ZANUS FRONT OFFICE FOR INSURANCE AGENCIES — CLIENT RECORDS
The client record that updates itself — and works the next step.
Every call, chat, email, quote form and service request lands on the client’s front-office record: who they are, which producer and account manager own them, which lines they asked about, what was requested, what is still open, and who answered the coverage question. The AI fills it in from the conversations it had — nobody keys notes after a call. Not your agency-management system: the conversation record that sits beside it.
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 Contacts & Leads menu: end clients, companies, resellers, import review — one record per human, every touch attached.
What it does
Contact details, preferred language, producer, lines mentioned, expiration dates stated, requests filed, appointments booked — written by the AI as it talks.
Spouses and teen drivers, the business owner and her bookkeeper, the certificate holder who keeps calling — linked, so the desk sees the whole picture.
Which producer takes which line, what a CSR may answer, when a request needs a licensed person — the AI follows them in every conversation.
Inside the CRM — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
End clients, companies, resellers — three tabs, one truth
Contacts & Leads keeps end clients, the companies they belong to and your reseller network in one menu. A company card shows every stakeholder, the combined timeline and the health score; a reseller card shows their leads, approvals and web code.
- Contact → company → buying committee, mapped by the AI
- Health score 0–100 with the WHY on every record
- Reseller applications, approvals and their own lead flow
Qualification: the rules are yours, the work is the AI’s
Set what a qualified lead means for YOUR business: minimum budget, decision timeline, the fit questions the AI must ask, whether free-mail addresses count, which competitors’ employees to filter out. The AI asks in the conversation, scores the answers, and routes: qualified → demo or booking; unqualified → polite close; unsure → NEEDS HUMAN.
- Rules per department or funnel
- Competitor domains and free-mail screening built in
- Every score explained by the answers that produced it
Import review: old lists become live records
Trade-show badges, purchased lists, exports from a retired CRM — import them, review the AI’s matching (duplicates merged, companies recognized, junk flagged), then let the funnels work them.
- Duplicate detection and company matching
- Junk and competitor rows flagged before they pollute your base
- Hands the clean list to Marketing funnels
Available on its own — or inside a solution
Questions, answered
Does this replace our agency-management system?
No. It is the front-office layer: conversations, intake, requests, appointments and follow-ups. Policies, downloads, documents and commissions stay in your agency-management system; Connectors write contacts and requests back to it.
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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