Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Call Desk for Insurance Agencies. Your CSRs work one queue, calls written to the record.

AI Call Desk gives your CSRs and producers a phone in the browser that calls from the agency number, and a work queue prepared by the Front Office: who to call, why, from which conversation. Each call is transcribed onto the client's record as it happens, and two dictated lines afterwards become the next step, scheduled.

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Zanus AI · AI Call Desk · The work queue on the operators' desk
AI Call Desk — The work queue on the operators' desk, real Zanus AI screen

You talk. Lisa sets it up.

You“Put weekend coverage questions at the top of Monday's queue for the account managers.”

Lisa“Done: weekend coverage questions now open Monday's queue, assigned to each client's account manager with the transcript ready.”

Any setting, in any module · applied only on your yes

How Insurance Agencies use it

1

Monday's queue lists the clients who asked a coverage question over the weekend, each with the transcript, for the licensed account manager.

2

A producer working from home calls a prospect from the agency number in her browser, and the call lands on the record.

3

After a renewal call, the CSR dictates 'send new ID cards, review in June'; the task and the reminder are scheduled.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Work queue: who to call, why, from which conversation, prepared by Front Office
  • Phone in the browser, calling from your company number
  • The call transcribed into the customer's story as it happens
  • Two dictated lines after the call → the next step proposed and scheduled
  • AI Assist on calls available on top: live suggestions from your knowledge while your person talks

Questions & answers

AI Call Desk for Insurance Agencies: questions & answers

Can insurance CSRs make calls from a browser with the agency's number?

Yes. AI Call Desk puts a phone in the browser that calls from your agency number, so a producer at home or at a client's office still calls as the agency. Every call is transcribed onto the client's record.

What is in the CSR work queue?

The calls the Front Office prepared: hang-ups to return, coverage questions waiting for a licensed person, renewal reviews to confirm, each with the reason and the conversation it came from. Your team works down the list instead of digging through voicemail.

Does the call desk work with AI Phone answering first?

Yes. AI Phone answers and sorts the calls, and the call desk is where your people take the transferred ones and make the callbacks. A call transferred to a CSR arrives with the caller and the reason already announced.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

Give Lisa your website.
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Try it free on your own business — no credit card, per company, never per seat.

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