ZANUS FRONT OFFICE FOR INSURANCE CARRIERS — RENEWALS & OUTREACH
Follow-up that does not miss a policyholder — and stops the moment a person should call.
The premium reminder before the cancellation notice, the reinstatement steps after it, the renewal outreach at the right distance, the claim-status update when the adjuster is assigned or the payment issued, the enrollment-window countdown to employees, the contracting reminder to a new producer. Every sequence runs on its own clock, on the channel the policyholder prefers, in their language, with your approved wording — and a reply alerts a person.
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, in the policyholder’s language: premium due, grace period ending, how to pay, how to reinstate — from your billing rules.
First notice received, adjuster assigned, documents received, payment issued — each state change becomes a message, and the “where is my claim” call never happens.
Appointment paperwork missing, renewal proposal unopened by the broker, census update due from HR — chased politely; a question hands the thread to your agency-relations or benefits team.
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 policyholder, 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 policyholders opt out, and does it stay compliant?
Opt-out is always one tap, per sequence or entirely, honored across every channel and recorded on the file. Every message uses the wording your compliance team approved; the AI adds no offers, no advice and no coverage statements of its own.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own carrier. 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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