ZANUS FRONT OFFICE FOR INSURANCE AGENCIES — AI BRIEFING NEW
Your morning starts with the overnight already handled.
Before the office opens: how many policyholders called after hours, which quote requests came in and were worked, which first notices of loss were filed after last night’s storm, which certificates are waiting on an account manager, which renewals are ninety days out with no contact, which cancellation notices landed — and the three clients who need a licensed producer to call today. In-app and by email, every day.
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 AI Briefing menu: the morning digest, then ask your pipeline anything.
What it does
Calls answered, quote intakes taken, FNOLs filed and routed, certificate requests logged, reviews booked — the service desk starts with the work done.
The prospect closing on a house Friday, the contractor stuck at the gate, the policyholder asking “am I covered” — ranked, with the transcript.
“How many quote requests this week?” “Which renewals have no contact yet?” Answers from your data only — no data, no claim.
Inside AI Briefing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Ask-your-pipeline: question your business in plain language
"Which deals went quiet this week?" "Which commercial account asked about a certificate this week?" "How many proposals are still unopened before renewal?" It answers ONLY from your tenant’s data — no data, no claim, the same discipline as every Zanus answer. It can draft the follow-up email; sending always stays with you.
- Contacts, companies, funnels, quotes, transcripts, stats
- Numbers come from queries, never from model memory
- Drafts land in your operator queue — never auto-sent
Deal Plan: the plan to win, one click
On any contact or company: stakeholders engaged (and the missing ones), objections raised — answered and unanswered — engagement trajectory, and the next three steps as concrete Front Office actions.
- One page, human-readable, regenerate anytime
- Built from the full story: every call, chat, demo and email
- Works at company level too
Available on its own — or inside a solution
Questions, answered
Who receives the briefing?
Whoever you choose: the principal, the operations manager, each producer with their own book only, each account manager with their own accounts. In-app and by email, with shortcuts into every record it mentions.
Does it act on its own?
It reports and drafts. Follow-up messages land in your operator queue for a click; nothing about coverage, a claim or a binding decision is sent without a licensed person.
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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