Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Team Training for Insurance Agencies. AI for insurance sales agent onboarding, taught by voice

AI Team Training brings AI for insurance sales agent onboarding: the principal explains the agency's way once, by talking or typing, and Lisa teaches it to every new producer and CSR by voice and on screen, chapter by chapter. Each new hire answers a spoken test, and the signed attestation goes into the training records.

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Zanus AI · AI Team Training · Tell me

Tell me

Use Tell me, explain the agency's procedure out loud, and Lisa writes the section of the book that every new producer and CSR will hear.

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

You“Invite the two new CSRs to the certificate requests book.”

Lisa“I will send both new CSRs the seven-day link to the certificate requests book, with reminders. Send it?”

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

How Insurance Agencies use it

A new producer learns the agency's quote intake, its follow-up rules and its referral etiquette in a week of short chapters.

During insurance agency procedures training, a CSR interrupts the certificate requests chapter to ask about a missing holder name, and Lisa answers from the book.

The office manager sees who finished the claims-call book, who stopped before the test and who has not started.

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

What’s included

Courses generated from your own material
Quizzes and progress per person; transcripts and results exportable
Updated when your knowledge changes

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Team Training does, for every business ›

Onboarding

CSR training for insurance agencies, explained once

It turns new hire training for insurance agencies into a book the principal explains once and Lisa teaches every time.

Written by talking

Use Tell me and explain a procedure as you would to a new CSR; Lisa writes the section, and you review the book before anyone plays it.

Interrupt at any moment

The new hire cuts in with a question in the middle of a chapter, Lisa answers from the agency's book, and the lesson goes on where it stopped.

A test against your lines

Lisa asks the test questions by talking and marks each answer against your own lines, never telling a wrong answer the line.

Questions & answers

AI Team Training for Insurance Agencies: questions & answers

How does AI help onboard new insurance agents?

You explain the agency's way once as a book of chapters, by talking or typing. Lisa teaches it to each new producer by voice and on screen, answers their questions as they interrupt and ends with a spoken test, so onboarding no longer waits for the busiest person's free afternoon.

What should an agency put in its training books?

The agency's own way of working: how a quote request is taken, how a certificate request is handled, what to say on a claims call, the follow-up rules and the systems you use. Product and licensing education stays with the courses your state requires.

How are training records for insurance agencies kept?

The register shows who played which book, the test result and the signed attestation with the agency's name, the trainee, the date and the chapters heard. Export CSV asks your password once, and Attestations PDF brings every signed attestation in one file.

Can new hires take the training on their phone?

Yes. Each new hire opens a personal link on any device, valid seven days with reminders, listens, interrupts with questions and takes the test now or later; a test left for later is marked TEST TO FINISH until it is done.

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