Vendor list · AI for Insurance Brokerage + Agency Tech
AI for Insurance Brokerage + Agency Tech.
How we score
Four stages, evidence-graded throughout.
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Inclusion criteria
Public pricing. Integrations doc. Ten or more customers. Self-serve path.
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Weighted rubric
Each dimension scored zero to four. Every cell tagged MEASURED, CITED, or ESTIMATED.
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Total score
Weighted sum out of one hundred. Seven-day right-of-reply window before publishing.
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Ranked and published
Updated when new vendors qualify or when fact-check replies land corrections.
This cohort's rubric
- AI capability depth15%
- Workflow integration depth (AMS)25%
- Vertical specialization20%
- Implementation + time-to-value10%
- Data + compliance posture5%
- Pricing + scalability10%
- Vendor strength + named-customer evidence15%
Inclusion criteria
- Submission + quoting AI: appetite matching, carrier routing, submission automation.
- AMS overlays: Applied Epic / Vertafore / EZLynx-adjacent AI.
- Employee-benefits broker tech: group plan design, renewal management.
- Personal-lines comparative rater: auto/home rating + bind workflows.
- Client servicing + comms: COIs, endorsements, renewals chatbot.
A quick read on the top of the rubric. Each card links into the full scorecard in the next tab.
- 01 SUPERAGENT AI 85 /100
- 02 Evari 81 /100
- 03 Applied Systems 76 /100
- 04 Vertafore 76 /100
- 05 Liberate 74 /100
- 06 Canopy Connect 71 /100
- 07 Outmarket 71 /100
- 08 Cara (Oyster Technologies) 70 /100
- 09 Certificial 70 /100
- 10 Administr 68 /100
No platforms match. Try a different term, or clear the search.
01 SUPERAGENT AI Cross-industry 85 /100
Top strength Scores 4/4 on AI capability, vertical specialization, time-to-value, and pricing (four public tiers $299 to $2,499+/mo); six native AMS integrations with confirmed bidirectional write-back; highest total score in this set at 85/100.
Top gap Vendor strength scores 2/4: founded 2025, pre-seed, 15+ employees, with only named testimonials and no independent analyst, G2, or SOC 2 Type II report.
Best for Independent P&C agencies with 2-15 agents seeking AI voice and quoting automation that writes back to Applied Epic, AMS360, or EZLynx.
02 Evari Cross-industry 81 /100
Top strength Highest total score (81/100) with pricing_scalability and implementation_ttv both 4/4: full public tiered pricing (sprints plus platform tiers), 30-day deployments, bidirectional Vertafore/Applied Epic/Socotra integrations, and ISO 27001 plus SOC 2.
Top gap Vendor strength evidence scores 2/4: InsurTech 100 recognition and case-study metrics but no named customers with independent verification.
Best for Independent brokers and MGAs in Australia, UK, and NZ wanting 30-day AI deployments for submission processing, compliance, and routing without per-user licensing.
03 Applied Systems Cross-industry 76 /100
Top strength Workflow integration depth scores 4/4 (Applied Systems IS the AMS via Epic, TAM, EZLynx, Ivans); vertical specialization and vendor strength also 4/4 with 339,000+ daily users, 7 of top 10 agencies, and G2 #1 in Insurance AMS for 20 straight quarters.
Top gap Implementation scores 2/4 (multi-month, migration-heavy) and AI capability scores 2/4 (Applied AI is incremental on a 1983-vintage platform); pricing is quote-only with a soft -5 penalty.
Best for Independent P&C agencies and mid-to-large brokerages wanting the deepest, most-integrated AMS that can absorb a multi-month implementation and a quote-only commercial motion.
04 Vertafore Cross-industry 76 /100
Top strength Workflow integration scores 4/4 (Vertafore IS the AMS via AMS360, Sagitta, QQCatalyst with native carrier download); vendor strength 4/4 at 98 of top 100 agencies, 20,000+ agencies, Roper-owned (~$5.35B acquisition).
Top gap AI capability scores 2/4 (Velocity AI agents layered on a decades-old AMS) and implementation scores 2/4 (multi-month, migration-heavy); pricing is quote-only with a -5 soft penalty.
Best for Independent P&C agencies, MGAs, and mid-to-large brokerages wanting a carrier-download-native AMS from a publicly traded parent, able to absorb a multi-month implementation and quote-only motion.
05 Liberate Cross-industry 74 /100
Top strength Scores 4/4 on AI capability depth and vertical specialization as insurance-native reasoning AI agents for P&C; $72M funding, over $100B in premiums processed, and named customers Branch, Allied Trust, and Strong Tie.
Top gap Pricing scores 1/4 (quote-only, no public tiers, no Wayback record), drawing a soft -5 pricing penalty; size_fit revenue bands and customer count are unknown.
Best for Independent agencies and carriers wanting AI voice agents that handle end-to-end quoting, FNOL, and servicing with native AMS and core-system writeback and sub-two-month time-to-value.
06 Canopy Connect Cross-industry 71 /100
Top strength Workflow integration depth scores 3/4 with native bidirectional writeback to Applied Epic, HawkSoft, EZLynx, and PL Rating; 24,000+ agents across 6,000 agencies, SOC 2 Type 2, and public tiers from $100 to $500/mo.
Top gap AI capability depth scores 2/4 (DecSight declaration-page parsing, no published benchmarks or generative AI); HQ, headcount, and total funding are undisclosed.
Best for Independent P&C agencies wanting fast, consent-based policy data import into Applied Epic, HawkSoft, or EZLynx with minimal implementation effort.
07 Outmarket Cross-industry 71 /100
Top strength Data and compliance posture scores 4/4 (SOC 2 Type II, HIPAA-ready, single-tenant, zero retention, no-training guarantee); $17M Series A, 250+ agencies, and named customer Houchens Insurance Group (E&O exposure 40% to 14%).
Top gap Pricing scores 1/4 (no /pricing path, quote-only) and the company is young (launched March 2025) with AI accuracy claims vendor-asserted, not independently benchmarked.
Best for Independent and mid-market P&C agencies on Applied Epic or Vertafore AMS360 wanting an AI workflow layer for quote comparison, gap analysis, and proposals with a strong E&O posture.
08 Cara (Oyster Technologies) Cross-industry 70 /100
Top strength AI capability depth and vertical specialization both score 4/4: an insurance-native AI agent with named connectors to Applied Epic, AMS360, and EZLynx, $8M seed (Mar 2026), and seven-figure ARR in seven months.
Top gap Pricing and scalability scores lowest (1/4): no /pricing path (returns 404), fully quote-only, with early-stage, website-only customer evidence.
Best for Independent P&C agencies, mid-market brokerages, and wholesalers on Applied Epic, AMS360, or EZLynx wanting an AI assistant to automate servicing and quote-proposal generation.
09 Certificial Cross-industry 70 /100
Top strength Workflow integration depth scores highest (3/4): a native bidirectional Applied Epic / CSR24 plugin co-launched with Applied Systems that writes compliance status into the AMS record, plus named customer Zurich North America.
Top gap Data and compliance posture is undisclosed (weighted 0): no SOC 2, ISO 27001, GDPR, or CCPA attestation surfaced on any own-surface page.
Best for Companies and independent agencies on Applied Epic / CSR24 replacing static PDF certificates with real-time, network-verified COI compliance.
10 Administr Cross-industry 68 /100
Top strength Pricing and scalability scores 4/4: the only AMS-class vendor in the cohort with fully public self-serve pricing (STANDARD $499, PREMIUM $899, ELITE $1,899/mo); vertical specialization also scores 4/4 as insurance-benefits-native.
Top gap Vendor strength, AI capability, and workflow integration each score 2/4: early-stage with only small named agencies, no SOC 2 surfaced, and no named Applied Epic/Vertafore/EZLynx connector.
Best for Small and solo employee-benefits brokers wanting a self-serve, insurance-native benefits-administration platform with transparent pricing and EOI/ACA/COBRA compliance tooling.
11 Bold Penguin Cross-industry 68 /100
Top strength Vendor-published 95% extraction accuracy and 60% straight-through processing on commercial submissions, plus a public developer portal, rare among insurance distribution platforms.
Top gap No public pricing, no named LLM, and no zero-touch onboarding path, Bold Penguin sells partnerships, not seats.
Best for Carrier and MGA underwriters who want submissions to arrive structured, enriched, and matched to their appetite, and commercial-lines brokers, agents, and carrier-owned distributors automating submission-to-bind across a large carrier network.
12 Sonant AI Cross-industry 68 /100
Top strength AI capability, vertical specialization, and time-to-value all score 4/4 as an insurance-trained voice receptionist (cohort-high ai_native_score 100) with named AMS connectors and third-party recognition (Forbes, Liberty Mutual Agent for the Future).
Top gap Pricing scores 1/4 (no public pricing, /pricing 404) and SOC 2 Type 2 is asserted as under audit, not certified; a -5 scale penalty applies for unverified at-scale deployment.
Best for Independent P&C agencies and small-to-mid brokers ($1M-$50M premium) with heavy inbound call volume wanting a fast-deploying voice agent that writes back into Applied Epic, AMS360, or EZLynx.
13 EZLynx Cross-industry 66 /100
Top strength Vertical specialization scores 4/4: the most-used personal-lines comparative rater bundled with a cloud AMS, real-time quoting across 330+ carriers, 20,000+ agents at acquisition, and Applied Systems ownership (2021).
Top gap Pricing and scalability scores lowest (1/4): the /pricing path is a 404 and pricing is fully quote-only; AI is a recent automation overlay (ai_native 50).
Best for Startup and growth-focused independent P&C agencies wanting a widely-used personal-lines rater bundled with a single-login cloud AMS.
14 Patra Cross-industry 64 /100
Top strength Vertical specialization scores 4/4 across the full insurance distribution channel; 800+ processing workflows, 5,500+ employees, SOC 2 Type II audited annually plus ISO/IEC 27001, and the ISG Software Innovation Award.
Top gap AI capability scores 2/4 (document automation layered on a 20-year BPO core) and pricing scores 1/4 (no public pricing, /pricing 404); ownership/funding is undisclosed.
Best for Independent P&C agencies, wholesalers, MGAs/MGUs, and direct-writer carriers wanting to outsource policy processing and issuance, endorsements, servicing, and claims and first-notice-of-loss support, with an AI document-automation accelerant.
15 Bevaya Cross-industry 63 /100
Top strength AI capability depth scores 4/4: InsurGPT ensemble trained on 300M+ insurance documents, 98%+ extraction, up to 99% straight-through processing, plus SOC 2 Type 2 and reach into 3 of 5 top US P&C carriers.
Top gap Workflow integration depth scores lowest (1/4): connectors are carrier-core and bill-review systems with no agency-AMS connector (Applied Epic, AMS360, EZLynx, NowCerts).
Best for Carriers, MGAs, and TPAs running claims and underwriting document automation in Guidewire or Duck Creek, plus brokers needing COI automation.
16 Indio Cross-industry 63 /100
Top strength 14,000+ insurance applications and forms with bi-directional Applied Epic sync, unmatched coverage for U.S. commercial P&C application workflows.
Top gap "AI" claim is largely form-mapping; no disclosed LLM, no extraction-accuracy benchmark.
Best for Mid-to-large independent P&C agencies already on Applied Epic processing high volumes of commercial-lines applications and renewals.
17 Salesforce Insurance / Financial Services Cloud Cross-industry 61 /100
Top strength The only vertical platform here that names its frontier LLMs (OpenAI / Anthropic / Google) under a documented Trust Layer with grounding and audit logs.
Top gap Total cost-of-ownership for an insurance brokerage, base FSC + Agentforce + Data Cloud + implementation, runs into six figures before year-one go-live.
Best for Large P&C, life and annuity, and group benefits insurers, and brokerages already running Salesforce.
18 Semsee Cross-industry 61 /100
Top strength Vertical specialization scores 4/4 as a small-commercial multi-carrier comparative rater (45+ carriers, Nationwide named, ACORD-native) with SOC 2 Type II attestation and published per-tier pricing (Essential $0, Professional $50/user/month).
Top gap No named integration with any dominant AMS (Applied Epic, Vertafore AMS360, EZLynx, NowCerts), scoring 2/4 on workflow integration; small-commercial scale draws a -5 scale penalty.
Best for Independent agencies writing small-commercial/BOP business that want a low-cost, free-to-start way to submit one application to many carriers and bind in-platform without deep AMS writeback.
19 CoverForce Cross-industry 60 /100
Top strength Vertical specialization scores 4/4: a commercial-lines submission and quoting layer with 15K+ agencies, $500M+ gross quoted premium, 20+ carriers, $18M total funding, and CB Insights 2025 Insurtech 50 recognition.
Top gap Pricing and scalability scores lowest (1/4): volume-based tiers are published without dollar amounts, so pricing is effectively quote-only.
Best for Independent agencies and networks seeking rapid multi-carrier quoting and submission automation without replacing their AMS.
20 TrustLayer Cross-industry 59 /100
Top strength Vertical specialization scores 4/4 as an insurance-native COI verification platform reading 400,000+ COIs per month across a 517,000+ company network, with named customers El Ad US Holdings, Grenadier Homes, IMA, and PayneWest.
Top gap Names only construction-system integrations (ProCore, CMIC, Vista Viewpoint), no insurance AMS connector, scoring 2/4 on workflow integration with a -5 integration penalty; pricing scores 1/4.
Best for Risk managers, finance teams, and construction/real-estate owners needing automated COI collection and AI gap-detection across large vendor networks who do not require native agency-AMS writeback.
21 Zywave Cross-industry 59 /100
Top strength Insurance-native data, 4M+ commercial records, OSHA/loss histories, broker-switch signals, feeds outreach with claims a generalist sales-AI cannot match.
Top gap No public pricing, no disclosed LLM provider, and no independent accuracy benchmark for agentic outputs.
Best for Carriers, MGAs, and brokers wanting insurance-native data, rating intelligence, and loss analytics at scale who can integrate via open APIs rather than a named bidirectional AMS connector.
23 Relativity6 Cross-industry 48 /100
Top strength AI capability scores 3/4 with an 80%+ NAICS classification accuracy claim and real-time enrichment; 50 enterprise customers, MIT origin, and named users Liberty Mutual, Coterie, and INSURICA.
Top gap Workflow integration scores 1/4 (API plus Duck Creek only, no Applied Epic or Vertafore AMS360), and data/compliance posture is undisclosed with no SOC 2; an integration penalty applies alongside an internal cohort-fit signal.
Best for Carriers and MGAs needing fast NAICS classification and submission pre-fill enrichment via API.
24 Artificial Labs Cross-industry 46 /100
Top strength Highest dimension score is vertical_specialization (4/4): an insurance-specific platform built exclusively for specialty and commercial reinsurance, with named customers BMS Group, Apollo, McGill and Partners, Lockton UK and a $45M Series B (Feb 2026).
Top gap Workflow integration depth scores lowest (1/4): PPL integration for the London Market but no named US AMS integrations.
Best for Specialty insurers, reinsurers, and (re)insurance brokers seeking configurable contract building, automated submission triage, and algorithmic underwriting and placement for specialty and commercial risks.
25 INSTANDA Cross-industry 44 /100
Top strength Vendor strength evidence scores 3/4: ~$84.5M total funding, Celent Technology Standout and MGAA Service Provider of the Year 2025, named customers with quantified outcomes, and SI partners EY, Deloitte, Accenture, and PwC.
Top gap Workflow integration depth scores lowest (1/4): only a generic Agency Management System integration type listed with no named dominant AMS or confirmed bidirectional depth.
Best for MGAs and carriers seeking no-code policy administration with multi-region compliance configurability and AI-augmented underwriting.
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