Insurance agency management systems · 2026-09.1
Was Ebix (SmartOffice) named in AI answers? 22 Sep 2026 record What ChatGPT, Claude, Perplexity, Google AI Overviews and Google AI Mode answered about insurance agency management systems on 22 September 2026, and where Ebix (SmartOffice) came up.
Ebix (SmartOffice) was named in 3 of 150 answers when buyers asked AI about insurance agency management systems. Applied Systems, the most named vendor here, was named in 127. Its strongest question was “What is the best agency management system for a life and health benefits agency?”: 3 of 15. It was absent from “What is the best agency management system for a small independent P&C agency?”, where Applied Systems was named in 15 of 15.
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Observed naming
3 of 150 valid answers
3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)
Observed answers on stated dates, not a ranking. This is not a judgment of product quality.
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By engine and question Shortlist wheel for Ebix (SmartOffice), Insurance agency management systems: named in 3 of 150 answers ChatGPT Claude Perplexity Google AI Overviews Google AI Mode Best option Alternative Buyer evaluation Specific workflow 1 2 3 4 5 6 7 8 9 10 Ebix (SmartOffice) Insurance agency management systems Named in 3 of 150 answers Five engines, 22 September 2026 Filled marks: named in at least 2 of 3 scheduled repeats. Open marks: below that threshold. Dashed marks: excluded answers leave the threshold uncertain. Counts and intervals follow for each question.
Answer capture date: 2026-09-22.
By engine ChatGPT 0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)
Claude 3 of 30 valid answers, 10.0% (Wilson 95% interval 3.5% to 25.6%)
Perplexity 0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)
Google AI Overviews 0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)
Google AI Mode 0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)
By buyer question Each count is over valid answers to the exact question. Excluded answers are outside that base.
What is the best agency management system for a small independent P&C agency? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q1 . Excluded answers: 0. Type: best option.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What is the best agency management system for a growing commercial lines brokerage? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q2 . Excluded answers: 0. Type: best option.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What is the best agency management system for a life and health benefits agency? 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
Question q3 . Excluded answers: 0. Type: best option.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What are the best alternatives to EZLynx? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q4 . Excluded answers: 0. Type: alternative.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What are the best alternatives to Applied Epic? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q5 . Excluded answers: 0. Type: alternative.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What are the best alternatives to AgencyZoom? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q6 . Excluded answers: 0. Type: alternative.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
HawkSoft vs EZLynx: which agency management system is better? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q7 . Excluded answers: 0. Type: buyer evaluation.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
Applied Epic vs EZLynx: which one is worth the price? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q8 . Excluded answers: 0. Type: buyer evaluation.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
What should I look for when choosing an agency management system? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q9 . Excluded answers: 0. Type: buyer evaluation.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
Which AMS should a new scratch agency with two producers start with? 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Question q10 . Excluded answers: 0. Type: specific workflow.
Ask the engine yourself; answers vary by run. ChatGPT Perplexity Claude
Questions with no recorded naming What is the best agency management system for a small independent P&C agency? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) HawkSoft : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%) NowCerts : 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%) Zywave : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) What is the best agency management system for a growing commercial lines brokerage? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) HawkSoft : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%) EZLynx : 9 of 15 valid answers, 60.0% (Wilson 95% interval 35.7% to 80.2%) Partner XE (SIS) : 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%) Zywave : 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%) NowCerts : 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%) BindHQ : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) What are the best alternatives to EZLynx? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) HawkSoft : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) NowCerts : 10 of 15 valid answers, 66.7% (Wilson 95% interval 41.7% to 84.8%) AgencyZoom : 7 of 15 valid answers, 46.7% (Wilson 95% interval 24.8% to 69.9%) AgencyBloc : 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%) NextAgency : 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%) Zywave : 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%) GloveBox : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) What are the best alternatives to Applied Epic? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) HawkSoft : 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%) NowCerts : 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%) AgencyBloc : 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%) AgencyZoom : 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%) GloveBox : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) What are the best alternatives to AgencyZoom? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
AgencyZoom : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) AgencyBloc : 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%) EZLynx : 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%) HawkSoft : 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%) InsuredMine : 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%) GloveBox : 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%) NextAgency : 5 of 15 valid answers, 33.3% (Wilson 95% interval 15.2% to 58.3%) NowCerts : 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%) HawkSoft vs EZLynx: which agency management system is better? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) HawkSoft : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) Vertafore : 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%) AgencyZoom : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) InsuredMine : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) Applied Epic vs EZLynx: which one is worth the price? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) What should I look for when choosing an agency management system? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
No checked vendor was named. Which AMS should a new scratch agency with two producers start with? Ebix (SmartOffice): 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)
Other checked vendors named in valid answers to this question:
Applied Systems : 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%) EZLynx : 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%) NowCerts : 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%) Vertafore : 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%) HawkSoft : 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%) AgencyZoom : 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%) InsuredMine : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%) Zywave : 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
Vendor domain citations 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
The full Insurance agency management systems checked set Full checked set, sorted by observed counts, not a ranking. Vendor Named Vendor domain cited Applied Systems 127 of 150 valid answers, 84.7% (Wilson 95% interval 78.0% to 89.6%) 54 of 150 valid answers, 36.0% (Wilson 95% interval 28.8% to 43.9%) EZLynx 111 of 150 valid answers, 74.0% (Wilson 95% interval 66.4% to 80.4%) 35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%) HawkSoft 97 of 150 valid answers, 64.7% (Wilson 95% interval 56.7% to 71.9%) 34 of 150 valid answers, 22.7% (Wilson 95% interval 16.7% to 30.0%) Vertafore 92 of 150 valid answers, 61.3% (Wilson 95% interval 53.3% to 68.8%) 20 of 150 valid answers, 13.3% (Wilson 95% interval 8.8% to 19.7%) NowCerts 48 of 150 valid answers, 32.0% (Wilson 95% interval 25.1% to 39.8%) 7 of 150 valid answers, 4.7% (Wilson 95% interval 2.3% to 9.3%) AgencyBloc 35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%) 15 of 150 valid answers, 10.0% (Wilson 95% interval 6.2% to 15.8%) AgencyZoom 31 of 150 valid answers, 20.7% (Wilson 95% interval 15.0% to 27.8%) 3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%) NextAgency 22 of 150 valid answers, 14.7% (Wilson 95% interval 9.9% to 21.2%) 14 of 150 valid answers, 9.3% (Wilson 95% interval 5.6% to 15.1%) InsuredMine 13 of 150 valid answers, 8.7% (Wilson 95% interval 5.1% to 14.3%) 8 of 150 valid answers, 5.3% (Wilson 95% interval 2.7% to 10.2%) GloveBox 10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%) 1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%) Zywave 10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%) 3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%) Partner XE (SIS) 6 of 150 valid answers, 4.0% (Wilson 95% interval 1.8% to 8.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) Ebix (SmartOffice) 3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) BindHQ 1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) Agency Systems (Newton) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) Dyad 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) NASA (Eclipse) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) Quikfuzion 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) SIBRO 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%) 0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Release and method Release 2026-09, version 2026-09.1 Published 2026-09-23 Answer capture date 2026-09-22 Source capture dates 2026-09-21 Engines ChatGPT, Claude, Perplexity, Google AI Overviews, Google AI Mode Configuration 10 fixed target questions, 5 engines, 3 repeats. No controls were run for this category. Method version v1.1 Excluded answers 0 target answers excluded; exact reasons are listed. No controls were run for this category. Commissioned engagement No commissioned engagement is declared for this category. Exact names and listed aliases are matched without case sensitivity at word boundaries. Plain word names require a listed qualifier nearby in the same sentence or the canonical domain among cited URLs. A vendor citation counts only when that answer also names the vendor under this rule.
Answer text for releases before 2026-09 was not retained. For release 2026-09 and later, the full answer text is kept and published in the release's Zenodo deposit and on the receipt pages, except Perplexity, where the method keeps a scored excerpt of at most 60 words and the share link.
Download and cite Release JSON · Category CSV · DOI 10.5281/zenodo.22907695
How to cite: Broadcastwell. The Absence Index, Insurance agency management systems, version 2026-09.1. Permanent record . CC BY 4.0 with attribution to Broadcastwell.
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About this page Observed answers on stated dates, not a ranking. This is not a judgment of product quality.
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