2026 Directory · P&C agencies
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6 tools
Bold PenguinBold Penguin (American Family Insurance subsidiary)Editorial reviewFits Agencies short on appointments needing market accessMarket access when you lack appointments; commission is split.GayaGaya Technologies Inc.Editorial reviewFits Teams re-keying data into carrier portalsFast copy-paste into portals; you still drive each quote.HeraldHeraldEditorial reviewFits Brokerages building their own quoting flowAn API to build on, not a ready-made rater.RelayGet TalkyEditorial reviewFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.SemseeSemsee (iBynd)Editorial reviewFits Agencies quoting several small-commercial linesBroad small-commercial carrier list, with a free tier.Tarmika BridgeApplied Systems (Tarmika)Editorial reviewFits Applied Epic or EZLynx agencies quoting BOP and WCSingle entry for BOP and WC, tied tight to Epic and EZLynx.
No tools match those filters.
5 tools
Applied RaterApplied SystemsEditorial reviewFits Existing Applied Epic or TAM users already on itApplied now pushes Epic Quotes; confirm its future first.EZLynx Rating EngineEZLynx (Applied Systems)Editorial reviewFits Home and auto agencies wanting one rater plus AMS330+ carriers, one login; top carriers still finished in portals.PL RatingVertaforeEditorial reviewFits Vertafore AMS agencies writing personal linesThe pick for Vertafore agencies; binds some carriers in-rater.QuoteRUSHQuoteRUSH LLCEditorial reviewFits Home-heavy agencies quoting home, auto and floodHome-focused; pulls rates straight from carrier sites.TurboRaterZywave (formerly ITC)Editorial reviewFits Agencies that also quote from their websiteBest when you also quote from your own website.
No tools match those filters.
3 tools
GayaGaya Technologies Inc.Editorial reviewFits Teams re-keying data into carrier portalsFast copy-paste into portals; you still drive each quote.RelayGet TalkyEditorial reviewFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.SuperAgent AISUPERAGENT AI, Inc.Editorial reviewFits Personal lines agencies with heavy lead volumePhone-first intake for heavy personal lines lead volume.
No tools match those filters.
4 tools
CaraCara (Oyster Technologies, Inc.)Editorial reviewFits Commercial agencies buried in quote, form and COI workModular commercial AI; integrations and pricing aren't public.CooperCooperEditorial reviewFits Commercial agencies on Applied Epic or AMS360Broad commercial scope, but young with no public reviews.QuandriQuandriEditorial reviewFits Personal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.RelayGet TalkyEditorial reviewFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.
No tools match those filters.
7 tools
AMS360VertaforeEditorial reviewFits Independent agencies in the Vertafore ecosystemStrongest inside the Vertafore stack; reviewers flag cost.Applied EpicApplied SystemsEditorial reviewFits Multi-line agencies with 10 to 500+ staffThe standard for larger agencies; long learning curve.EZLynx Management SystemEZLynx (Applied Systems)Editorial reviewFits Personal lines-heavy agencies wanting AMS plus raterAMS plus a 330+ carrier rater; lighter on commercial.HawkSoftHawkSoft, Inc.Editorial reviewFits Small to mid-size independent P&C agenciesWell reviewed for small and mid agencies; Windows desktop app.JenesisNowJenesis SoftwareEditorial reviewFits Small personal lines agencies, especially in NCSmall-agency AMS with marketing bundled; thin public detail.Momentum AMS (formerly NowCerts)Momentum (NowCerts, Inc.)Editorial reviewFits Small and growing agencies wanting a cloud AMSLow cost, no contract; many features on higher tiers.QQCatalystVertaforeEditorial reviewFits Small personal lines agencies in the Vertafore worldSimple cloud AMS for small personal lines shops.
No tools match those filters.
4 tools
Agency Revolution FuseAgency Revolution (FMG Suite)Editorial reviewFits Agencies automating renewal and cross-sell outreachMarketing automation first, sales CRM second.AgencyZoomVertaforeEditorial reviewFits AMS360, QQCatalyst and NowCerts agenciesLive sync with AMS360, QQCatalyst and NowCerts only.Better AgencyGloveBoxEditorial reviewFits Small P&C agencies on Momentum (NowCerts)Low cost; only Momentum (NowCerts) has a documented sync.InsuredMineInsuredMineEditorial reviewFits Agencies wanting a CRM layer over Epic, AMS360 or NowCertsLong AMS list; sync depth varies by system.
No tools match those filters.
7 tools
Canopy ConnectCanopy Connect Inc.Editorial reviewFits Personal lines agencies collecting prior coveragePulls verified policy data fast; it collects data, not full apps.CaraCara (Oyster Technologies, Inc.)Editorial reviewFits Commercial agencies buried in quote, form and COI workModular commercial AI; integrations and pricing aren't public.CooperCooperEditorial reviewFits Commercial agencies on Applied Epic or AMS360Broad commercial scope, but young with no public reviews.Indio (Applied Collaboration Portal)Applied SystemsEditorial reviewFits Commercial agencies on Applied EpicDeep form library and Epic sync; built around Applied Epic.Instafill.aiBotmakers LLCEditorial reviewFits Agencies filling ACORD PDFs from mixed documentsFills many ACORDs from any source; no AMS sync, generic tool.InsurGridInsurGridEditorial reviewFits Small agencies wanting dec pages and ACORDs cheaply$99/month all-in; thin public proof beyond vendor claims.RelayGet TalkyEditorial reviewFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.
No tools match those filters.
5 tools
Applied CSR24 (Applied Epic Service Portal)Applied SystemsEditorial reviewFits Applied Epic agencies adding client self-servicePortal plus certificates in one; certificate features are basic.Certificate HeroCertificate Hero, Inc.Editorial reviewFits Mid-size and large commercial agenciesStrong issuance controls and AI contract review; quote-only pricing.CertificialCertificial, Inc.Editorial reviewFits Agencies wanting free, auto-updating certificatesFree and auto-updating; value depends on holders using it.RelayGet TalkyEditorial reviewFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.TrustLayerTrustLayer, Inc.Editorial reviewFits Commercial agencies offering COI tracking to clientsStrong holder-side tracking for clients; doesn't issue your COIs.
No tools match those filters.
5 tools
CoverflowCoverflowEditorial reviewFits Applied Epic agencies checking commercial renewalsCertified in Epic; young, with few published results.Exdion Policy CheckExdion Solutions Inc.Editorial reviewFits Commercial agencies outsourcing manual checksMature checking with human backup; thin public detail.FulcrumFulcrumEditorial reviewFits Large commercial brokerages replacing outsourcingProven at large brokers; built for big shops, pricing unlisted.Patra Policy Checking AIPatraEditorial reviewFits Commercial agencies wanting self-serve or done-for-youSelf-serve or done-for-you; personal lines only on custom work.QuandriQuandriEditorial reviewFits Personal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.
No tools match those filters.
6 tools
Agency Revolution FuseAgency Revolution (FMG Suite)Editorial reviewFits Agencies automating renewal and cross-sell outreachMarketing automation first, sales CRM second.AgencyZoomVertaforeEditorial reviewFits AMS360, QQCatalyst and NowCerts agenciesLive sync with AMS360, QQCatalyst and NowCerts only.InsurSyncInsurSyncEditorial reviewFits HawkSoft agencies with personal lines renewalsReview, requote and email in one task; HawkSoft-only sync.QuandriQuandriEditorial reviewFits Personal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.ReFocus AIReFocus AIEditorial reviewFits Personal lines agencies remarketing rate-hit renewalsRules-driven requoting at 39 carriers; half are still beta.RenewalCompassRegency Software LLCEditorial reviewFits Small agencies tracking renewals in spreadsheetsCheap, simple renewal board; manual CSV imports, no requoting.
No tools match those filters.
What's happening
Insurtech news, and what it means for your agency. All news
Travelers adds AI document upload to Travis for small business workers' comp quotes
Travis Upload & Go reads ACORD apps, dec pages and handwritten notes to prefill Travelers WC quotes. It is WC-only for now.
ReadApplied launches Epic Conductor, an AI layer built into Applied EpicEpic Conductor adds document extraction, policy checking, accounting automation and submission tracking inside Epic. Pricing and timing are not public.
ReadCooper becomes an Applied Certified Partner, with Epic connectivity includedCooper's AI tool now connects to Applied Epic through Applied's vendor certification program. No separate Applied API purchase is needed.
ReadOutmarket AI raises $34.5M Series B four months after its Series ASignalFire led the round for Outmarket, which sells AI policy checking and proposal tools that connect to agency management systems.
ReadNew this year
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