DoozaAI Employees
Dooza CrewBuild your team of AI employeesPhone callsCrew answers your calls, included in your planBy industry
Insurance AgentsPortals, inbox, renewalsTruck DispatchersLoad boards, brokers, billingAccountantsClient documents, statements, deadlinesLaw FirmsIntake, client updates, records, docketsOwner-OperatorsInvoices, PODs, detention, IFTADone for you
Custom AI agentsWe build and run an agent for one jobPricingAboutBlogTen AI tools an independent agency can use in 2026, from AI receptionists to AI inside your AMS, with prices read on each vendor page, who each fits, and one honest limit for each.
Checked October 26, 2026. Prices were read on each vendor's own pricing page. Several agency tools (Sonant, Applied Epic, EZLynx) do not publish prices; we say so. Prices change: re-check before you buy. Dooza Crew is our product and our top pick for independent agencies; we say why, and where the others fit better.
Our top pick for an independent agency is Dooza Crew: AI employees for carrier portals, the inbox, certificates, renewals and lead follow-up, $49 a month for the whole organization, and it asks before it sends anything. For an AI receptionist built for P&C agencies, look at Sonant or Frontdesk. If you run Applied Epic or EZLynx, check the AI already inside them (Epic Max, EZLynx EVA). For call notes, Fathom and Fireflies have free plans.
Most agents have tried it; few agencies have built it in. In Liberty Mutual's 2026 study, "65% of agents used AI on the job at least a few times in the past year—up from 37% in 2025", yet "Fourteen percent of agents said their agency has already implemented an AI tool or solution". The Big "I" Agents Council for Technology found "just 8% said AI is currently embedded in their daily workflows", while 45% use ChatGPT and other public large language models. The gap is between agents trying chat tools and agencies running AI on real work.
| Tool | What the AI does | Price (vendor page, Oct 26) | Free option |
|---|---|---|---|
| Dooza Crew (ours, top pick) | AI employees for carrier portals, inbox, certificates, renewals, lead follow-up; takes phone calls | $49/mo per organization, unlimited users and agents, AI usage included | 7 days free (card required) |
| Sonant | AI receptionist for P&C agencies, connects to your AMS | Quoted after a demo | No |
| Frontdesk | AI call answering, claims intake, quote-call qualifying | $99/mo ($79/mo billed annually), 200 voice minutes | 7-day free trial |
| Smith.ai | Call answering, AI-first or human-first | Receptionist plans from $300/mo for 30 calls | Not stated |
| Agent CRM (AgentAI) | Insurance CRM with an AI assistant for lead follow-up | Agency package $495/mo plus $1,000 setup (DIY) | Free trial |
| Applied Epic (Epic Max) | AI research, Q&A and recaps inside Applied Epic | Not public | No |
| EZLynx EVA | Email drafts, account summaries and help inside EZLynx | Not public | No |
| Fathom | AI notes and summaries for client calls | Premium $20/mo ($16 billed annually) | Free forever plan |
| Fireflies.ai | Meeting transcripts and summaries | Pro $10 per seat/mo billed annually | Free forever plan |
| Claude | General assistant: emails, policy document summaries | Pro $17/mo billed annually ($20 monthly) | Free plan |
Crew gives an independent agency AI employees: one for carrier portals, one for the inbox, one for certificates and changes, one for renewals, one for lead follow-up. Each has its own computer and browser, works around the clock, and works with your CSRs and producers in one chat. Before it sends anything, it asks you to Approve, Edit or Reject.
Try Dooza Crew free for 7 days, or see Dooza for insurance agents.
Sonant answers agency calls, verifies the caller, handles routine requests and routes the rest, and connects to EZLynx, Applied Epic, HawkSoft and AMS360. Its home page says "Sonant is now an Applied Epic Certified Vendor Integration".
Frontdesk answers calls, takes claims intake, qualifies quote calls and books the producer call, with integrations for Applied Epic, Vertafore AMS360, EZLynx and HawkSoft. Its insurance page says "The AI does not bind policies or quote rates directly."
Smith.ai answers calls 24/7 and lets you choose AI-first, hybrid or human-first handling, with lead qualifying and appointment booking. It is not insurance-specific.
Agent CRM's AgentAI lets you "Train your own AI-powered assistant that automates lead follow-up and customer communication for you."
Applied announced that "Epic Max extends Applied Epic with built-in AI capabilities, including advanced research, natural language Q&A" and information recaps.
EZLynx added three EVA features: Email Content Assist (drafts with your length, tone and topic), Account Summarization (a recap of the communication history with suggested next steps) and Product Assistance (how-to answers about EZLynx) (EZLynx AI features).
Fathom records Zoom, Meet and Teams calls and gives instant AI call summaries, handy for prospect and renewal reviews.
Fireflies transcribes and summarizes meetings and has an AI assistant, AskFred, for questions about past calls.
General chat assistants draft client emails and summarize long policy documents. They are the AI most agents already use: 45% of agencies in the ACT report use ChatGPT and other public large language models.
Running an independent agency? See Dooza for insurance agents, our insurance lead cost calculator, or best AI tools for small business.
For an independent agency, our top pick is Dooza Crew (our product): AI employees for carrier portals, the inbox, certificates and changes, renewals and lead follow-up, each with its own computer and browser, for $49 a month for the whole organization after a 7-day free trial. It asks before it sends anything. For an AI receptionist built for P&C agencies, look at Sonant (quote after a demo) or Frontdesk ($99 a month). For meeting notes, Fathom has a free plan.
In the Liberty Mutual 2026 Independent Agency Growth Study, 65% of agents said they used AI on the job at least a few times in the past year, up from 37% in 2025. But only 14% said their agency has implemented an AI tool, and the Big "I" ACT report found just 8% of agencies have AI embedded in daily workflows.
Yes. Sonant is built for P&C agencies and integrates with agency management systems such as Applied Epic, EZLynx, HawkSoft and AMS360; it quotes its price after a demo. Frontdesk has insurance pages and starts at $99 a month with a 7-day free trial. Dooza Crew agents also take phone calls, included in the $49 plan.
Dooza Crew fills fillable PDF forms such as ACORD 25 and 125 when you upload your fillable copy, and saves the filled form for you to check. It also fills web forms and portal screens. Scanned PDFs without form fields cannot be filled.
Not on its own in the tools here. Frontdesk says its AI does not bind policies or quote rates directly. Dooza Crew never sends anything without your approval. Licensed staff stay in charge of coverage decisions.
Check your agency's AI policy first. Only 18% of agents told Liberty Mutual their agency has a well-defined policy on AI use. General chat tools are not built for insurance data, so remove client details or use a tool your agency has approved.
A lead AI agent plus helper agents that browse the web, write files and ask you before they send or pay. 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap.
Ten AI tools a small property management company can use in 2026, from AI built into AppFolio, Buildium, DoorLoop and Rentvine to AI leasing agents and AI phone answering, with prices read on each vendor page, who each fits, and one honest limit for each.
Ten AI tools an independent mortgage broker or loan officer can use in 2026, from the loan origination system and document checks to CRM, client retention and AI phone answering, with prices read on each vendor page and one honest limit for each.
Got busywork? Dooza it.
Try Dooza Crew, AI agents that do your busywork: 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap. Want a custom agent built for you instead? A Dooza engineer scopes it on a free 30-minute call and it starts as a refundable pilot. See pricing.
Crew: 7-day free trial · Custom agents: refundable pilot, 100% refund within 14 days
Dooza builds AI products and services for small businesses. Custom Dooza agents start with a refundable pilot: 100% refund within 14 days.
Or start now: Dooza Crew, AI employees you chat with from web or phone, watching every step live in chat: free for 7 days, then $49 a month for your whole organization (unlimited users and agents, no per-seat fee) with AI usage included and a hard spending cap. Want it done for you instead? Dooza Managed, $200/month.