LIVE DEMO — COMMERCIAL LINES BROKERS

A submission is forty questions. Now they get asked every time.

Commercial new business dies on incomplete submissions: operations, payrolls, fleets, loss history — collected across five callbacks. The AI answers every inquiry, 24/7, and walks the prospect through your full submission intake in one conversation — in their language, transcript filed — then books the producer meeting.

Get started

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

The submission intake, completed in one pass — the producer starts with a workable file.

One day with the AI

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

7:50 PM · The expiring-policy shopper

A business owner sixty days from renewal shops brokers at night. The AI runs your commercial intake — operations, locations, payroll bands, prior carrier, loss history — books the producer, and sends the document checklist. Five callbacks become zero.

9:30 AM · The mid-term certificate wave

A contractor client’s GC demands certificates for three projects at once. Each request verified against the account, holder details captured, drafts queued for release by your rules — while your account managers stay on renewals.

2:35 PM · The audit-notice panic

An insured gets a premium-audit letter and calls confused. The AI explains the process from your approved knowledge, lists what to prepare from your checklist, and books the account manager — calm restored, zero interruption.

What it does for you

Submissions intaken complete

Your forty questions, asked patiently in one conversation — phone or chat — with the transcript and structured intake filed to the account.

Account service, answered

Certificates, auto ID cards, policy documents, audit process questions: handled from your approved information around the clock.

Coverage advice, never

Limits and coverage questions route to your licensed brokers by your rules — the AI handles logistics and information, humans handle judgment.

Watch it build a submission in one call

The demo walks a commercial prospect through the full intake and books the producer — configured for a commercial brokerage. Your personal version, built from your website with your appetite and intake questions, arrives in about two minutes.

Test it on your own intake questionnaire
Every intake transcribed to the account
Flat price — unlimited producers and account managers

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.

“Can you quote our trucking operation?”

Never quotes a premium. Runs your full submission intake — units, radius, drivers, losses — and books the producer with the file already built.

“What do I need for the premium audit?”

Reads your audit-preparation checklist verbatim and books the account manager for anything specific to the policy.

“Do we have coverage for the new warehouse?”

Never answers a coverage question. Captures the details and routes to the account team by your rules — with the request logged.

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

Our appetite changes by carrier and class. Can it keep up?

Appetite is knowledge: publish what you write and the AI answers from it — and only it. Out-of-appetite callers get your referral wording instead of a wasted producer meeting.

Who controls what it says about coverage?

You do, absolutely: approved information only, coverage questions escalated to licensed staff, every conversation transcribed. The claim guard is the E&O story.

YOU MIGHT ALSO NEED

The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your brokerage — 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