We've compared 2 tools across pricing, features, ratings, and reviews to help you make an informed decision. No paid placements — just facts.
Compare different tools →| Feature |  Kay.ai FinTech |  Salesforce CRM & Sales |
|---|---|---|
| Rating | No reviews yet | No reviews yet |
| Pricing |
as of Aug 30, 2026 | $25/user/mo as of Sep 11, 2026 |
| Pricing Model | Contact Sales | Free Trial |
| Free Plan | ||
| Free Trial | 30 days | |
| API Available |
| Verified | Verified |
| Founded | — | 1999 |
| HQ | 240 Kent Ave, Rm B8, Brooklyn, NY 11249, USA | San Francisco, CA |
| Team Size | Business, Enterprise | SMBs to enterprises |
| Platforms | — | WebiOSAndroid |
| Top Integrations | Microsoft TeamsEmailAMS (Agency Management System) | SlackTableau |
| Key Features |
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| Description | Kay.ai is an AI automation tool built for insurance agencies and brokerages that logs into existing systems, navigates portals, fills out forms, reads documents, and updates agency management systems the same way a human team does. It automates repetitive insurance operations such as submissions, renewals, policy checking, certificates, endorsements, carrier downloads, and AMS activities, running 24/7 without new software or API integrations. It learns from user corrections, pauses and asks the team when uncertain via Microsoft Teams or email, and keeps a fully auditable record of every action. | Salesforce is the world's most popular CRM, trusted by 150,000+ companies including 90% of the Fortune 500. The Customer 360 platform unites marketing, sales, commerce, service, and IT teams around a single source of truth about every customer. |
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