ZANUS FRONT OFFICE FOR HEALTH & HUMAN SERVICES — REMINDERS & OUTREACH
Reminders that reach the client — and stop the moment a person should call.
The interview reminder two days before, the documents still due, the recertification deadline in three weeks, the freed clinic slot offered to the next client, the flu-clinic or open-enrollment announcement, the status update when a request moves. Every sequence runs on its own clock, on the channel the client chose, in their language — and a reply alerts a person. Consent and opt-out rules are built in.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
Text, email or an AI call, in the client’s language: confirm, move or cancel from the message; a missed interview triggers rebooking, not a closure.
Cases due for renewal, documents outstanding, a change to report — reminded with your wording, on their channel, until received or a worker steps in.
Clinic seasons, enrollment periods, a new program, a closure notice — drafted by the AI, approved by you, sent only to clients who opted in.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm client, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can clients opt out?
Always, in one tap, per sequence or entirely. Opt-outs are honored across every channel and recorded on the client’s record. Nothing is sent to a client who has not consented under your rules.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own agency. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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