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

Secure Client Portal & Collaboration Tool

A white-label client portal for secure file sharing, communication, and task management.

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SuiteDash

All-in-One Business Software

An all-in-one business software that combines CRM, project management, billing, and a client portal.

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Copilot

The modern client portal for service businesses.

A customizable client portal for service-based businesses to manage messaging, billing, files, and help centers.

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Broker Buddha

The Client Portal for Independent Agents

A client portal and online application platform for independent insurance agencies.

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ePayPolicy

Insurance Payments Made Simple.

An online payment processing solution designed specifically for the insurance industry.

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Surefyre

Underwriting workbench & agent portal

A configurable platform for MGAs to automate the policy lifecycle, now part of Vertafore.

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Solvemate

The automation platform for customer service.

A chatbot platform that helps companies automate their customer support with a smart, context-aware chatbot.

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Enterprise Bot

AI-Powered Customer Engagement.

An AI platform that automates customer and employee interactions for enterprises, with a strong focus on the insurance sector.

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Hyro

The Conversational AI Platform That's Plug-and-Play.

A conversational AI platform that focuses on creating simple, fast, and scalable voice and text-based virtual assistants, particularly for healthcare and real estate.

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HawkSoft

Your Agency. Your Way.

An agency management system for independent insurance agencies, with a focus on workflows and customer service.

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AgencyBloc

The #1 Agency Recommended Management System

An agency management system for life and health insurance agencies.

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Indio

The Smart Way to Gather Insurance Application Data

A data collection platform for insurance agencies to digitize and automate the insurance application process.

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Tidio

A new way of customer communication.

An all-in-one customer service platform with live chat, chatbots, and email marketing.

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Document360

AI-powered knowledge base software for the whole team.

A dedicated platform for creating and managing self-service knowledge bases.

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HelpCrunch

Full-cycle customer communication platform.

An all-in-one tool for customer support, marketing, and sales.

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Front

The AI-powered customer operations platform.

A customer communication hub that brings all your channels into one inbox.

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Indio

The smart, simple, and modern way to collect client information.

A cloud-based platform for commercial insurance agencies to digitize and streamline the client data capture process.

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Boost.ai

The Leading Conversational AI Platform.

A conversational AI platform that helps enterprises automate customer service and internal support.

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Tars

Create chatbots to automate your customer service and lead generation.

A chatbot platform that allows you to create conversational workflows for your website and WhatsApp.

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Glia

The Customer Interaction Leader.

AI-powered digital customer service for insurance companies, boosting satisfaction and speeding up claims.

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Cognigy

The Leading Enterprise Conversational AI Platform.

An enterprise-grade Conversational AI platform for building advanced AI Agents for customer service in insurance.

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Tidio

A new way of customer communication.

An all-in-one customer service platform combining live chat, AI chatbots, and multichannel communication for small to mid-sized insurance businesses.

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Moxo

The OneStop Client Interaction Hub

A client interaction hub for managing client relationships and streamlining workflows.

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NowCerts

The Complete Agency Management System

A cloud-based agency management system for insurance agencies, with a focus on automation and ease of use.

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Socotra

The Future of Insurance is Open

A cloud-native, API-driven core platform for insurers.

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Gorgias

The ecommerce helpdesk that turns support into a profit center.

A customer service platform designed specifically for ecommerce businesses.

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Gladly

The customer service platform that puts people at the center.

A radically personal customer service platform.

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Guru

Your AI-powered knowledge base.

A knowledge management solution that delivers information to you when you need it.

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Notion

The connected workspace where better, faster work happens.

A versatile workspace for notes, docs, wikis, and project management.

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Re:amaze

Helpdesk, Live Chat, and Chatbot software for online businesses.

A unified customer service platform for ecommerce businesses.

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Hiver

The world's first helpdesk built for Google Workspace.

A customer service solution that works directly inside Gmail.

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AgencyBloc

The #1 Agency Recommended Management System for Life & Health Insurance Agencies.

An agency management system designed specifically for life and health insurance agencies to manage clients, policies, and commissions.

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Botpress

The ultimate platform for building AI assistants.

An open-source and extensible conversational AI platform for building chatbots.

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Ada

The AI-Powered Customer Service Automation Platform.

An AI-native customer service platform that helps insurance companies automate inquiries and improve the policyholder experience.

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Yellow.ai

The World's Leading Conversational AI Platform.

A conversational AI platform that helps insurance companies automate customer experience and build autonomous agents.

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Verloop.io

The Operating System for Customer Conversations.

A conversational AI platform for customer support and engagement, helping insurance companies automate interactions.

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EZLynx

The Future of Insurance is One Platform

A cloud-based agency management system and comparative rater for independent insurance agents.

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InsuredMine

The All-in-One Insurance Platform

A CRM and sales automation platform for insurance agencies.

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LiveAgent

Customer service software for businesses that care.

An omnichannel help desk software that streamlines communication.

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Ada

The AI-native customer service automation platform.

An AI-powered platform for building and managing automated chatbots.

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Discourse

Civilized Discussion.

Modern, open-source forum software for building online communities.

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Duck Creek OnDemand

The Intelligent Solutions Powering the Future of Insurance.

A cloud-based platform for P&C insurers offering policy, billing, and claims management solutions.

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Applied Epic

The world's most widely used insurance agency management system.

A comprehensive agency management system for mid-size and enterprise independent agencies.

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Kore.ai

The World's Leading Conversational AI Platform.

An AI platform for creating intelligent virtual assistants (IVAs) to automate customer and agent experiences in insurance.

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Haptik

The World's Leading Conversational AI Platform.

An AI-powered chatbot platform that helps insurers engage customers, offer personalized policy recommendations, and streamline support.

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Inbenta

The Conversational AI Platform.

An AI platform for insurance that automates customer service, streamlines claims, and enhances digital adoption.

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Intercom

The only complete AI-native customer service platform.

A customer communications platform with AI chatbot features for lead qualification, onboarding, and support in the insurance sector.

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LiveChat

Customer service platform for businesses that want to delight their customers.

A live chat and help desk platform that includes chatbot automation to help insurance agencies engage website visitors and capture leads.

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Leena AI

Transforming Enterprise Employee & Customer Experience.

An AI-powered platform focused on automating employee and customer service, with applications for the insurance industry.

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Duck Creek Suite

The Future of Insurance

A cloud-native, low-code platform for P&C insurance, covering policy, billing, claims, and more.

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Applied Epic

The World's Most Widely Used Agency Management System

A leading agency management system for insurance agencies and brokerages.

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Jenesis Software

Insurance Agency Management Made Easy

An agency management system for independent insurance agencies, with a focus on simplicity and affordability.

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Freshdesk

Delight your customers and employees with a refreshingly simple experience.

An omnichannel helpdesk ticketing system that helps you provide seamless customer support.

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HubSpot Service Hub

Customer service software that grows with your business.

Connects all your customer service data and channels on one CRM platform.

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Intercom

The only complete AI-native customer service platform.

A conversational relationship platform that helps businesses build better customer relationships.

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Zoho Desk

The industry's first context-aware help desk software.

Customer service software that helps you put your customers at the heart of your company.

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Help Scout

A better way to talk with customers.

A customer service platform designed for growing businesses.

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Kustomer

The CRM for customer service.

An omnichannel SaaS platform that provides a complete view of the customer journey.

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Vanilla Forums

The most powerful community platform in the world.

An enterprise-grade online community software.

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Drift

The new way businesses buy from businesses.

A conversational marketing and sales platform.

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EZLynx

Agency Management Systems & Insurance CRM Software.

A comprehensive insurance software that streamlines agency operations and enhances customer service.

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EZLynx

One system to run and grow your entire agency

An all-in-one agency management system with a leading comparative rater.

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IBM watsonx Assistant

Build and deploy conversational AI across any channel.

An AI-powered virtual agent that provides fast, consistent, and accurate answers across any application, device, or channel.

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Freshworks Customer Service Suite

Delightfully simple, powerfully smart.

An omnichannel customer service suite with AI-powered chatbots to unify support for insurance businesses.

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Amelia

The Enterprise AI Leader.

A market-leading conversational AI agent for enterprises, designed to handle complex customer service tasks in the insurance industry.

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Drift

The Revenue Acceleration Platform.

A conversational marketing and sales platform that uses AI chatbots to qualify leads and connect them with insurance agents in real-time.

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HubSpot Service Hub

Customer service software that builds loyalty and grows your business.

Part of the HubSpot CRM platform, this tool offers chatbot functionality for lead capture, support, and routing inquiries for insurance agencies.

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Guidewire InsuranceSuite

The Platform P&C Insurers Trust

A leading core system for P&C insurers, covering policy, billing, and claims.

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BriteCore

The Modern Core Platform for P&C Insurance

A cloud-native core platform for P&C insurers, MGAs, and startups.

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Zendesk

Champions of customer service.

A service-first CRM company that builds software designed to improve customer relationships.

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Salesforce Service Cloud

The world's #1 AI-powered customer service platform.

A complete customer service solution that empowers agents and delights customers.

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Guidewire InsuranceSuite

The platform P&C insurers trust to engage, innovate, and grow efficiently.

A comprehensive core system platform for P&C insurers, covering the entire insurance lifecycle.

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AgentCubed

A Powerful All-In-One Platform Built For Insurance Teams.

An all-in-one CRM, lead management, and policy management software for insurance agencies.

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Dialogflow

Build natural and rich conversational experiences.

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.

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Amazon Lex

Build conversational AI for your applications.

A service for building conversational interfaces into any application using voice and text.

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Zendesk

Champions of customer service.

A comprehensive customer service suite with AI-powered bots to help insurance teams automate responses and manage inquiries.

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Majesco

The Future of Insurance is Now

A provider of cloud-based software solutions for the insurance industry, covering P&C and L&A.

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Salesforce Financial Services Cloud for Insurance

Harmonize core insurance processes with modern digital engagement.

A CRM platform for insurers to manage customer relationships, policies, and claims with digital engagement tools.

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Lemonade

Insurance built for the 21st century.

A digital insurance company offering renters, homeowners, car, pet, and life insurance through a mobile app.

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Insurity

The Future of Insurance, Faster.

A provider of cloud-based software and analytics for P&C carriers, brokers, and MGAs.

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Vertafore AMS360

The Foundation of the Modern Agency

A comprehensive agency management system for independent insurance agencies.

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Confluence

The team workspace where knowledge and collaboration meet.

A team collaboration and knowledge management tool.

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Majesco P&C Intelligent Core Suite

The Future of Insurance, Faster.

A cloud-native core insurance platform for P&C personal, commercial, and specialty lines.

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QQCatalyst

The accessible, affordable, and intuitive agency management system.

A cloud-based agency management system from Vertafore for small to mid-sized independent insurance agencies.

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Vertafore AMS360

Power your agency with a best-in-class agency management system!

A complete insurance agency management system for independent agencies.

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Insurity

The Future of Insurance, Built on the Cloud

A provider of cloud-based software and analytics for the P&C insurance industry.

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Insurity Sure Suite

The Future of Insurance, Built on the Cloud.

An integrated suite of software solutions for P&C insurers, including policy, billing, and claims.

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Applied Mobile

On-demand access to your agency management system.

A mobile app for insurance agents to access and manage client information from their agency management system on the go.

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GloveBox

Your Agency. Your App. Your Brand!

A white-labeled mobile and web app for insurance agencies to provide a self-service portal to their clients.

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Travelers MyTravelers

Access Your Information When You Need It, Anytime from Anywhere.

A self-service mobile app and web portal for Travelers insurance policyholders.

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Policygenius

The easy way to compare and buy insurance.

An online insurance marketplace that allows consumers to compare quotes and buy policies for various types of insurance.

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Clearcover

Smarter car insurance.

A digital car insurance company that uses technology to offer lower prices and a better customer experience.

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Bolttech

The world's largest insurance exchange.

An international insurtech company that provides a technology platform for embedded insurance.

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Income Insurance App

Manage your insurance needs within a single app.

A mobile app for Income Insurance policyholders in Singapore to manage their policies and services.

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HealthSherpa

The fastest and easiest way to enroll in ACA health coverage.

A platform for insurance agents and consumers to enroll in Affordable Care Act (ACA) health plans.

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Open Insurance

All-in-one solutions for embedded insurance.

A technology platform that enables businesses to embed white-label or branded insurance products into their digital experiences.

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Amidel Insurance App

Your ultimate solution for seamlessly integrating cutting-edge insurance services.

A white-label mobile app for insurance companies and financial advisors to engage with their customers.

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First Connect Insurance

Fast Carrier Access and Management for Independent Agents

An all-in-one insurtech platform for independent agents to grow their agencies.

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Insly

Low-Risk Insurance Software

A low-code insurance software for MGAs, insurers, and brokers.

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Systems iO Quote & Bind

Streamline online product distribution

A platform for insurers and brokers to streamline the insurance distribution process.

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Backnine Quote & Apply

Selling Insurance, Simplified

A multi-carrier quoting and eApplication platform for life insurance and other products.

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HealthSherpa

#1 ACA Quoting and Enrollment Platform

A free platform for agents to quote and enroll individuals in ACA health insurance plans.

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Coterie Insurance

What easy small business insurance really feels like.

A tech-driven platform that simplifies small business insurance for agents and brokers.

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CoverForce

Insurance Distribution Infrastructure Platform

An API-first platform for quoting and binding commercial insurance.

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EBI.AI

Conversational AI that means business.

A conversational AI platform that helps insurers automate quotes, renewals, and claims, freeing up agents for high-value tasks.

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Spixii

Conversational Process Automation for Insurance.

A specialized conversational AI platform focused on automating core insurance processes like claims, sales, and service.

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Clare.AI

Conversational AI for Financial Institutions.

A specialized conversational AI platform for the financial services and insurance industry in Asia.

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