Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Insurance Carriers. Policyholders and agencies on records that write themselves

AI CRM is a CRM for insurance carriers that fills itself: every policyholder, claimant, producer and agency that calls, chats, writes or fills a form becomes a contact with the whole story on one record. Agencies are grouped as companies with a health score and its reason, while policies and claims stay in your core systems.

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Zanus AI · AI CRM · Contacts

CRM for insurance carriers: every person from every channel with source and status in one list, real Zanus AI screen

Contacts

Anyone who leaves a name with an e-mail or a phone, a claimant on the phone or a producer on a form, lands here with the source and the status.

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

You“Add a contact kind for producers and another for claimants.”

Lisa“Before: end customer and reseller. After: two more kinds, producer and claimant, on every contact form and filter. Apply?”

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

How Insurance Carriers use it

For agency relationship management, a territory manager sorts agencies by health and sees one whose messages slowed, with the reason under the score.

Before a call to an agency principal, Brief me writes one page: what the agency asked, what was sent and what to say next.

The head of distribution asks Lisa which agencies asked about restaurant appetite this quarter and gets the list with links.

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

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

Distribution

Insurance distribution CRM for agencies and producers

Agencies as companies

Producers, CSRs and principals of one agency are grouped from their verified e-mail domain into one company record, with deals and tasks beside them.

A health score with its reason

Each contact carries a score from 0 to 100, and the tooltip says why it moved, such as fewer messages or a proposal left unopened.

Brief me before the call

One click writes a one-page brief from the story: who the producer is, what was asked, what was sent and what to say next.

Kinds of your own

Name the contact kinds a carrier needs, such as policyholder, claimant, producer and lienholder, and filter every list by them.

Every channel

A policyholder CRM written by the conversations

Every call on the timeline

With AI Phone each call lands on the contact's timeline, and with recording switched on it keeps its recording and transcript in the call register.

Written in their own hours

The time zone comes from the country, so the e-mails the AI writes wait for daytime on the policyholder's own clock.

Tasks with local time

Tasks and the TO DO desk of replies, calls due and drafts sit in one list, with each contact's local time on the line.

Questions & answers

AI CRM for Insurance Carriers: questions & answers

Does a CRM for insurance carriers replace the policy administration system?

No. Policies, claims and billing stay in your core systems. AI CRM is the front-office record beside them: who called, wrote or chatted, about what, which request is open, which agency is cooling and who owns the next step.

Can the CRM track agencies and their producers?

Yes. Producer tracking for carriers starts by itself: people with a verified address at one agency's domain form one company, with its people, deals, tasks and a combined timeline, and each person's role is read from the questions they asked.

Where do the policyholder contacts come from?

From every channel of the Front Office: anyone who gives a name with an e-mail or a phone on a call, a chat, a form or a mail becomes a contact, with the source on the row. Imports wait in Import review and are never auto-called.

Who can export policyholder data from the CRM?

Exports of customer data are for Managers only, and each export is logged with its author, so a list of policyholders never leaves the company without a name beside it.

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