LIVE DEMO — INDEPENDENT AGENCIES

The 5 PM certificate request, intaken by 5:01.

An agency’s phone is certificates, billing questions and quote requests all day — and every unanswered ring is an insured wondering why they pay you. The AI answers every call and chat, 24/7: verifies the COI request against the account, walks new business through your intake questions, and books the producer’s real calendar.

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

Every ring on the service line: answered, intaken, logged — CSRs freed for the work that binds.

One day with the AI

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

6:45 AM · The jobsite certificate

A contractor needs a COI before the site opens. The AI answers, verifies the request against the account, captures the holder details, and drafts the certificate for CSR release — confirmation texted before the crew clocks in.

12:10 PM · The lunchtime referral

A referral calls about commercial coverage. The AI runs your qualification questions — operations, drivers, prior carrier, loss history — and books the producer with a workable submission, not a name and a callback.

5:20 PM · The billing tangle

“Why did my payment change?” The AI answers what your approved information covers — due dates, payment options, who to contact at the carrier — and routes the rest to your CSR with the transcript attached.

What it does for you

Service line, absorbed

Certificates, billing questions, policy documents, mortgagee changes: intaken and answered from your approved information, 24/7, in up to 40 languages.

New business, qualified

Your intake questions asked on every quote call — producers start from complete submissions, transcripts filed to the account.

Never adjusts, never advises

First-notice details captured by YOUR script; claims emergencies and coverage questions routed to licensed humans by your rules — the claim guard blocks the rest.

Watch it run a service desk like yours

The demo is the product, configured for an independent agency: the AI intakes a COI request, qualifies a quote call and routes a claims call. Fill four fields and YOUR version — your lines, your carriers page, your intake questions — lands in your inbox in about two minutes.

Interactive: test your hardest service call
Built for YOUR agency from your website
Flat price, unlimited CSRs and producers — never per seat

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.

“I need a certificate for my landlord today.”

Verifies against the account, captures the holder details, drafts for CSR release by your E&O rules — and confirms to the insured.

“My roof is leaking right now — what do I do?”

Takes first-notice details by your script and routes by your rules — emergency language triggers immediate transfer. The AI never adjusts.

“How much would you charge to insure my bakery?”

Never invents a premium. Runs your intake questions and books the producer who quotes it properly.

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

Can it really draft a COI?

It intakes and verifies the request against the account, then drafts for your CSR to review and release — your E&O rules decide what auto-sends and what waits for a human.

What about policyholder data?

The AI answers from your approved knowledge only and never improvises. Conversations stay in your agency’s record — with a fully on-premises option on servers the agency owns.

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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 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