Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Meetings for Insurance Agencies. Video reviews with notes and next steps written for you.

AI Meetings runs the reviews your agency books by video: the annual review with a household, the commercial renewal meeting with an owner and her bookkeeper, the benefits renewal with an employer's HR team. Up to eight people join, files are shared, and the transcript, summary and follow-up tasks land on the client's record when the call ends.

TRY AI MEETINGS FREENo credit card · Ready in 2 minutes

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

Zanus AI · AI Meetings · The Online meetings page

AI Meetings — The Online meetings page, real Zanus AI screen

You talk. Lisa sets it up.

You“Every review booked by video gets a meeting link and a summary for the producer.”

Lisa“Done: video reviews now get a meeting link in the invite, and the summary with follow-up tasks goes to the producer afterwards.”

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

How Insurance Agencies use it

A producer reviews a bakery's business package by video with the owner and her accountant, sharing the proposal on screen.

After a household review, the summary lists the teen driver to add and the appraisal the client promised to send.

An HR director and two managers join the benefits renewal meeting; the broker shares the renewal summary and the timeline.

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

What’s included

Meetings booked by Front Office, up to 8 people
Files shared; transcript and summary on the record
Regulated mode: no recording, when your sector requires it

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

Everything AI Meetings does, for every business ›

Works withAI Phone AI Chat AI Web Forms

Questions & answers

AI Meetings for Insurance Agencies: questions & answers

Can an insurance agency hold annual reviews by video with AI notes?

Yes. The review is booked by the Front Office, the client joins from the link, and the AI writes the transcript and a summary with follow-up tasks onto the client's record. The producer leads the conversation; the AI takes the notes.

How many people can join an agency video review?

Up to eight, which covers a couple and their adult children, or an owner, a bookkeeper and two producers on a commercial renewal. Files such as the proposal or the loss runs can be shared during the call.

Can we turn recording off for sensitive client meetings?

Yes. Regulated mode runs the meeting without recording when your agency's rules call for it, for example a meeting with a client about a disputed claim. You decide which meeting types use it.

Keep exploring