Categories
Insurance agency technology, organized by what it does. Products may belong to more than one category.
Agency Management Systems
The system of record for an insurance agency: policies, clients, carriers, and commissions in one place.
AI for Insurance Agencies
AI-driven tools built for insurance agency workflows: lead engagement, quoting assistance, and service automation, rather than generic AI products applied to insurance.
Client Intake & Data Collection
Tools that pull verified policy data directly from carriers or client documents, replacing manual intake forms and dec-page requests.
Comparative Raters
Software that quotes a risk across multiple carriers at once from a single data entry point, instead of rating each carrier separately.
Insurance CRM
Pipeline, lead, and client-communication tools built specifically for insurance sales and service workflows.