LIVE DEMO — EMPLOYEE BENEFITS BROKERS

Open enrollment: every employee calls. Your team stops drowning.

A benefits broker serves two floods: employers shopping plans, and their employees calling with enrollment questions the HR manager forwards straight to you. The AI answers both, 24/7, in 40 languages: employer inquiries qualified by your intake, employee questions answered from the plan materials you approved — and every out-of-scope question routed to your licensed team.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR agency

The plan materials, answerable: enrollment dates, how-to steps, plan documents — verbatim.

One day with the AI

Three moments from a typical benefits brokers front office — handled while your team does the human part.

8:35 PM · The employee’s enrollment question

An employee stuck in the portal calls at night. The AI answers from the plan materials and how-to guides you approved — deadlines, steps, where to find the summary — in the employee’s language, and routes plan-choice questions to your licensed team by your rules.

10:05 AM · The employer shopping renewal

A 60-employee company unhappy at renewal calls to compare. The AI runs your group intake — headcount, current carrier, renewal date, pain points — and books the consultant with the census checklist already sent.

2:25 PM · The qualifying-event call

“I just got married — can I add my spouse?” The AI explains the qualifying-event basics from your approved materials, lists the documents from your checklist, and routes the specifics to the account team, logged.

What it does for you

Enrollment season, survivable

The employee-question flood answered from approved plan materials around the clock — your account managers work renewals instead of repeating deadlines.

Employer pipeline, qualified

Group size, renewal dates, current carriers: your intake on every prospect call, transcripts filed, consultants booked with context.

Licensed advice, protected

Plan recommendations and eligibility determinations route to your licensed people by your rules — the AI informs from documents, never advises.

Watch it survive open enrollment

The demo fields an employee’s portal question, qualifies an employer prospect and books the consultant — configured for a benefits brokerage. Your personal version, built from your website, arrives in about two minutes.

Test it on your groups’ real questions
Per-group knowledge, answered verbatim
Flat price — every employee call included

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Which plan should I pick?”

Never recommends. Shares the approved plan-comparison materials and routes the choice conversation to your licensed team.

“When does open enrollment end?”

Answers the exact date from the approved materials for that group — the same correct answer, the thousandth time it’s asked.

“What would you charge to handle our benefits?”

Explains your published service model exactly as written, runs the group intake, and books the consultant.

Answering services relay messages. Carrier portals wait for insureds to click. Meanwhile the certificate request sits until morning and the storm-week calls hit voicemail. The Zanus AI front office ANSWERS — phone and chat, 24/7, in the insured’s language: certificates intaken, first-notice details captured by your script, producers booked — and never a word of coverage advice.

Questions, answered

Thousands of employee calls in enrollment season — really?

Unlimited simultaneous conversations at a flat price is the whole point: the season that used to require temp staff becomes a knowledge problem — publish the materials, the AI answers from them.

Employee benefits questions can be sensitive.

The AI answers from the approved materials only and routes personal-situation questions to your team by your rules. Conversations stay in your record — with a fully on-premises option on servers you own.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your benefits agency — documents, tasks, procedures, automations — is Back Office AI, specialized for Insurance. Most companies run both: one AI answering, one AI executing.

Back Office for Insurance →Explore Back Office AI