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AI insurance agency software: what they are and who makes them

agency management systems with ai built in, platforms for mgas, insurers and brokers, document and form automation layers, distribution and growth suites: Momentum AMS, Dyad Nexsure, Insly through AgencyBloc.

12tools compared
0with a free plan
10with API access
3headquarters countries

Types of AI insurance agency software

Agency management systems with AI built in

Momentum AMS, Applied Epic, EZLynx, AMS360 and Dyad's Nexsure store the client, policy and commission records, and add AI for email reading, policy checks and summaries. They suit agencies that will move their whole book and retrain staff on one system.

Platforms for MGAs, insurers and brokers

Insly and AI Insurance run product setup, policy issuance, claims and accounting for MGAs and program managers, with AI reading emails and bordereaux. A retail agency selling personal auto and home policies would be paying for modules it never opens.

Document and form automation layers

Instafill.ai and FurtherAI read dec pages, loss runs and broker emails and produce filled forms or structured submissions. They sit beside the current system, so an agency can test them on one workflow without migrating a single policy or retraining the whole office.

Distribution and growth suites

Zywave pairs its Agency Matrix management system with the Apex agent platform for prospecting, renewals and content. It targets producer productivity and marketing more than service-desk tasks such as certificates and policy checking, so check which team owns the budget.

Facts at a glance

ToolPublisherBased inAccess
Momentum AMS NowCerts, Inc. (Momentum AMP)United StatesTrial + API
Dyad Nexsure Dyad, Inc.United StatesPaid + API
Insly Insly OÜEstoniaPaid + API
AI Insurance AI InsuranceUnited StatesPaid
Instafill.ai Botmakers LLCUnited StatesPaid + API
FurtherAI FurtherAI Inc.United StatesPaid + API
Zywave Zywave, Inc.United StatesPaid + API
EZLynx Applied Systems, Inc.United StatesTrial + API
Vertafore AMS360 Vertafore, Inc.United StatesPaid + API
Applied Epic Applied Systems, Inc.United StatesPaid + API
HawkSoft HawkSoft, Inc.United StatesPaid + API
AgencyBloc AgencyBlocNot stated on the pages readPaid

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