# Insurance renewal agents for small businesses

Canonical: https://www.safecli.org/research?q=Insurance%20renewal%20agents%20for%20small%20businesses
Discovery checked: 2026-10-19T14:16:42.781Z

## Red hot market
Many direct alternatives, with recent funding, launches or customer activity across multiple companies.
Red hot: at least 6 direct vendors, 3 sourced signals in 180 days, 2 companies and 2 signal types, after multi-angle discovery. Greenfield candidate: at most 2 direct and 3 adjacent vendors plus 2 recent unmet-need sources from different publishers. Low counts alone never qualify.

## ReliaPilot (ReliaMinds)
Domain: reliaminds.com
Policy lifecycle automation
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-19T14:16:47.758Z
Details: https://www.safecli.org/company/reliaminds.com
Source: ReliaPilot | The Queryable Insurance Agency — Agentic AI for Brokers & MGAs — https://reliaminds.com/
Source: ReliaPilot Features | Integration · Workflow Automation · Agency Brain · Queryable Chat Agent — https://www.reliaminds.com/features

## Covera
Domain: covera.com
AI-native renewal automation
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:47.758Z
Details: https://www.safecli.org/company/covera.com
Source: Covera Health — https://covera.com/
Source: Covera Health — https://covera.com/

## Operalytix
Domain: operalytix.com
AI renewal outreach
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-19T14:16:47.758Z
Details: https://www.safecli.org/company/operalytix.com
Source: Home · Operalytix — https://operalytix.com/
Source: Security · Operalytix — https://operalytix.com/security
Source: Pricing · Operalytix — https://operalytix.com/pricing
Source: Employee app Data Processing Agreement · Operalytix — https://operalytix.com/app/dpa
Source: Customers · Operalytix — https://operalytix.com/customers
Source: Book a demo · Operalytix — https://operalytix.com/demo
Source: Solutions · Operalytix — https://operalytix.com/solutions
Source: Employee app privacy policy · Operalytix — https://operalytix.com/app/privacy

## Gordian
Domain: gordianhq.com
Small agency automation
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/gordianhq.com
Source: Gordian — Automation for Independent P&C Agencies — Gordian — https://www.gordianhq.com/

## Relay AI
Domain: tryrelay.co
AI quoting automation
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/tryrelay.co
Source: Quoting Automation For Personal Lines Agencies | Relay AI — https://www.tryrelay.co/

## Renew-IQ
Domain: renew-iq.com
AI renewal automation
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/renew-iq.com
Source: Renew-IQ | AI-Powered Insurance Renewal & BOR Automation — https://www.renew-iq.com/

## Quandri
Domain: quandri.io
AI renewal intelligence
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/quandri.io
Source: How Vienneau reimagined renewals: 85% ROI and 6,000 hours saved | Customer Story — https://www.quandri.io/customer-story/vienneau-insurance-ai-powered-personal-lines-renewals

## DouxProcess
Domain: getdoux.com
Renewal workflow automation
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/getdoux.com
Source: Renewal automation for insurance agencies · DouxProcess — https://getdoux.com/workflows/renewals

## Cooper
Domain: askcooper.ai
AI coworker automating ACORD forms, submissions, quote comparison, and renewals within Applied Epic.
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-28T14:03:44.011Z
Details: https://www.safecli.org/company/askcooper.ai
Source: Cooper: AI for Insurance Professionals — https://askcooper.ai/
Source: Cooper for Retail Agencies — AI for Insurance — https://www.askcooper.ai/product/retail-agencies
Source: Cooper for Wholesale Brokers — AI for Insurance — https://www.askcooper.ai/product/wholesale-brokers
Source: Cooper for MGA & Insurers — AI for Insurance — https://www.askcooper.ai/product/mgas-insurers
Source: Cooper for Claims TPA — AI for Insurance — https://www.askcooper.ai/product/claims-tpas
Source: Integrations — Applied Epic, AMS360, HawkSoft, ACORD & Loss Runs | Cooper — https://www.askcooper.ai/integrations
Source: Compare Cooper Lite and Cooper — https://www.askcooper.ai/lite/compare
Source: Cooper Lite — Get more accounts to market. Faster. — https://www.askcooper.ai/lite

## Apeironix
Domain: apeironix.com
Workflow automation platform
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/apeironix.com
Source: #1 Insurance Workflows Automation Platform | Apeironix — https://apeironix.com/

## EZLynx (Applied)
Domain: ezlynx.com
Insurance agency platform
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/ezlynx.com
Source: Insurance Services of Idaho Selects EZLynx to Automate Policy Renewals and Power Agency Growth — https://www.ezlynx.com/news/press-releases/2025/insurance-services-of-idaho-selects-ezlynx-to-automate-policy-renewals-and-power-agency-growth/

## AGENCYMATE
Domain: agencymate.com
Agency management system
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/agencymate.com
Source: Best Insurance Broker Software 2026: Compare Top AMS & CRM Tools — https://agencymate.com/insights/best-insurance-broker-software/

## HubSpot CRM
Domain: hubspot.com
General CRM platform
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/hubspot.com
Source: CRM for Insurance Agents and Agencies | HubSpot — https://www.hubspot.com/products/crm/insurance

## Insurso
Domain: insurso.com
Renewal management platform
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/insurso.com
Source: Insurso — Never lose a renewal to a competitor again — https://insurso.com/

## Applied Epic
Domain: appliedsystems.com
Agency management system
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/appliedsystems.com
Source: Insurance Software for Independent Agencies | Applied Systems — https://appliedsystems.com/

## MyBookOfBiz
Domain: mybookofbiz.com
Intelligent agency workspace
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/mybookofbiz.com
Source: Run your independent insurance agency from one intelligent workspace. — https://mybookofbiz.com/
Source: Never lose a renewal again — https://mybookofbiz.com/renewal-management

## Certificial
Domain: certificial.com
COI automation platform
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:44.280Z
Details: https://www.safecli.org/company/certificial.com
Source: Certificial | Best Certificate of Insurance Tracking Software For Real-Time Policy Monitoring — https://certificial.com/

## Brinq
Domain: brinq.net
Renewal management tool
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-19T14:16:42.781Z
Details: https://www.safecli.org/company/brinq.net
Source: Brinq: Insurance Renewal Management for AMS360 Agencies — https://brinq.net/

## Interpretation
Company-published evidence, not an independent audit. Unknown means unverified, not absent. Market labels are research heuristics, not proof of demand.