CSR assistant tools
Cara
CSR assistantTriages inbound calls and emails, automates coverage comparisons, quote proposals and certificate issuance, syncing with the AMS.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedCooper AI
CSR assistantAI coworker that fills raters, completes applications and handles pre- and post-bind servicing.
Applied Epic · writes backAMS360 · writes backHawkSoft · writes backEZLynx · confirmedApplied Systems · listedCovu
CSR assistantTurns inbound service requests into structured tasks routed to AI, automation or a licensed agent.
No verified AMS integration listedDecla
CSR assistantExecutes insurance workflows across email, agency management systems and carrier portals.
No verified AMS integration listedKay
CSR assistantAI coworker that learns a task by watching once, then works inside existing email, AMS and carrier portals.
No verified AMS integration listedReSource Pro
CSR assistantImplements and manages AI solutions combining agents, workflow automation, data management and human oversight.
Vertafore · listed