Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Meetings for Insurance Carriers. Agency reviews and group renewals, transcribed and summarized.

AI Meetings runs the video meetings your desks book: a territory manager's quarterly review with an agency, a broker and HR team at a group renewal, a licensed callback that turns into a screen-shared conversation. Up to eight people join, files are shared, and transcript and summary land on the record; regulated mode turns recording off when your rules require it.

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“Meetings about disputed claims run without recording; all others get a summary.”

Lisa“Done: meetings tagged as disputed claims now run in regulated mode without recording; every other meeting gets a transcript and summary on the record.”

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

How Insurance Carriers use it

A territory manager reviews quarterly production with an agency principal and two producers; the summary lists the agreed next steps.

A broker, an HR director and your benefits specialist meet before a group renewal, sharing the renewal proposal on screen.

A meeting with a policyholder about a disputed claim runs in regulated mode, without recording, as your rules require.

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 Carriers: questions & answers

Can carriers hold agency review meetings with AI notes?

Yes. The territory manager's review is booked by the Front Office, and the AI writes the transcript and a summary with next steps onto the agency's record. The manager leads; the AI keeps the notes.

Can sensitive policyholder meetings run without recording?

Yes. Switch the meeting type to regulated mode and the session runs with no recording, for example certain claim or complaint conversations, and the choice is yours per meeting type.

How many participants can join a carrier video meeting?

Up to eight, enough for a broker, an HR team and two of your specialists at a group renewal. Files such as the renewal proposal or the plan summary can be shared during the meeting.

Keep exploring