All tools A–Z

56 AI tools for insurance & financial agents, alphabetically. Each links to its tool page.

A

AgencyBloc — Agency management, commissions processing and quoting platform for life & health agencies.
Agentero — Agency network giving independent agents carrier access and agency technology.
Apollo.io — AI sales platform combining B2B contact data, intelligence and outreach.
Applied Epic — Agency management system from Applied Systems used by independent agencies.

Birdeye — AI review management platform, with AI tools for listings and social for local businesses.
Bold Penguin — Commercial submission platform; states its DeX AI reads, prices and routes submissions to markets.

Canva — Online design tool with AI features for social posts, flyers, presentations and video.
ChatGPT — General AI assistant for drafting emails, explaining coverages, summarizing documents.
Claude — General AI assistant for writing, analysis and long-document review.
Clay — Data enrichment and agentic workflow platform for building prospect lists and outreach plays.
Copy.ai — GTM AI platform for automating copywriting and repetitive sales/marketing tasks.

Descript — AI audio and video editor that edits media by editing the transcript.
Docsumo — AI document extraction for forms such as ACORD forms and bank statements.

EZLynx — Comparative rating and agency management platform for independent agencies.

Fathom — Records, transcribes and summarizes Zoom, Meet and Teams calls with CRM updates.
Fireflies.ai — AI notetaker that records, transcribes and syncs meeting notes to your CRM.
FMG (FMG Suite) — Digital marketing and compliant texting suite for financial professionals.

Gemini Notebook (formerly NotebookLM) — Google's AI research tool that analyzes the sources you upload, summarizes them and helps you study the material.
Global Relay — Compliant communications archiving, messaging, supervision and eDiscovery.
GoHighLevel — All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).
Gong — Revenue AI platform that records and analyzes sales calls for coaching.
Google Gemini — Google's AI assistant for writing, planning and brainstorming.
Grammarly — AI writing assistant for client emails and marketing copy in any app.
Grok — AI assistant with real-time answers from the web and X.

HealthSherpa — Free ACA and Medicare quoting and enrollment platform for agents; its Medicare platform loads client prescriptions in bulk with AI.
HubSpot — CRM and marketing platform with AI features.

Intercom Fin — AI customer service agent for chat, email and voice support.
iPipeline — Software for life insurance, annuities and wealth: quoting, e-apps and connectivity.

Jasper — AI marketing content platform with agents for end-to-end marketing workflows.
Jump — AI assistant for financial advisors turning meetings and emails into notes and audit-ready records.

Liberate — Insurance AI agents automating service, claims and sales workflows.
Lumen5 — AI video creation platform that turns text into short marketing videos.
Lusha — Verified B2B contact data with buying signals, also available inside ChatGPT/Claude via MCP.

Microsoft Copilot — Microsoft's AI assistant for chat, drafting and brainstorming across your day.

Otter.ai — AI meeting agent with real-time transcription, summaries and action items.

Perplexity — AI answer engine with cited web sources, handy for market and carrier research.
Podium — AI-powered online review and reputation management (Podium Reviews), part of Podium's AI lead management platform.

Red Oak Compliance — AI-powered advertising review and communications compliance for financial firms.
Redtail CRM — CRM for financial advisors and their teams.

Saifr — AI compliance tool for reviewing marketing content in regulated financial services.
Salesforce Financial Services Cloud — Salesforce CRM for financial services and insurance with built-in AI.
Seamless.AI — AI-powered lead generation for verified B2B contacts, direct dials and emails.
Semsee — Digital distribution platform connecting agents, partners, carriers and MGAs for commercial quoting.
Sixfold — AI underwriting and submission-review agents for P&C and life & health insurers.
Smarsh — Capture, archiving and supervision of electronic communications across 80+ channels.
Smith.ai — AI and live receptionists for call answering, intake and scheduling.
Sonant — AI receptionist for insurance agencies handling inbound calls 24/7 with AMS integrations.
Synthesia — AI video platform for creating presenter-style explainer and training videos.

Tidio — Website chat with the Lyro AI agent for answering questions and capturing leads.
tl;dv — AI meeting recorder and summarizer for Zoom, Google Meet and Teams.

Upfirst — AI answering service for small businesses so no call goes unanswered.
Ushur — Customer experience automation with inbound/outbound engagement and compliance built in.

Wealthbox — CRM hub for financial professionals to collaborate on clients and automate busywork.

Zocks — AI assistant for financial services: meeting prep, notes, onboarding and plans.
ZoomInfo — B2B data and AI GTM platform for prospecting and lead generation.
Zywave Sales Cloud — Insurance technology suite for quoting, connecting systems and data-driven sales tools.