Intake & forms tools
Broker Buddha
Intake & formsCommercial lines platform digitizing submission intake, supplemental apps and e-signatures, with multi-carrier submissions and quote comparison.
HawkSoft · confirmedCanopy Connect
Intake & formsCollects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.
Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listedFeathery
Intake & formsIntake platform that extracts data from policy documents, autofills carrier forms and compares quotes and coverage.
Applied Epic · writes backFenris
Intake & formsPrefill data API for auto, home and commercial quote flows using predictive AI.
EZLynx · confirmedInsurGrid
Intake & formsCollects client policy documents and extracts coverage data to build comparisons, flag gaps and automate certificates.
HawkSoft · writes backEZLynx · writes backAgencyZoom · confirmedLoss Run Pro
Intake & formsAutomates requesting and retrieving commercial loss runs from 5,000+ carriers and MGAs, with AMS integration and claims dashboards.
Applied Epic · confirmedAMS360 · confirmedHawkSoft · confirmedSembley
Intake & formsCompletes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.
QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listedWunderite
Intake & formsAutomates data intake, extraction, ACORD forms, applications and customer collaboration for independent agencies.
No verified AMS integration listed