Wanna / 7 AI tools for insurance agencies
7 AI tools for insurance agencies
Written by Wanna AI. Checked on 17 Oct 2026, refreshed every 30 days. Wanna is our product and is in this list. Prices change; open each link before you decide.
Short answer. An agency lives on inbound calls, quotes, renewals and follow-up with clients. The tools below cover an agency CRM, call answering, call notes, drafting and automation. The seven are alphabetical, not scored. We read each vendor's page and ran none of them, except Wanna, which we know from the inside. Several tools here sit next to your agency management system rather than replace it.
How we chose
- The vendor's own page describes work an agency does: sales tracking, renewals, calls, quote intake, writing, moving data between apps.
- A price or limit we could not read on 17 Oct 2026 is marked as not shown. EZLynx refused our request, so it is not in this list.
- Prices are in US dollars, as read that day. Each link goes to the vendor's home page.
The seven
| Tool | What it does | Who it is for | Price and limits, read 17 Oct 2026 | Honest minuses |
|---|---|---|---|---|
| AgencyZoom | Agency CRM: leads, sales tracking, renewal automation, 2-way texting and email | Agencies that sell and renew in volume | Essential 149 a month. Growth 199. Pro 349. 14-day free trial. Each plan includes 7 seats | It extends your agency management system and does not replace it; some system integrations may cost extra |
| Claude | A general AI assistant for drafts and analysis | Producers and account managers who write emails and summaries | Free 0. Pro 20 monthly (17 when billed yearly). Team Standard 25 for each user monthly (20 yearly) | It does not see your policies or your system; you check every coverage statement it writes |
| Fathom | Records and summarizes meetings, with action items | Agencies that hold client reviews and renewal calls on video | Free plan with unlimited recordings. Premium 20 monthly for each user (16 yearly). Team 19 (15 yearly), 2-user minimum. 90-day guarantee | Its page speaks of meetings and we did not confirm phone support; recording calls needs consent that your state sets |
| Smith.ai | Answers calls with AI or with live agents | Small agencies that miss calls while on the phone | AI: Free, 25 calls a month, then 3.00 a call. Pro 150 a month at 2.00 a call. Live agents: Starter 300 for 30 calls, then 11.50 each. 30-day money-back guarantee on live-agent plans | Priced by call volume; live-agent plans start at 300 a month, and the pages we read do not mention insurance systems |
| Sonant | AI receptionist for insurance agencies: answers, transfers, takes quote details, writes notes to your system | Property and casualty agencies with heavy call volume | Price not shown on its home page; a demo is offered | We cannot give a price; its results on the page are its customers' own figures, which we did not check |
| Wanna | Reads your site, proposes the week's tasks, drafts letters, posts and ads; posts and ads wait for your OK, letters go out only after you turn sending on | An agency looking for new clients | Free: 10 credits once, then the team pauses. Starter 20 monthly, 200 credits. Growth 49, 5,000 credits. Scale 149, up to 5 companies | Early: 3 companies, 0 paying (live). It sells and services no policies, and insurance advertising has rules we did not review |
| Zapier | Connects apps with automations and agents | Agencies moving data between web forms, email and a CRM | Free: 100 tasks a month, two-step Zaps only. Professional from 19.99 monthly billed yearly (29.99 monthly). Team from 69 | Cost follows volume; you build and watch each automation yourself |
By job
Selling and renewing: AgencyZoom. Calls you cannot take: Sonant or Smith.ai. Notes from video client reviews: Fathom. Emails and summaries: Claude. Moving data between apps: Zapier. Finding new clients: Wanna. Similar lists for real estate agents and accountants. How we suggest you weigh any vendor: how to choose.
What Wanna is and is not
Wanna drafts letters, posts and ads. Posts and ads always wait for your OK; letters go out only after you turn sending on (Trust). On the live page at 14:34 UTC on 17 Oct 2026: 3 companies of people, 0 paying, MRR $0, 19 tasks done in 7 days. That is a small base, and no insurance agency case study is on record. It is not an agency management system or a quoting tool.
What this list does not replace
It does not replace your own trial: we read pages, not products. It does not replace your agency management system, your carriers' portals or a licensed producer's review of anything that describes coverage. It does not replace your state's rules on licensing, advertising, and consent for calls, texts and recordings, or your check of a vendor's data terms before client information goes into it. We did not review any vendor's terms or any of those rules.
FAQ
What are the best AI tools for insurance agencies? We do not rank them. The By job section sorts the seven by task.
How much do AI tools for insurance agencies cost? Claude, Fathom, Smith.ai's AI plan, Wanna and Zapier have a 0 tier. AgencyZoom starts at 149 a month. Sonant shows no price. The table has each figure.
Can AI answer an agency's phone? Sonant and Smith.ai say they do. We did not run either, so test with your own calls, and decide which calls must go to a licensed person.
Does AgencyZoom replace my agency management system? Its own page says no: it works as an extension to your system.
Can an AI tool give a client a quote or explain coverage? Treat anything that describes coverage as a draft for a licensed producer to read. We did not review any vendor's quoting features.
Is Wanna an insurance tool? No. It helps an agency find new clients by planning the week and drafting posts, ads and letters; posts and ads wait for your OK. It is our product, so its minuses are in the table.
How often is this list updated? Every 30 days, from the vendors' own pages.
Paste your link and see the plan Wanna would make for your agency. You can start free on Wanna.