AI CRM for insurance agencies - AI tools

Debra is an AI-native CRM/AMS revolutionizing insurance agencies by automating tasks, streamlining sales and client management, and boosting overall productivity.

• Free Trial
• From 950$

AI Insurance is a comprehensive insurance management platform designed for new programs and captives. It offers AI-powered automation for claims management, financials, and more.

• Free

Ennube.ai provides turnkey AI agents designed to automate tasks, analyze customer data, and optimize CRM processes, helping businesses streamline operations and enhance relationships.

• Free Trial
• From 199$

ReFocus AI helps insurance agencies reduce servicing costs and improve customer retention using AI-powered analytics to identify at-risk accounts and streamline renewals.

• Paid

TLDCRM is a comprehensive, cloud-based CRM and integrated dialer platform tailored specifically for health and life insurance agencies, enabling efficient lead management, agent productivity, and compliance.

• Paid
• From 100$

Flowiz.AI offers a no-code platform to automate tasks and streamline workflows using AI agents. It helps businesses, particularly in insurance, improve efficiency, reduce costs, and enhance customer experience.

• Contact for Pricing

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

NextAgency is an AI-powered insurance agency management platform designed specifically for life, health, and senior insurance agencies, offering CRM, marketing automation, and commission tracking tools in one affordable package.

• Freemium
• From 85$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

SugarCRM is an AI-powered customer relationship management platform that provides sales automation, marketing automation, and customer service solutions with built-in intelligence for improved business productivity and customer insights.

• Paid
• From 19$

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

MiA offers AI-powered agents designed specifically for the insurance industry, streamlining operations and improving decision-making. Enhance efficiency and accelerate growth with MiA's specialized tools.

• Contact for Pricing

Apex27 is a cloud-based estate agent and letting agent CRM platform that streamlines sales, lettings, and property management with integrated AI-powered reporting, automation, and marketing tools.

• Free Trial
• From 42$

Rex Software is an advanced real estate agency platform leveraging AI to automate CRM, streamline marketing, and enhance productivity for property professionals.

• Contact for Pricing

Sonant AI is an advanced AI receptionist designed specifically for insurance agencies, providing multilingual, round-the-clock call handling, appointment scheduling, and seamless integration with existing agency management systems.

• Contact for Pricing

AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

Pipeline CRM delivers a cloud-based, easy-to-use sales CRM platform featuring AI email assistance, advanced automation, and contract management tools to streamline sales processes and boost team productivity.

• Paid
• From 29$

CRMOne is an AI-powered CRM platform designed for startups and growing businesses, offering tools to streamline sales, marketing, and customer support processes.

• Freemium
• From 149$

Residieons CRM is an AI-powered customer relationship management software tailored for real estate professionals, offering automated lead management, property tracking, analytics, and streamlined business workflows.

• Paid
• From 37$

Agiliux is an AI-native platform that transforms insurance operations by unifying data, automating workflows, and embedding intelligence for brokers and MGAs. It offers cloud-based solutions with secure automation to replace legacy systems and drive growth in the AI-driven market.

• Contact for Pricing

HawkSoft is an AI-powered agency management system designed for insurance agencies, offering comprehensive tools for retention, growth, and measurement with exceptional support and proven ROI.

• Contact for Pricing

Indico Data offers an AI-powered platform for the insurance industry, enabling faster, data-driven decisions in underwriting, claims, and policy servicing.

• Contact for Pricing

Maple CRM is an AI-powered customer relationship management platform that integrates sales, operations, and field service management into a single solution for small and medium businesses.

• Contact for Pricing

Strada offers an AI phone call platform designed for insurance brokers, MGAs, and carriers to automate sales and service calls 24/7, improving efficiency and customer satisfaction.

• Contact for Pricing

Table AI is an AI-powered personal CRM designed to help users effortlessly manage and grow their professional and personal networks.

• Contact for Pricing

Outpost CRM is an AI-powered customer relationship management platform specifically designed for real estate agents, helping them close more deals, automate workflows, and build stronger client relationships.

• Freemium
• From 29$

Wunderite streamlines the insurance application process for agencies, enabling faster completion of ACORDs and supplemental forms through smart autofill and digital signatures.

• Free Trial
• From 215$

SocialHub.AI is an integrated marketing cloud platform that combines CRM, CDP, and MA capabilities using AI-Agents, Cloud-Native, and Web3 technologies to enhance brand-consumer interactions across multiple channels.

• Contact for Pricing

MiloCRM is an AI-powered CRM platform that optimizes marketing strategies and customer relations through automated processes and personalized multi-channel communications.

• Freemium
• From 59$

Hints is an AI-powered CRM tool that automates data entry, finds duplicates, suggests actions, and provides sales data access through chat and voice commands.

• Usage Based
• From 10$