Top AI tools for Insurance Agent

OpenAdapt.AI learns and automates desktop and web workflows by observing user demonstrations, enhancing productivity across various industries.

• Free

TRAQ is an AI-powered sales enablement platform that provides call recording, conversation intelligence, and automated coaching to help sales teams improve performance and close more deals.

• Freemium
• From 30$

Hey Caiden is an AI-powered virtual receptionist service that handles business phone calls 24/7, filters spam, schedules appointments, and manages customer interactions professionally at a fraction of the cost of human receptionists.

• Free Trial
• From 360$

DocLens is an AI-powered platform that helps insurance professionals analyze liability claims and complex documents with high accuracy, offering automated extraction, evaluation, and risk assessment capabilities.

• Contact for Pricing

Handwrytten uses AI and robots with real pens to create and send personalized handwritten notes at scale, helping businesses build stronger connections.

• Paid
• From 98$

Nova Echo AI is an advanced voice AI platform that conducts real phone calls for sales and customer service, supporting 11 languages with natural language understanding capabilities and integrated CRM functionality.

• Usage Based
• From 333$

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing

Review.legal is an AI-powered platform that simplifies and shortens legal documents, making them easier to understand while cutting review time in half through smart summarization and translation capabilities.

• Free Trial

Verse.ai is an advanced AI-powered platform that provides 24/7 automated SMS outreach and conversation management for customer engagement, lead qualification, and appointment setting across multiple industries.

• Contact for Pricing

Kanverse offers AI-powered document processing automation for accounting, insurance, and financial services, reducing costs and cycle times while improving accuracy.

• Contact for Pricing

Vonix offers an advanced, cloud-based VoIP business communication platform that streamlines calls, messaging, and analytics for organizations of all sizes.

• Contact for Pricing

Ushur provides an AI-powered Customer Experience Automation platform to automate workflows, deploy AI Agents, and deliver seamless, compliant, and personalized engagement at scale.

• Contact for Pricing

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

Sprout.ai utilizes AI to deliver fast and accurate claims decisions for insurers, transforming delays into real-time resolutions. It enhances customer experience and improves operational efficiency.

• Contact for Pricing

Scaled Cognition introduces APT-1, a proprietary agentic large language model delivering deterministic, automated workflow solutions for customer experience and business operations.

• Contact for Pricing

Sonant AI is an advanced AI receptionist designed specifically for insurance agencies, providing multilingual, round-the-clock call handling, appointment scheduling, and seamless integration with existing agency management systems.

• Contact for Pricing

Simplifai offers AI Agents designed to transform insurance operations by automating tasks, improving customer satisfaction, and enabling scalable growth.

• Contact for Pricing

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

TLDCRM is a comprehensive, cloud-based CRM and integrated dialer platform tailored specifically for health and life insurance agencies, enabling efficient lead management, agent productivity, and compliance.

• Paid
• From 100$

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

Augurisk provides instant and free disaster and societal risk reports for homes, cities, or neighborhoods in the United States.

• Freemium
• From 90$

FurtherAI provides AI assistants purpose-built for commercial insurance, automating complex workflows and integrating systems to transform underwriting and operations.

• Contact for Pricing

eSigns is a cloud-based electronic signature and document management platform offering secure, compliant, and efficient solutions for businesses, featuring AI analytics.

• Free Trial
• From 10$

Melo centralizes over 900 French real estate platforms, enabling professionals and individuals to search, analyze, and manage property listings in one powerful dashboard.

• Paid
• From 26$

OwchBuddy is an AI-powered legal assistant that provides immediate accident and personal injury support, connecting users with top lawyers and medical professionals while offering 24/7 multilingual assistance.

• Freemium

Heron uses AI to automate document intake, data extraction, enrichment, and synchronization for businesses, streamlining document-heavy workflows.

• Contact for Pricing

ScreenlyyID is an advanced, automated KYC and identity verification solution designed to streamline compliance, detect fraud, and support secure onboarding for businesses worldwide.

• Freemium
• From 149$

Logiforms is a professional-grade online form builder and PDF creation platform designed to automate workflows and optimize data collection for businesses of all sizes.

• Free Trial

Louisiana Mortgage Calculator is a free online tool designed to help users estimate monthly mortgage payments, total loan costs, and amortization schedules for home purchases in Louisiana.

• Free

IntelleWings offers a robust AI-powered AML/CFT compliance suite with a proprietary PEP and Adverse Media database. It helps businesses detect fraud and simplify their Customer Due Diligence (CDD) process.

• Contact for Pricing

Greetmate.ai is an advanced AI-powered telecommunication platform that creates human-like call experiences for businesses, handling both inbound and outbound calls with automated workflows, appointment scheduling, and customer service capabilities.

• Freemium
• From 39$

Drivly is an AI platform that streamlines automotive back-office operations with intelligent automation and seamless API integration, transforming complex workflows into efficient, scalable systems.

• Contact for Pricing

Unless is a conversational AI platform designed for regulated markets, enabling finance, insurance, and healthcare companies to deploy compliant AI assistants within their legacy systems seamlessly.

• Contact for Pricing

GIZO by Artificient transforms mobility data into actionable insights, enhancing road safety and providing valuable data intelligence. It's a low-cost, AI-powered software solution for mitigating road risks and understanding mobility patterns.

• Free Trial

Planck PLUS is an AI-powered platform that provides comprehensive underwriting data and risk assessment solutions for commercial insurance, leveraging generative AI to deliver accurate business classifications and insights.

• Contact for Pricing

Rinkt offers an advanced Intelligent Process Automation platform designed to streamline repetitive processes and improve operational efficiency for businesses across multiple industries.

• Contact for Pricing

DeepOpinion is an Agentic Process Automation platform that enables enterprises to automate business operations using AI agent apps, powered by GenAI and LLMs.

• Contact for Pricing

Flowiz.AI offers a no-code platform to automate tasks and streamline workflows using AI agents. It helps businesses, particularly in insurance, improve efficiency, reduce costs, and enhance customer experience.

• Contact for Pricing

DigitalOwl is an AI-powered platform that transforms complex medical records into structured data, enabling faster and more accurate reviews for the life & health, P&C, and legal industries.

• Contact for Pricing

Quandri automates personal lines renewal policy data tasks for insurance brokerages, increasing productivity, driving higher retention rates, and unlocking valuable insights.

• Contact for Pricing

VINchain offers a secure, blockchain-based marketplace for buying, selling, and exchanging verified vehicle data, benefiting various participants in the automotive industry.

• Usage Based

Convr offers an AI-driven underwriting workbench designed to enhance efficiency, profitability, and decision-making for the commercial P&C insurance industry.

• Contact for Pricing

Velos is an easy-to-use automation platform designed for non-technical teams to automate repetitive, manual back-office tasks without needing engineering expertise.

• Contact for Pricing

PeppercornAI's Pipr platform revolutionizes insurance management through conversational AI, enabling customers to buy and manage policies digitally while helping insurers reduce costs and improve risk assessment.

• Contact for Pricing

SOLA offers an AI-powered RPA platform to automate data entry, scraping, and filing tasks using LLMs and computer vision. It helps teams build robust robotic agents to handle tedious tasks.

• Contact for Pricing

Reducto parses complex documents and transforms them into LLM-ready inputs with exceptional accuracy, streamlining data processing for various industries.

• Paid
• From 300$

Surfly enables seamless co-browsing and real-time collaboration across any website or digital platform, with no code changes required. Designed for sales, product, and service teams, Surfly enhances user engagement while ensuring compliance and security.

• Contact for Pricing

Docsumo is an AI-powered document processing platform that automates data extraction from unstructured documents with 95%+ accuracy, helping enterprises digitize their workflows and improve efficiency.

• Freemium
• From 299$

AgentMethods empowers health and life insurance agents with automated marketing, modern insurance websites, and client engagement tools to boost sales, retention, and referrals.

• Contact for Pricing

AI Insurance is a comprehensive insurance management platform designed for new programs and captives. It offers AI-powered automation for claims management, financials, and more.

• Free