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AttioAI CRM

Attio earns a high NPS (+29), with 100% of switchers happy with the move. Its edge is superior UI/UX and embedded AI legacy players can't easily match. But the case is fragile: 53% would have stayed with comparable AI. Attio works best for teams under 20 sellers with simple GTM motions, pushing stronger companies to Salesforce as they scale.

Partners only
Day AIAI CRM

Day AI has a strong founder team in CRM (built HubSpot) and $20M from Sequoia, but scored low on data quality in our survey. The trust gap forces customers to run legacy CRMs in parallel — a pattern that questions whether Day AI can become a system of record

Partners only
MonacoAI CRM

Monaco combines AI-native CRM with forward-deployed sales executives, charging $25-50K annually. Sam Blond's 'Sam-as-a-service' model creates strong early traction among well-funded startups, but scaling the high-touch approach without eroding differentiation presents the core challenge for this premium-positioned platform.

Partners only
ReevoAI CRM

Reevo's conversational intelligence reportedly handles "80-90% of Gong," and one buyer called it "a net price reduction" versus their Apollo + Gong stack. Having raised $80M at a $500M valuation, the question is whether its unified Revenue OS can match best-in-class point solutions or stay limited to simpler greenfield deployments.

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Can Outmarket expand into the MGA / Carrier market with significantly higher TAM?
Bull case ↑
Outmarket can leverage data suite or submission intake to access MGA / carrier markets.
  1. Develop & cross-sell MGA specific workflow solutions to current MGA logos buying its data suite. While MGA / carrier workflows differ from brokerages, underlying ingestion capability is the same.
  2. Own submission intake at the brokerage level, eliminating the need for carriers to re-clean the same data downstream. Winning Tier 1 brokers captures the majority of submission volume — carrier adoption could then pull more brokerage partners onto the platform.
“There’s overlap in the kinds of data held by these two types of players in the insurance industry. So eventually there might be some convergence”
Head of GTM | AI Insurtech
“The reason we often buy software is not so much because we need it. It’s because we want to go to our customers — who for us [a large carrier] are mostly brokers — and say we are completely integrated with Applied.”
IT Leadership | Carrier
Bear case ↓
Carrier and MGA expansion requires significant investment in a hotly contested market.
  • No evidence expansion is a near-term priority, given their focus on moving upmarket in brokerages and the 2025 shift to back-office automation.
  • Significant investment required to build new GTM motion and product to compete with well-funded players like FurtherAI & Pace AI.
  • Well-capitalized competitors have already developed mature intake capabilities on the carrier / MGA side.
“Not that much right now, to be honest. Are we going to venture into carrier workflows? Potentially, but we have a lot to do on the broker side first.”
Head of Product | AI Insurtech
“The enterprise [carrier] market takes a really, really long time to sell into. You could prove it works quickly, then twiddle your thumbs for months waiting on a peer review.”
Former GTM | AI Insurtech
What makes or breaks the deal?
What makes the deal
Outmarket wins Tier 1 brokerages and builds traction in carrier / MGA market
  • Greenfield is wide and Outmarket is already winning in Tier 2s against a better-funded incumbent; Tier 2 traction translates into Tier 1 wins.
  • Outmarket accelerates product & GTM to reach more logos before Fulcrum gets there.
  • Outmarket leverages its data & analytics suite or upstream brokerage position to unlock carriers / MGAs.
What breaks the deal
Multi-front squeeze boxes Outmarket into Tier 2 head-to-head vs Fulcrum
  • Market capped at top and bottom: Tier 1 adoption limited by DIY; long tail adopts generic LLM agent plug-ins.
  • Greenfield in Tier 2 narrows with each customer contested by Fulcrum.
  • Better-capitalized cross-segment players like FurtherAI lock out intake needs at carriers / MGAs.
Search is a persistent pain point, driving lawyers to spend excessive time finding precedents or fall back on less relevant prior work.
How often do lawyers at your organization struggle to find the most relevant internal precedent or prior work product?
Very often
10%
Often
26%
Sometimes
37%
Occasionally
13%
Rarely
12%
Not sure
2%
“If your Windows desktop was, you know, millions of documents and, you know, with virtually no organizational schema, that’s what most law firm DMS look like.”
— CIO | AmLaw 200
“The biggest complaint I get from partners is: ‘I’ve got 5 million documents in this thing and I can’t find the contract I need.’”
— Co-founder & Chief AI Officer | Legal Tech
Sources: Market participant survey Mar 2026 (Overall N=100), market participant interviews Feb / Mar 2026 (N=22)
Altis

Altis Sourced Expert – Call Transcript

Owner & COO | Commercial insurance brokerage

May 12, 2026 · AI InsurTech Market Study · Outmarket

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