Best AI Tools for Insurance Agents and Brokers in 2025
Insurance agents and brokers are using AI to communicate with clients more effectively, process information faster, and generate leads. Here is what is working in practice in 2025.
Best AI Tools for Insurance Agents and Brokers in 2025
Client Communication (Claude Pro)
Insurance requires clear communication about complex products. AI excels at translating insurance jargon into language clients understand.
- Policy explanations: “Explain [policy type] coverage in plain language for a client who is [profile]. Emphasize what is covered, what is not, and common misconceptions.”
- Claim guidance: “Write an email guiding a client through the [claim type] process. Include: what to document, timeline expectations, and next steps. Tone: empathetic and clear.”
- Renewal communication: “Write a renewal email for a client whose premium is increasing by [X%]. Explain the market factors driving the increase and suggest coverage review options.”
Prospecting and Lead Generation
Perplexity Pro for researching target businesses and their insurance needs. Claude for generating personalized outreach emails that demonstrate understanding of the prospect’s industry and risk profile. The combination of research + personalized communication produces significantly better response rates than generic outreach.
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