ZANUS FRONT OFFICE FOR INSURANCE AGENCIES — RENEWALS & FOLLOW-UP
Renewals worked from ninety days out — and a producer called the moment the client replies.
The renewal review invitation at ninety days, the “has anything changed” questions at sixty, the reminder at thirty, the cancellation notice chased before the lapse, the household with one line invited to a review, the business owner offered an annual review, the account lost last year contacted again. Every sequence runs on its own clock, on the channel the client prefers, in their language — and a reply alerts a licensed producer.
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 from ninety days out: confirm the review, collect what changed, remind before the carrier’s notice lands.
A non-payment notice triggers the outreach the same day, with the carrier’s payment options from your approved text — before the lapse, not after.
The client with one line, the new homeowner, the business that added vehicles — invited to a review with a licensed producer. The AI recommends nothing.
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 file; every sequence carries the consent rules you set.
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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