AI tools for insurance agents35 AI tools, checked and tracked
All the AI tools for insurance agents in one place, from customer service agents to marketing automation and vertical AI agents. One kind of tool from the full AI tools directory.
Updated 30 October 2026
- Submit your AI tool for insurance agentsRun one? Send it in and I’ll add it to the list and queue it for a hands-on test.Submit it →
- AI customer service agents
Ada
Freshdesk Freddy AI
Intercom
LivePerson
Zendesk AI Agents
- AI marketing automation tools
HubSpot Marketing Hub
Salesforce Agentforce Marketing
Levitate
- Vertical AI agents
Gail
Quandri
Roots (Bevaya)
- Other AI tools for insurance agents
OpenAI Codex
Claude
Fathom
Applied Systems
Vertafore
Friss
Akur8
Shift Technology
Tractable
UnderwriteAI
ChatGPT Images
Bing Image Creator
Perplexity Shopping
Zapier
Make
Docusign
Gaya AI
IBM watsonx Orchestrate
Pipedrive AI
unLocked CRM
ICRM
Cal.com
Calendly
Zoho Sites
Other AI tools for finance
Still looking? Browse 300 AI tools for finance across 12 lists: accounting tools, bookkeeping tools, trading bots and more.
- AI trading botsBots that trade or send trading signals on their own: place orders by a set of rules, watch markets all day, send buy and sell alerts and test a plan on past prices.5 tools
- AI accounting toolsTools that handle accounting work with AI: categorise transactions, reconcile accounts, prepare financial reports and answer questions about your numbers.38 tools
- AI bookkeeping toolsTools that keep the books with AI: read receipts and invoices, categorise transactions, match bank feeds and track income and spending.19 tools
- AI tools for stock marketData analysis tools, research assistants, personal assistants and more, for one job.29 tools
- AI tools for investorsResearch assistants, data analysis tools, document processing tools and more, for one job.42 tools
- AI tools for finance professionalsVertical AI agents, document processing tools, data analysis tools and more, for one job.84 tools
- AI tools for actuariesData analysis tools, image generators, personal assistants and more, for one job.5 tools
- AI tools for real estate investorsData analysis tools, sales automation, content generators and more, for one job.33 tools
- AI tools for financial advisorsVertical AI agents, personal assistants, sales automation and more, for one job.37 tools
- AI tools for tax professionalsDocument processing tools, research assistants, vertical AI agents and more, for one job.36 tools
AI statistics, live monitors and how I test
- AI statisticsVisits, searches and demand for every category, monthly to October 2026.
- Live monitorsUptime, page speed, security and prices of the tested tools, checked every day.
- CheckersThe tools used during every review, explained one by one.
- Data sourcesWhere the monthly statistics come from and how they are read.
- How I testOne written procedure per category, the same scoring for every tool in it.
- Submit your AI toolNot on the list, or ready to be tested? Send it in for the next pull.