Find the right AI tools for any job, task or industry.BANKING, INVESTMENT & INSURANCE · PRACTITIONER
Insurance broker
AI tools to consider for an insurance broker include Akur8, Earnix, Ptally and Shift Technology. They support tasks common in this work: insurance claims & actuarial work, statistics & data science and analyze data.
Also known as: insurance agent
Insurance claims & actuarial work
Support claims, underwriting, and actuarial pricing.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| PtallyNot verified | Insurance pricing: build, validate and test rating models, then price quotes from your AI client. | Pricing not verified | Tool + MCP | Site checked |
| Shift TechnologyShift Technology | AI decisioning for insurance claims, fraud and underwriting. | Pricing not verified | Tool | Site checked |
| TractableTractable | Computer vision that assesses vehicle and property damage from images. | Pricing not verified | Tool | Site checked |
| UnderridgeNot verified | Underridge, an SI underwriting desk: a verdict and IC package from a deal's documents or ticker. | Pricing not verified | Tool + MCP | Site checked |
| 1099PolicyNot verified | Verify, quote and track contractor insurance in your 1099Policy account. | Pricing not verified | Tool + MCP | Site checked |
| Akur8Akur8 | Transparent machine-learning pricing platform for actuaries. | Pricing not verified | Tool | Site checked |
| CertgioNot verified | Check a certificate of insurance (COI) against contract insurance requirements. US only. | Pricing not verified | Tool + MCP | Site checked |
| EarnixEarnix | Analytical pricing and rating platform for insurance and banking. | Pricing not verified | Tool | Site checked |
Statistics & data science
Build statistical models, run experiments, and analyse research data.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| Akur8Akur8 | Transparent machine-learning pricing platform for actuaries. | Pricing not verified | Tool | Site checked |
| EarnixEarnix | Analytical pricing and rating platform for insurance and banking. | Pricing not verified | Tool | Site checked |
| SAS ViyaSAS | Enterprise analytics, statistics and AI platform common in pharma, banking and government. | Contact sales | Tool | Site checked |
| JuliusJulius AI | Chat with spreadsheets and data files to clean, analyse and chart results. | Free + paid | Tool + MCP | Site checked |
| PyMCPyMC Labs and community | Open-source Python library for probabilistic programming and Bayesian inference. | Open source | Tool | Site checked |
| StanStan Development Team | Open-source platform for Bayesian statistical modelling and inference. | Open source | Tool | Site checked |
| QueueSimNot verified | Queueing simulation: M/M/c, staffing, Erlang C checks, and multi-step models built from nodes. | Pricing not verified | Tool + MCP | Site checked |
| DeepnoteDeepnote | Collaborative data notebook with an AI agent for analysis. | Free + paid | Tool + MCP | Site checked |
Analyze data
Explore operational data, build reports, and communicate trends.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| Microsoft Power BI with CopilotMicrosoft | Business intelligence reports and dashboards with Copilot assistance for exploring data, writing summaries, and generating reports. | Usage based | Tool | Source reviewed |
| Eightfold AIEightfold AI | AI talent platform supporting candidate discovery, interviews, talent development, and workforce planning, with recruiters retaining hiring decisions. | Contact sales | Tool + MCP | Source reviewed |
| Airtable AIAirtable | Build and work with databases, applications, reports, and automations using Airtable’s AI assistant. | Free + paid | Tool + MCP | Source reviewed |
| QuickBooks Intuit IntelligenceIntuit | Use business-data-aware chat and accounting automation inside QuickBooks to organize transactions and explore financial questions. | Paid | Tool | Source reviewed |
| PerplexityPerplexity | An AI answer engine that researches web sources, provides cited responses, and supports deeper research and file analysis. | Free + paid | Tool + MCP | Source reviewed |
| UiPathUiPath | Platform combining robotic process automation, AI agents, document processing, and orchestration to automate business operations. | Paid | Tool | Source reviewed |
| Microsoft 365 CopilotMicrosoft | AI assistance within Microsoft productivity apps and work information. | Paid | Tool | Source reviewed |
| ClaudeAnthropic | A conversational assistant for documents, research, analysis, and software work. | Free + paid | Tool | Source reviewed |
Fields this role works in
Common questions
What AI tools can an insurance broker use?
Akur8, Earnix, Ptally, Shift Technology and Tractable are good places to start. Tasks they support in this work include: insurance claims & actuarial work, statistics & data science and analyze data.
How should AI output be checked in this role?
Treat it as a draft. Confirm facts, figures, and citations against the original source, and keep accountable decisions with a qualified person. Check the vendor’s data terms before sharing anything confidential.
No paid ranking. Reviewed 2026-11-04. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →