CRM / distribution

AI-native (5)

• Boost Insurance

  API-based insurance infrastructure platform that packages compliance, capacity, and technology into a turnkey insurance-as-a-service stack for insurtechs, MGAs, and embedded distribution partners across the US P&C market.

• Cover Genius

  Global embedded-insurance infrastructure platform whose XCover distribution engine lets the world's largest digital companies sell warranty, travel, shipping, auto, and home protection at checkout across 60+ countries and all 50 US states via a single API.

• Embroker

  AI-native US digital insurance brokerage and MGA for business insurance — D&O, EPL, cyber, tech E&O, professional liability and commercial package coverage — serving startups, technology companies, law firms, biotech, real estate, accountants and financial professionals through the proprietary Embroker ONE platform, with reinsurance capacity from Munich Re and Everest Re and a 2024 fronting partnership with Everspan.

• Newfront

  AI-native US commercial insurance broker and employee-benefits platform. Newfront places business insurance and total-rewards programs for middle-market clients, with a proprietary data platform (Navigator, Benji) and AI tools for benefits Q&A, contract review and quote comparison.

  Parent: Willis Towers Watson (WTW)
• Zelros

  AI platform for insurance distribution — recommending the right product to the right customer at the agent's or bancassurance teller's point of sale. 15 named European carriers and bancassurance partners in production, headquartered in Paris.

Modern SaaS (8)

• Applied Epic

  Cloud-based agency management system for mid-market and enterprise independent insurance agencies. Manages P&C and benefits operations, policy lifecycle, pipeline, quoting, submissions, accounting, and reporting from a single platform.

• Ask Kodiak

  Commercial-lines appetite and eligibility platform that centralizes carrier appetite, rating, and product eligibility data for distribution partners via API and web interface.

• Bold Penguin

  Commercial-lines submission exchange and quoting platform for agents, brokers, MGAs, and carriers. Uses AI agents to extract, enrich, score, and route submissions from prospecting to bind.

• iPipeline

  End-to-end cloud platform for life and annuity new-business workflow, underwriting, policy administration, and producer distribution.

• Salesforce Financial Services Cloud for Insurance

  Salesforce's insurance-specific CRM — Financial Services Cloud combined with the former Vlocity Insurance industry cloud — covering producer and distribution management, policyholder 360, agent/broker portals, and guided processes for quote, service, and claims.

  Parent: Salesforce, Inc.
• Sureify

  Digital engagement platform for US life and annuity carriers spanning quoting and e-application (LifetimeACQUIRE), policyholder self-service (LifetimeSERVICE), agent portals (LifetimeAGENT), and post-issue engagement (LifetimeENGAGE).

• Vertafore AMS360

  Cloud-based agency management system for independent insurance brokers and agents; centralizes policy, accounting, compliance, document management, and client communications.

• Zywave

  Broker-facing SaaS platform for US and UK insurance agencies and brokerages. Bundles sales enablement, quoting, employee-benefits client communication, and an extensive library of agency marketing and compliance content.

  Parent: Clearlake Capital Group

Legacy

No tools on this generation yet.