Best apps like IM Agent

10+ similar apps compared and reviewed

4.1 avg rating
10 free apps
Updated October 2026

Whether you want more options like IM Agent or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to IM Agent

5.0(2 ratings)
Free
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This app provides insurance professionals with a conversational AI interface to analyze their business data. It offers actionable insights, trends, and analytics to help producers and managers grow their business by understanding clients, policies, and prospects.

5.0(12 ratings)
Free
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Access insurer ratings, research, news, and financial data to make informed decisions. Track rating changes, search for companies, and receive notifications on industry updates. Gain insights into the financial strength and performance of insurance providers worldwide.

Ameritas Agent#3

Ameritas Agent by Ameritas Life Insurance Corp.

Quick and Easy Case Management
Worth Considering
💰 Finance
5.0(2 ratings)
Free
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Manage insurance applications and client information on the go. Access new business cases, track in-force activity, and get quick quotes for term life insurance. Stay updated with client milestones and customize notifications for effective business management.

More apps like IM Agent

4
Benefit PAL
Benefit PAL
Benefit PAL
by New Era LifeInsurance Company
Free

Manage your insurance policies, view coverage details, and make premium payments conveniently. Access policy information and stay updated on your coverage. This app simplifies insurance management for policyholders.

Access policy informationMake premium paymentsView coverage details
💰 Finance
(12)
free
5
Pinnacle Health & Benefits
Pinnacle Health & Benefits
Pinnacle Health & Benefits
by Pinnacle Financial Partners
Free

Easily manage your health savings accounts (HSA, HRA, FSA) on the go. Check balances, view claims, submit receipts, and manage investments securely with real-time access and intuitive navigation.

Check account balances 24/7View account summaries and claimsSubmit receipts via photo upload
💰 Finance
(13)
free
6
PNC BeneFit Plus
PNC BeneFit Plus
PNC BeneFit Plus
by PNC Bank, N.A.
Free

Manage your health benefit accounts like HSA, HRA, and FSA on the go. Quickly check balances, view claims, and file reimbursements with secure, real-time access to your account details.

Check account balancesView account details and chartsFile claims for FSA and HRA
💰 Finance
(795)
free
7
Insiderwave
Insiderwave
Insiderwave
by Insiderwave Inc.
Free

Access real-time stock trades from successful Wall Street investors. See their purchases, track performance, and replicate their strategies with integrated brokerage. Gain an edge with verified data.

Real-time investor trade alertsTrack portfolio performanceCopy trades with brokerage integration
💰 Finance
(175)
free with in-app purchases
8
MyCincinnati®
MyCincinnati®
MyCincinnati®
by The Cincinnati Insurance Company
Free

Manage your insurance policies, access documents, and handle payments. Report claims, request roadside assistance, and find helpful resources. Go paperless and connect with payment services.

Access policy documentsManage paymentsReport and view claims
💰 Finance
(4K)
free
9
Live Oak Bank
Live Oak Bank
Live Oak Bank
Live Oak Bank Mobile Banking
Free

Manage your finances with this FDIC-insured online bank. Access your accounts, deposit checks, move money, and view statements securely. Enjoy competitive rates and excellent customer service through a fast and accessible mobile app.

Manage profile and account namesCheck balances and transaction historyMove money between accounts
💰 Finance
(104)
free
10
Travelers IntelliDrive®
Travelers IntelliDrive®
Travelers IntelliDrive®
by The Travelers Indemnity Company
Free

This app monitors your driving habits to provide feedback and improve your safe driving performance. It helps you understand your driving score and offers resources for improvement. Your auto insurance policy may be rated at renewal based on the driving data collected.

Monitor driving performanceDistraction Free Streak featureSafe driving improvement resources
💰 Finance
(5.8K)
free