%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Kenyt.AI15.9%
#8Make15.9%
#9Applied Epic14.3%
#10Novidea12.7%

Sep 7, 202663 sampled answers · window 2026-08-10 – 2026-09-07 · rules v7

#1EZLynx28.6%
#2Handle25.4%
#3Limit AI22.2%
#4CloudTalk20.6%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Kenyt.AI15.9%
#8Make15.9%
#9Applied Epic14.3%
#10Novidea12.7%

Sep 6, 202663 sampled answers · window 2026-08-09 – 2026-09-06 · rules v7

#1EZLynx28.6%
#2Handle25.4%
#3Limit AI22.2%
#4CloudTalk20.6%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Kenyt.AI15.9%
#8Make15.9%
#9Applied Epic14.3%
#10Novidea12.7%

Sep 5, 202663 sampled answers · window 2026-08-08 – 2026-09-05 · rules v7

#1EZLynx28.6%
#2Handle25.4%
#3Limit AI22.2%
#4CloudTalk20.6%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Kenyt.AI15.9%
#8Make15.9%
#9Applied Epic14.3%
#10Novidea12.7%

Sep 4, 202663 sampled answers · window 2026-08-07 – 2026-09-04 · rules v7

#1EZLynx28.6%
#2Handle25.4%
#3Limit AI22.2%
#4CloudTalk20.6%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Kenyt.AI15.9%
#8Make15.9%
#9Applied Epic14.3%
#10Novidea12.7%

Sep 3, 202663 sampled answers · window 2026-08-06 – 2026-09-03 · rules v4-7

#1EZLynx28.6%
#2Limit AI22.2%
#3CloudTalk22.2%
#4Handle22.2%
#5AgencyZoom20.6%
#6Botsify17.5%
#7Applied Epic15.9%
#8Kenyt.AI15.9%
#9Make14.3%
#10Perspective12.7%

Sep 2, 202663 sampled answers · window 2026-08-05 – 2026-09-02 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Sep 1, 202663 sampled answers · window 2026-08-04 – 2026-09-01 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 31, 202663 sampled answers · window 2026-08-03 – 2026-08-31 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 30, 202663 sampled answers · window 2026-08-02 – 2026-08-30 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 29, 202663 sampled answers · window 2026-08-01 – 2026-08-29 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 28, 202663 sampled answers · window 2026-07-31 – 2026-08-28 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 27, 202663 sampled answers · window 2026-07-30 – 2026-08-27 · rules v4-7

#1EZLynx36.5%
#2CloudTalk25.4%
#3AgencyZoom22.2%
#4Botsify19%
#5Limit AI17.5%
#6Perspective17.5%
#7Kenyt.AI17.5%
#8Applied Epic17.5%
#9Handle15.9%
#10HawkSoft15.9%

Aug 26, 202677 sampled answers · window 2026-07-29 – 2026-08-26 · rules v4-7

#1EZLynx36.4%
#2CloudTalk28.6%
#3AgencyZoom20.8%
#4Kenyt.AI20.8%
#5Botsify19.5%
#6Perspective16.9%
#7HawkSoft16.9%
#8Limit AI15.6%
#9Jasper15.6%
#10Zendesk14.3%

Aug 25, 202677 sampled answers · window 2026-07-28 – 2026-08-25 · rules v4-7

#1EZLynx36.4%
#2CloudTalk28.6%
#3AgencyZoom20.8%
#4Kenyt.AI20.8%
#5Botsify19.5%
#6Perspective16.9%
#7HawkSoft16.9%
#8Limit AI15.6%
#9Jasper15.6%
#10Zendesk14.3%

Aug 24, 202677 sampled answers · window 2026-07-27 – 2026-08-24 · rules v4-7

#1EZLynx36.4%
#2CloudTalk28.6%
#3AgencyZoom20.8%
#4Kenyt.AI20.8%
#5Botsify19.5%
#6Perspective16.9%
#7HawkSoft16.9%
#8Limit AI15.6%
#9Jasper15.6%
#10Zendesk14.3%

Aug 23, 202677 sampled answers · window 2026-07-26 – 2026-08-23 · rules v4-7

#1EZLynx36.4%
#2CloudTalk28.6%
#3AgencyZoom20.8%
#4Kenyt.AI20.8%
#5Botsify19.5%
#6Perspective16.9%
#7HawkSoft16.9%
#8Limit AI15.6%
#9Jasper15.6%
#10Zendesk14.3%

Aug 22, 202698 sampled answers · window 2026-07-25 – 2026-08-22 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 21, 202698 sampled answers · window 2026-07-24 – 2026-08-21 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 20, 202698 sampled answers · window 2026-07-23 – 2026-08-20 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 19, 202698 sampled answers · window 2026-07-22 – 2026-08-19 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 18, 202698 sampled answers · window 2026-07-21 – 2026-08-18 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 17, 202698 sampled answers · window 2026-07-20 – 2026-08-17 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 16, 202698 sampled answers · window 2026-07-19 – 2026-08-16 · rules v4-7

#1EZLynx37.8%
#2CloudTalk29.6%
#3Kenyt.AI23.5%
#4Botsify21.4%
#5AgencyZoom20.4%
#6Perspective17.3%
#7HawkSoft17.3%
#8Limit AI16.3%
#9HubSpot CRM15.3%
#10Jasper14.3%

Aug 15, 2026112 sampled answers · window 2026-07-18 – 2026-08-15 · rules v4-7

#1EZLynx38.4%
#2CloudTalk31.3%
#3Kenyt.AI24.1%
#4Botsify21.4%
#5AgencyZoom19.6%
#6Perspective18.8%
#7HubSpot CRM17.9%
#8HawkSoft17%
#9Jasper16.1%
#10Limit AI15.2%

Aug 14, 2026112 sampled answers · window 2026-07-17 – 2026-08-14 · rules v4-7

#1EZLynx38.4%
#2CloudTalk31.3%
#3Kenyt.AI24.1%
#4Botsify21.4%
#5AgencyZoom19.6%
#6Perspective18.8%
#7HubSpot CRM17.9%
#8HawkSoft17%
#9Jasper16.1%
#10Limit AI15.2%

Read any date directly

Every archived date is machine-readable at /api/index/ai-tools-for-insurance-agents/as-of/<YYYY-MM-DD>, which returns the ranking as it stood, with the extraction version and revision it was published under. Dates before the record begins return no_record rather than a recomputation — we do not reconstruct history on demand and present it as what we said. See what the engines actually said.

[ORBATOR]