ZANUS FRONT OFFICE FOR INSURANCE AGENCIES & BROKERAGES
Next-generation AI for Insurance Agencies & Brokerages. Try it free on your own agency. No credit card.
Every call answered. Every quote request worked. Your CSRs, finally off the phone. ZANUS AI Front Office for Insurance Agencies & Brokerages is the AI receptionist, intake desk and follow-up desk for independent agencies and brokerages in personal lines, commercial lines and employee benefits. It answers policyholders and prospects on phone, website chat, email and quote forms — hours, how quoting works, how to get a certificate or an ID card, which carriers you represent — takes the quote intake, files certificate, endorsement and first-notice-of-loss requests complete, books the review with the right producer, works renewals from 90 days out and calls hang-ups back. Coverage questions go to a licensed person; the AI binds nothing. Grounded only in the information your agency approves: no source, no claim.
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 Front Office dashboard: today’s numbers, what needs a person, every menu on the left. In the trial it is yours, with your company in it.
FREE TRIAL · 7 DAYS · NO CREDIT CARD
Give us your website. Ten minutes later, your company answers the phone.
“Give us your website. Ten minutes later Zanus has built a private 7-day sandbox around your company: your knowledge, a phone line that answers as you, your website with Lisa on it, your dashboard with your data. Not old software with an AI button — the AI is the software.”
“No card. No setup fee. Per company, never per seat. You decide after you hear it answer as your company.” One trial per company: a working business website and an e-mail on its domain.
- 1Your website. Lisa reads it and proposes your departments and people; she asks only what the site does not say.
- 2Your sandbox, in ten minutes. A phone line in your area code that answers as you and transfers to your real phones, your website with Lisa on it, your dashboard with your data.
- 3Seven days on your business. Day 1 the first call; day 3 a mail “what your callers asked”; day 7 a report.
- 4Keep it or walk away. Buy any solution on any day and the sandbox becomes the account — same number, same knowledge, nothing redone. Walk away and nothing is charged.
How you start
Three steps, in the order you like. Most people skip straight to the second.
Two minutes. The AI presents the Front Office and answers your questions live — the demo is the product.
Your website, your phone line, your dashboard. No card, nothing to install. Start free
Any solution, on any day of the trial — the sandbox becomes your account. Per company, never per seat. See pricing →
Prefer to own your AI on your own premises? See AI Servers — a separate product. The Front Office above needs no server.
One AI Front Office. Every job your service desk does today.
The same 31 menus, read through an agency principal’s eyes. Each function below is a page of its own, in your vocabulary — enable what your plan includes, add more when the book grows. No IT project, no consultant. Comparing options? See the comparison →
Every morning: last night’s calls, quote requests, FNOLs filed, certificates waiting — and which renewals and cancellation notices need a producer today.
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AI PhoneAnswers every policyholder and prospect call on your menu, 24/7 — storm mornings included — takes intake, files requests, calls hang-ups back, transfers coverage questions to a licensed person.
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AI Chat & VoiceWebsite chat and voice that answers “can you quote my business”, “how do I get a certificate”, hours and carriers — and starts the quote intake in the conversation.
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AI AvatarA lifelike face that greets visitors on your site, explains how your agency quotes and services policies, and offers a licensed producer in one tap.
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AI ExplainersInteractive explainers: how to get a quote from us, what to have ready, what happens after a claim, your open-enrollment walkthrough — narrated by AI, any hour.
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Quote Requests & LeadsQuote requests, internet leads and referral-partner leads worked in minutes — intake taken, producer booked, consent and opt-out rules built in.
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Client RecordsThe client record the AI writes: every call, quote request, endorsement, certificate and FNOL in one timeline — household and business linked. Next to your agency-management system, not instead of it.
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AI E-mailCertificate requests, ID cards, carrier notices and “did my payment post” answered from your approved information; anything about coverage routed to a licensed person.
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Quotes & ProposalsProposals assembled from producer-approved carrier quotes and your fee schedule — sent as a clean document, tracked, followed up, bound only by a licensed person.
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Renewals & Follow-upRenewal sequences from 90 days out, cancellation-notice rescue, review and account-rounding invitations, win-back of lost accounts — stopped the moment the client replies.
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Reviews & AppointmentsAnnual reviews, quote appointments, commercial walkthroughs and enrollment meetings booked with the right producer or account manager — calendars synced, briefs attached.
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CSR & Producer TrainingNew CSRs and producers trained on your procedures, carrier appetite and scripts — what a CSR may say about coverage and what goes to a licensed person — productive in days.
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Service Requests & FNOLFNOL, endorsements, certificates, mortgagee changes, billing questions and broker-of-record requests filed complete, routed to the right desk, status sent — nights and weekends included.
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Retention ForecastRenewal-retention risk per account, quote-to-bind probability and storm-week volume from real conversations — every number with the WHY.
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Carriers & AccountsCarriers, commercial accounts, employer groups, certificate holders and referral partners mapped as organizations — who refers, who is going quiet before the renewal.
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Add AI to what you haveKeep your agency-management system, rater and carrier portals — the AI does the front-office work and writes it back.
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ProtectionDaily caps on every AI resource: a bot hammering your quote form costs a capped, known amount — clients see courtesy.
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What happens to every inquiry — in your agency
A call at 7:45 AM after a hailstorm, a quote form at midnight, a certificate request from a contractor’s office, an email from a lender — a policyholder, a prospect, a certificate holder, a referral partner. Day or night, in any of 40 languages.
Hours, locations, how your quoting works, what to have ready, which carriers you represent, how to request a certificate or an ID card, the carrier’s billing and claims lines — from your approved information only. No source, no claim.
New business or service, personal or commercial, which line, which producer or account manager, how urgent — a claim tonight or a renewal in ninety days — your routing rules applied in the conversation. Coverage questions go to a licensed person.
Take the quote intake, file the certificate, endorsement or FNOL request complete, book the review with the right producer, transfer to a licensed person with the context whispered in, call back the hang-up.
The renewal sequence from 90 days out, the cancellation notice chased before the lapse, the unopened proposal, the review invitation, the certificate-issued confirmation to the contractor — on schedule, stopped when a person should call.
Every touch on the client’s front-office record — including every coverage question and who answered it. Every morning a briefing: what was handled overnight, which client needs a producer today.
AI-driven end to end. A licensed person wherever your rules require it. Anything about coverage, claims decisions or binding waits for your producers and account managers; the routine, the AI handles and reports.
One knowledge base feeds every channel
Websites, uploads, pages and articles, Q&A, battle cards, images and videos — you approve it once, and phone, chat, email, demos and quotes all answer from the same verified source. No source, no claim.
40 languages, one bill, a help drawer over every screen
Languages and website translation, billing with plans, top-ups and alerts, onboarding, users & security, and the help drawer that answers from the platform manual — the plumbing that comes with it.
Private by architecture
Your Front Office runs in a private Cloudflare environment dedicated to your company — your own data-processing container, not a shared pool. Your knowledge stays yours: it never trains global models like GPT or Grok, and it is never shared.
- Private data-processing environment per company
- Grounded only in your knowledge
- Claim guard: no source, no claim
- Private environment option: an isolated environment with enterprise-grade security certifications, on request
Auto-Call — the AI calls your clients
Not only answering. From an automated event (a due date, a ready order, tomorrow’s appointment), a scheduled funnel or a list, the AI calls your registered contacts and announces your message — or talks as an agent: answers the question, moves the appointment, confirms, collects the missing detail. Call window, attempts, voicemail policy and consent rules are yours; every call is transcribed.
- “Hi John, this is Coastal Insurance Agency reminding you that your auto policy renews on the 20th — the documents are in your email.”
- “Hi Beth, this is Coastal Insurance Agency calling to schedule your annual coverage review. Would Tuesday at 4 or Thursday at noon suit you?”
Scheduled Auto-Call comes inside a solution — see pricing; calling back the hang-ups is part of AI Phone. How it works, in the Phone chapter ›
The same Front Office, by job
The jobs a agency names most often — each explained in full: what falls through the cracks today, a day with the AI on the job, every function seen from that job.
Questions, answered
Does the AI give coverage advice or bind coverage?
No. It answers only from the information your agency approves — hours, how your quoting process works, what documents to have ready, which carriers you represent, how to request a certificate, policy documents as written. It does not say whether a loss is covered, which limit or plan to choose, or what a premium will be; it never binds. A coverage question is transferred to a licensed producer or account manager, or taken as a message for them, with the transcript attached. No source, no claim.
What happens to our clients’ information?
Your Front Office runs on a private data-processing environment dedicated to your agency; client and policy information never trains public models and is never shared. Agencies and brokerages whose carrier contracts or compliance program require an isolated environment with specific certifications ask for a private environment — available on request.
Does it replace our agency-management system or rater?
No. It sits in front of them: the AI answers, takes intake, files requests and follows up, then writes contacts, requests and bookings back through Connectors — native calendar sync, webhooks and API. Policies, downloads and commissions stay in your agency-management system; quoting stays in your rater and carrier portals; the phone stops ringing on your CSRs.
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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