| Tool | Category | AMS integrations | Pricing |
|---|
| 1Fort | Quoting | None verified | not public / unverified |
| AccountAim | Accounting & reconciliation | None verified | not public / unverified |
| Agency Revolution | Marketing | HawkSoft, NASA, Vertafore | not public / unverified |
| AgencyIQ | Retention & cross-sell | HawkSoft, Momentum (NowCerts), AgencyZoom | not public / unverified |
| Ascend | Accounting & reconciliation | Applied Epic, HawkSoft, AMS360, Applied Systems, Momentum (NowCerts), Vertafore | not public / unverified |
| Bind AI | Quoting | None verified | not public / unverified |
| Bolt | Quoting | None verified | not public / unverified |
| BrightFire | Marketing | None verified | Marketing services from $50/month (local listings); SEM $160/mo per campaign |
| Broker Buddha | Intake & forms | HawkSoft | not public / unverified |
| Canopy Connect | Intake & forms | Applied Epic, HawkSoft, EZLynx, AgencyZoom, Applied Systems, Vertafore | Elevate $300/mo (or $250/mo billed annually), Peak $600/mo; 14-day trial |
| Cara | CSR assistant | Applied Epic, HawkSoft, AMS360, Applied Systems, Momentum (NowCerts) | not public / unverified |
| Certificate Hero | Certificates | None verified | not public / unverified |
| Certificial | Certificates | Applied Epic, HawkSoft, Momentum (NowCerts), Applied Systems | A plan shown 'Starts at $99/mo' (which user type it applies to is unverified) |
| Checkk AI | Policy checking | None verified | not public / unverified |
| ClientCircle | Marketing | HawkSoft, Applied Epic, Momentum (NowCerts), EZLynx, Vertafore | not public / unverified |
| Cooper AI | CSR assistant | Applied Epic, AMS360, HawkSoft, EZLynx, Applied Systems | not public / unverified |
| Coverflow | Policy checking | Applied Epic, Applied Systems | not public / unverified |
| CoverForce | Quoting | None verified | $99/month after the first 60 days, unlimited users |
| Covu | CSR assistant | None verified | not public / unverified |
| CustomerIQ | Email & inbox | AMS360 | not public / unverified |
| Decla | CSR assistant | None verified | not public / unverified |
| EcoLink | AI receptionist & phone | Applied Epic, EZLynx, Applied Systems | not public / unverified |
| Exdion Insurance | Policy checking | HawkSoft | not public / unverified |
| Feathery | Intake & forms | Applied Epic | not public / unverified |
| Fenris | Intake & forms | EZLynx | not public / unverified |
| Fluents ai | AI receptionist & phone | None verified | Launch $499/mo, Pro $1,499/mo, Scale $2,999/mo; overage $0.16–0.18/min |
| Fulcrum | Policy checking | Applied Epic, Applied Systems | not public / unverified |
| GAIL | AI receptionist & phone | HawkSoft, AgencyZoom | not public / unverified |
| Gaya | Quoting | Applied Epic, AMS360, QQCatalyst, Momentum (NowCerts), EZLynx, HawkSoft | Subscription based on agency size, starting at $300/month |
| Indemn | AI receptionist & phone | None verified | not public / unverified |
| Infer | AI receptionist & phone | None verified | not public / unverified |
| InsuredMine | Marketing | Momentum (NowCerts), HawkSoft, AMS360, Applied Epic, QQCatalyst, Sagitta, Zywave | Add-ons shown (e.g. 1,000 extra texts $10/mo); base plan pricing unverified |
| InsurGrid | Intake & forms | HawkSoft, EZLynx, AgencyZoom | $99/month, all features ($79/month billed annually) |
| Kay | CSR assistant | None verified | not public / unverified |
| Levitate | Marketing | HawkSoft, AMS360, NASA, Vertafore | not public / unverified |
| Liberate | AI receptionist & phone | HawkSoft, EZLynx | not public / unverified |
| Lightspeed | AI receptionist & phone | HawkSoft, Applied Epic, AMS360, QQCatalyst, Momentum (NowCerts), EZLynx, AgencyZoom, Applied Systems, Vertafore | not public / unverified |
| Loss Run Pro | Intake & forms | Applied Epic, AMS360, HawkSoft | Starting at $29/month per user |
| Mav | Marketing | None verified | not public / unverified |
| Ooma | AI receptionist & phone | AgencyZoom | not public / unverified |
| Outmarket | Policy checking | Applied Epic, HawkSoft, AMS360, Applied Systems | From $83/seat/month (stated as $1,000/seat/yr); AMS integrations are in the Enterprise tier |
| Patra | Policy checking | Vertafore | not public / unverified |
| Podium | AI receptionist & phone | HawkSoft | not public / unverified |
| Quandri | Policy checking | Applied Epic, Applied Systems | not public / unverified |
| Qumis | Policy checking | None verified | not public / unverified |
| RecordLinker | Agency operations | Applied Epic, Applied Systems, Vertafore | not public / unverified |
| ReFocus AI | Retention & cross-sell | AMS360, HawkSoft, Applied Epic, EZLynx, QQCatalyst, AgencyZoom | not public / unverified |
| ReSource Pro | CSR assistant | Vertafore | not public / unverified |
| RingCentral | AI receptionist & phone | AgencyZoom, HawkSoft | not public / unverified |
| Sembley | Intake & forms | QQCatalyst, AMS360, EZLynx, HawkSoft, Momentum (NowCerts) | E-sign & send to carrier add-on $10/user shown; base pricing unverified |
| Sonant | AI receptionist & phone | Applied Epic, HawkSoft, AMS360, QQCatalyst, EZLynx, Momentum (NowCerts), Applied Systems | not public / unverified |
| SuperAgent AI | AI receptionist & phone | None verified | Inbound AI Agent from $249/month (600 minutes) |
| Threadwise | Email & inbox | AMS360 | not public / unverified |
| Trufla | Retention & cross-sell | None verified | not public / unverified |
| Wunderite | Intake & forms | None verified | not public / unverified |
| XILO | Quoting | Applied Epic, AMS360, EZLynx, HawkSoft, Applied Systems | not public / unverified |
| Appulate, Inc | Quoting | None verified | not public / unverified |
| Sayata | Quoting | None verified | not public / unverified |