Agency Tech Guide
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4 tools · Updated Oct 2026

AI agency assistants

AI coworkers that take on service, intake and back-office work across the agency, beyond quoting.

Our picksOct 2026
1RelayOursReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.2QuandriStrong on personal lines renewals; narrow beyond them.3CooperBroad commercial scope, but young with no public reviews.How we pick

Every tool

Filter by what you write and the AMS you run. Listings are free and nobody pays for placement.

4 tools
CaraCara (Oyster Technologies, Inc.)Fits Commercial agencies buried in quote, form and COI workModular commercial AI; integrations and pricing aren't public.Commercial—Not publishedCooperCooperFits Commercial agencies on Applied Epic or AMS360Broad commercial scope, but young with no public reviews.Property · General liability · Workers' comp · Commercial auto · Cyber · E&S · Home · Personal auto · UmbrellaAPI + portalsCooper Lite $99/month introductory ($499 list); full product not publishedQuandriQuandriFits Personal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.Home · AutoAPI + portalsNot published (FirstChoice members get 15% off year one)RelayOursGet TalkyFits Agencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.Personal · CommercialCarrier portalsNot published; monthly plan confirmed per agency, plus your own ChatGPT plan

How to choose

What matters most, in order

Service work, not just quoting

At many agencies, billing questions, endorsements and certificates take most of the day. Ask for live examples on the three service tasks that cost your team the most time.

What it does that ChatGPT can't

Many staff already use general-purpose AI to draft replies and explain forms. Ask what this tool does that a ChatGPT or Claude plan with good instructions doesn't.

Systems it connects to

AMS, email, phone and carrier portals. Integration depth decides how much work it actually removes.

Oversight and inbox access

Know what it does on its own and what a person approves. Confirm which mailboxes it reads, and keep HR and payroll email out.

Install and IT

Check whether it needs a desktop install, admin rights or single sign-on. Loop in your IT provider before training day.

Our full ranking4 ranked · How we rank
RankToolBest forOur take
1RelayOursPersonal · CommercialAgencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.Review →2QuandriHome · AutoPersonal lines agencies on Epic, AMS360 or HawkSoftStrong on personal lines renewals; narrow beyond them.Review →3CooperProperty · General liability · Workers' compCommercial agencies on Applied Epic or AMS360Broad commercial scope, but young with no public reviews.Review →4CaraCommercialCommercial agencies buried in quote, form and COI workModular commercial AI; integrations and pricing aren't public.Review →

Ours Relay is built by the team behind Agency Tech Guide. How we rank our own product

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