Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Demo for Insurance Agencies. An insurance agency sales presentation for every prospect

AI Demo turns a prospect's request into an insurance agency sales presentation built around what they asked: how your agency works, its services, the claims help and the next step, written from your own knowledge. Lisa presents it live on a personal link in their language, and the premiums stay with your producer's quote.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Demo · Personal link

Personal link

Each prospect gets a personal link to a presentation written for them; Lisa greets them by name and presents it page by page in their language.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Leave every price in the proposal book as to be discussed.”

Lisa“Prices in each proposal book will read to be discussed, and your producer presents the carriers' options on the call. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Insurance Agencies use it

A restaurant owner who asked how the agency handles a commercial account watches his commercial insurance prospect presentation on his own link that evening.

A homeowner asks mid-presentation which documents to have ready; Lisa answers from your knowledge and goes back to the page.

The completed show tells the producer the minutes watched, the questions asked and that a quote call was requested.

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

What’s included

Built from your pages, pictures and videos in minutes, a scripted show the prospect can interrupt at any moment
The prospect asks anything, live, in their language; the AI answers from your knowledge and jumps to the right scene
Draws diagrams and shows pictures on request, and talks about the image that is actually on screen
Access vetted before the link goes out (competitor check, verified e-mail); links live 7 days, reactivated on request
From inside the demo: request a ready-to-buy quote, book a call with sales, leave a message
Every question the demo could not answer is logged, your content backlog; a PDF hand-out the prospect keeps

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Demo does, for every business ›

Works withAI Quoting AI Booking AI Follow-up

Presentations

Interactive presentation for insurance agencies, on a personal link

It is an agency capabilities presentation written for one prospect, never one deck for all.

Built for one prospect

Each request keeps the prospect's own words, and the presentation gives a page to each need they named, from your agency's pages, pictures and videos.

The proposal book first

The first e-mail carries the proposal book as a PDF to forward to a partner or a finance lead, and the second the link to the show, valid seven days.

The next step inside

Request a quote call, book a meeting with the producer or leave a message without leaving the presentation, and the agency's follow-up starts once it ends.

Questions & answers

AI Demo for Insurance Agencies: questions & answers

What does an AI presentation for insurance prospects show?

How your agency works for someone like them: the services, the way a quote is prepared, how a claim is supported and what happens next, one page for each need they named, from your own knowledge. Premiums and coverage advice are left to your producer.

Can the prospect ask questions during the presentation?

Yes. They cut in by voice or by typing, and Lisa answers from your agency's knowledge, then goes on or jumps to the page the question is about. A question she cannot answer goes to your gap log, never a guess.

What does the producer see after the presentation?

Completed shows every presentation that ran, the minutes watched, the questions asked, the outcome and the recording, and the prospect's record keeps the signals: the pages seen, the quote request and the call they asked for.

Are prospect requests checked before a presentation is sent?

Yes. A free mail address, a website that could not be verified or a mismatch between the mail and the website holds the request for a person. Personal-lines agencies often review each request; commercial ones can let clean requests go by themselves.

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