Thunderdome B2B SaaS AI Visibility Index

← Insurance Agency Management ranking

Use-case fit · Prompt 2 of 8 · September 2026

A real buyer question from the September 2026 snapshot, asked 3× to each of the three models. 9 answers recorded.

“We're a small P&C agency that needs policy management, client records, and commission tracking in one system. What should we use?”

ChatGPT answered 3× this snapshot

For a small P&C agency, I’d usually narrow it to AgencyZoom, EZLynx Management System, Applied Epic, or HawkSoft, depending on size, workflow, and budget. Short answer If you want one system for policy management, client records, and commissions: Best for small agencies wanting simplicity and modern UX: AgencyZoom Best if you want AMS + comparative rater in one ecosystem: EZLynx Best if you’re growing fast and want…

Named across its answers: 1. Applied Epic2. AgencyZoom3. EZLynx4. HawkSoft5. AMS360

Verbatim excerpt from one collected ChatGPT answer; formatting flattened, words untouched.

HawkSoft is the most consistently present brand, appearing in all 9 answers across every model, but Applied Epic wins on first-mention rate (5 of 9) and average position (1.3 vs 2.6). Applied Epic's visibility is entirely ChatGPT-driven, meaning it has zero presence with Gemini, which is a real concentration risk for any marketing strategy built around AI referrals.

AI-generated read of the September 2026 measurements.

Who wins this question

Contested Consensus

All three models name EZLynx and HawkSoft on this question.

ChatGPTClaudeGemini mentioned · first · avg. pos
HawkSoft 443333111 9/9 · 3× first · #2.6
EZLynx 324544222 9/9 · never first · #3.1
Applied Epic 131111 6/9 · 5× first · #1.3
AgencyZoom 61565 5/9 · 1× first · #4.6
Vertafore AMS360 222 3/9 · never first · #2
QQCatalyst 454 3/9 · never first · #4.3
NowCerts 583 3/9 · never first · #5.3
Better Agency 33 2/9 · never first · #3
AgencyMatrix 44 2/9 · never first · #4
AMS360 2 1/9 · never first · #2
Applied TAM 2 1/9 · never first · #2
Salesforce 5 1/9 · never first · #5

Each square is one collected answer; the number is the brand's position in that answer. Lime = the very first recommendation. Unlinked brands were named by the models here but sit outside this category's published top 15 overall. Showing the top 12 of 14 brands named at least once. Never mentioned here: AgencyBloc, Vertafore, AWS.

Build variants of this question: the Insurance Agency Management prompt tree → ← Previous prompt Next prompt →

Part of the Insurance Agency Management snapshot: 72 answers across 8 prompts. Full category ranking · Compare brands head-to-head · Methodology.