Digital & Customer
Compare 107 digital & customer tools to find the right one for your needs
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🔧 Tools
Compare and find the best digital & customer for your needs
Clinked
A white-label client portal for secure file sharing, communication, and task management.
SuiteDash
An all-in-one business software that combines CRM, project management, billing, and a client portal.
Copilot
A customizable client portal for service-based businesses to manage messaging, billing, files, and help centers.
Broker Buddha
A client portal and online application platform for independent insurance agencies.
ePayPolicy
An online payment processing solution designed specifically for the insurance industry.
Surefyre
A configurable platform for MGAs to automate the policy lifecycle, now part of Vertafore.
Solvemate
A chatbot platform that helps companies automate their customer support with a smart, context-aware chatbot.
Enterprise Bot
An AI platform that automates customer and employee interactions for enterprises, with a strong focus on the insurance sector.
Hyro
A conversational AI platform that focuses on creating simple, fast, and scalable voice and text-based virtual assistants, particularly for healthcare and real estate.
HawkSoft
An agency management system for independent insurance agencies, with a focus on workflows and customer service.
AgencyBloc
An agency management system for life and health insurance agencies.
Indio
A data collection platform for insurance agencies to digitize and automate the insurance application process.
Tidio
An all-in-one customer service platform with live chat, chatbots, and email marketing.
Document360
A dedicated platform for creating and managing self-service knowledge bases.
HelpCrunch
An all-in-one tool for customer support, marketing, and sales.
Front
A customer communication hub that brings all your channels into one inbox.
Indio
A cloud-based platform for commercial insurance agencies to digitize and streamline the client data capture process.
Boost.ai
A conversational AI platform that helps enterprises automate customer service and internal support.
Tars
A chatbot platform that allows you to create conversational workflows for your website and WhatsApp.
Glia
AI-powered digital customer service for insurance companies, boosting satisfaction and speeding up claims.
Cognigy
An enterprise-grade Conversational AI platform for building advanced AI Agents for customer service in insurance.
Tidio
An all-in-one customer service platform combining live chat, AI chatbots, and multichannel communication for small to mid-sized insurance businesses.
Moxo
A client interaction hub for managing client relationships and streamlining workflows.
NowCerts
A cloud-based agency management system for insurance agencies, with a focus on automation and ease of use.
Socotra
A cloud-native, API-driven core platform for insurers.
Gorgias
A customer service platform designed specifically for ecommerce businesses.
Gladly
A radically personal customer service platform.
Guru
A knowledge management solution that delivers information to you when you need it.
Notion
A versatile workspace for notes, docs, wikis, and project management.
Re:amaze
A unified customer service platform for ecommerce businesses.
Hiver
A customer service solution that works directly inside Gmail.
AgencyBloc
An agency management system designed specifically for life and health insurance agencies to manage clients, policies, and commissions.
Botpress
An open-source and extensible conversational AI platform for building chatbots.
Ada
An AI-native customer service platform that helps insurance companies automate inquiries and improve the policyholder experience.
Yellow.ai
A conversational AI platform that helps insurance companies automate customer experience and build autonomous agents.
Verloop.io
A conversational AI platform for customer support and engagement, helping insurance companies automate interactions.
EZLynx
A cloud-based agency management system and comparative rater for independent insurance agents.
InsuredMine
A CRM and sales automation platform for insurance agencies.
LiveAgent
An omnichannel help desk software that streamlines communication.
Ada
An AI-powered platform for building and managing automated chatbots.
Discourse
Modern, open-source forum software for building online communities.
Duck Creek OnDemand
A cloud-based platform for P&C insurers offering policy, billing, and claims management solutions.
Applied Epic
A comprehensive agency management system for mid-size and enterprise independent agencies.
Kore.ai
An AI platform for creating intelligent virtual assistants (IVAs) to automate customer and agent experiences in insurance.
Haptik
An AI-powered chatbot platform that helps insurers engage customers, offer personalized policy recommendations, and streamline support.
Inbenta
An AI platform for insurance that automates customer service, streamlines claims, and enhances digital adoption.
Intercom
A customer communications platform with AI chatbot features for lead qualification, onboarding, and support in the insurance sector.
LiveChat
A live chat and help desk platform that includes chatbot automation to help insurance agencies engage website visitors and capture leads.
Leena AI
An AI-powered platform focused on automating employee and customer service, with applications for the insurance industry.
Duck Creek Suite
A cloud-native, low-code platform for P&C insurance, covering policy, billing, claims, and more.
Applied Epic
A leading agency management system for insurance agencies and brokerages.
Jenesis Software
An agency management system for independent insurance agencies, with a focus on simplicity and affordability.
Freshdesk
An omnichannel helpdesk ticketing system that helps you provide seamless customer support.
HubSpot Service Hub
Connects all your customer service data and channels on one CRM platform.
Intercom
A conversational relationship platform that helps businesses build better customer relationships.
Zoho Desk
Customer service software that helps you put your customers at the heart of your company.
Help Scout
A customer service platform designed for growing businesses.
Kustomer
An omnichannel SaaS platform that provides a complete view of the customer journey.
Vanilla Forums
An enterprise-grade online community software.
Drift
A conversational marketing and sales platform.
EZLynx
A comprehensive insurance software that streamlines agency operations and enhances customer service.
EZLynx
An all-in-one agency management system with a leading comparative rater.
IBM watsonx Assistant
An AI-powered virtual agent that provides fast, consistent, and accurate answers across any application, device, or channel.
Freshworks Customer Service Suite
An omnichannel customer service suite with AI-powered chatbots to unify support for insurance businesses.
Amelia
A market-leading conversational AI agent for enterprises, designed to handle complex customer service tasks in the insurance industry.
Drift
A conversational marketing and sales platform that uses AI chatbots to qualify leads and connect them with insurance agents in real-time.
HubSpot Service Hub
Part of the HubSpot CRM platform, this tool offers chatbot functionality for lead capture, support, and routing inquiries for insurance agencies.
Guidewire InsuranceSuite
A leading core system for P&C insurers, covering policy, billing, and claims.
BriteCore
A cloud-native core platform for P&C insurers, MGAs, and startups.
Zendesk
A service-first CRM company that builds software designed to improve customer relationships.
Salesforce Service Cloud
A complete customer service solution that empowers agents and delights customers.
Guidewire InsuranceSuite
A comprehensive core system platform for P&C insurers, covering the entire insurance lifecycle.
AgentCubed
An all-in-one CRM, lead management, and policy management software for insurance agencies.
Dialogflow
A natural language understanding platform that makes it easy to design and integrate a conversational user interface into your mobile app, web application, device, bot, interactive voice response system, and so on.
Amazon Lex
A service for building conversational interfaces into any application using voice and text.
Zendesk
A comprehensive customer service suite with AI-powered bots to help insurance teams automate responses and manage inquiries.
Majesco
A provider of cloud-based software solutions for the insurance industry, covering P&C and L&A.
Salesforce Financial Services Cloud for Insurance
A CRM platform for insurers to manage customer relationships, policies, and claims with digital engagement tools.
Lemonade
A digital insurance company offering renters, homeowners, car, pet, and life insurance through a mobile app.
Insurity
A provider of cloud-based software and analytics for P&C carriers, brokers, and MGAs.
Vertafore AMS360
A comprehensive agency management system for independent insurance agencies.
Confluence
A team collaboration and knowledge management tool.
Majesco P&C Intelligent Core Suite
A cloud-native core insurance platform for P&C personal, commercial, and specialty lines.
QQCatalyst
A cloud-based agency management system from Vertafore for small to mid-sized independent insurance agencies.
Vertafore AMS360
A complete insurance agency management system for independent agencies.
Insurity
A provider of cloud-based software and analytics for the P&C insurance industry.
Insurity Sure Suite
An integrated suite of software solutions for P&C insurers, including policy, billing, and claims.
Applied Mobile
A mobile app for insurance agents to access and manage client information from their agency management system on the go.
GloveBox
A white-labeled mobile and web app for insurance agencies to provide a self-service portal to their clients.
Travelers MyTravelers
A self-service mobile app and web portal for Travelers insurance policyholders.
Policygenius
An online insurance marketplace that allows consumers to compare quotes and buy policies for various types of insurance.
Clearcover
A digital car insurance company that uses technology to offer lower prices and a better customer experience.
Bolttech
An international insurtech company that provides a technology platform for embedded insurance.
Income Insurance App
A mobile app for Income Insurance policyholders in Singapore to manage their policies and services.
HealthSherpa
A platform for insurance agents and consumers to enroll in Affordable Care Act (ACA) health plans.
Open Insurance
A technology platform that enables businesses to embed white-label or branded insurance products into their digital experiences.
Amidel Insurance App
A white-label mobile app for insurance companies and financial advisors to engage with their customers.
First Connect Insurance
An all-in-one insurtech platform for independent agents to grow their agencies.
Insly
A low-code insurance software for MGAs, insurers, and brokers.
Systems iO Quote & Bind
A platform for insurers and brokers to streamline the insurance distribution process.
Backnine Quote & Apply
A multi-carrier quoting and eApplication platform for life insurance and other products.
HealthSherpa
A free platform for agents to quote and enroll individuals in ACA health insurance plans.
Coterie Insurance
A tech-driven platform that simplifies small business insurance for agents and brokers.
CoverForce
An API-first platform for quoting and binding commercial insurance.
EBI.AI
A conversational AI platform that helps insurers automate quotes, renewals, and claims, freeing up agents for high-value tasks.
Spixii
A specialized conversational AI platform focused on automating core insurance processes like claims, sales, and service.
Clare.AI
A specialized conversational AI platform for the financial services and insurance industry in Asia.