Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Knowledge for Insurance Agencies. The AI knowledge base for insurance agencies' approved answers

AI Knowledge is the AI knowledge base for insurance agencies that every channel answers from: your website, your documents, your rules and each carrier's claims line in one tree. A question it cannot answer is never guessed; Lisa says she will verify and come back, and the question waits for your licensed staff to answer once.

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Zanus AI · AI Knowledge · Conflicts
AI knowledge base for insurance agencies: two rules in conflict shown side by side with the reason, real screen

Conflicts

Two rules the AI cannot follow at once are paired with the reason; edit one, or keep both and say which one wins, so the AI never picks.

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

You“Add a rule: never say whether a loss is covered.”

Lisa“A rule will tell the AI never to say whether a loss is covered, on every channel, with its own test. Apply?”

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

How Insurance Agencies use it

1

The principal dictates a rule never to say whether a loss is covered, and Lisa reads it back before it goes live.

2

A client asks the chat for a carrier's claims number; the answer comes from your carrier claims line list, and the nightly test proves it still does.

3

A question about flood waiting periods lands under Q&A and gaps, and your producer answers it once for every channel.

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

What’s included

  • The start: the first questions, answered typed or by talking
  • The company: identity, locations, hours, departments, people, catalog
  • The rules: never, always, scripts, procedures, answers and must-ask
  • The library: catalog, pages, documents, websites, pictures, videos, software
  • Websites: your site read again every day, new pages added
  • Auto-Retraining: every conversation reviewed for gaps and lessons
  • Quality tests: rule tests, approved answers and picture sets every night
  • The company file: export and import everything the AI knows

Approved answers

Approved answers for insurance agencies, tested every night

It works as the insurance agency FAQ knowledge base for every channel, each answer approved before it goes live.

Contradictions paired

Two rules the AI cannot follow at once, such as two claims procedures, are shown side by side with the reason, so the agency says which one wins.

The order of truth

In this knowledge base for insurance customer service, your written answers and rule corrections come first, then company documents, then website pages, so an old page never overrules the current procedure.

Personal data stays out

Personal data is never learned by any automation, and the terms your agency lists as never-learn stay out of what the AI answers from.

Questions & answers

AI Knowledge for Insurance Agencies: questions & answers

What should an insurance agency put in its AI knowledge base?

What your clients ask and what your staff must never say: office hours and departments, how to report a claim and each carrier's claims line, the documents a quote needs, payment and certificate steps, and the rules that keep coverage and advice with licensed people.

How does the knowledge base stop the AI from guessing?

She answers only from your knowledge; a sentence your knowledge does not support is held back, and when nothing is written she says she needs to verify and come back. The question waits under Q&A and gaps for your staff to answer once.

Does anything go live before the agency approves it?

No. Lisa proposes each rule or fact you dictate and nothing goes live before APPROVE & DEPLOY. Each agency rule carries its own test question, replayed every night, green or red.

Does the knowledge base read our agency website?

Yes, daily. New pages join with their pictures and videos, a changed page is read again and a page that left the site is retired; untick an outdated page and it is dropped from chat, voice and e-mail at once.

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.
She sets up your business in 2 minutes.

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

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Or call +1 (954) 736-3939 — the AI answers.