Zanus AI for Insurance
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ZANUS AI FOR INSURANCE — AI WORKFORCE

The CSR who never has a backlog.

Assign work to the AI the way you assign it to staff: type, accounts, deadline, priority. The weekly renewal review, the loss-run summary, the morning COI queue — executed on schedule, with citations, under review.

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Private tenant or your own server · unlimited users · policyholder-data-conscious architecture

Assigning AI work with the four-step wizard

Four steps: work type, accounts and libraries, tags, schedule — the AI takes it from there.

What it does

Work types for an agency

Renewal file assembly, loss-run summary, policy comparison, COI draft, submission narrative: work types molded to your agency, each with default libraries and examples.

Urgent / Overdue / Today

The AI’s workload is managed like the team’s: one-click views show what is urgent, late, today and tomorrow — no renewal slips to the week it is due.

A senior CSR’s diligence, on the record

Every work is a full session: reasoning streamed, policy language cited, milestones tracked, linked to the account and the expiration calendar.

Monday, 7 AM: the renewal pipeline is worked

Set “Weekly Renewal Review — 90 Days Out” once: every Monday the AI lists the accounts entering the window, assembles each file, summarizes the losses, flags the exposure changes, and queues everything for the producer meeting — before the first phone call of the week.

  • Recurring schedules for renewal-cycle work
  • Findings cited to policies and loss runs
  • Files in Output, awaiting producer review
Roster of scheduled AI works for the agency
Agency software bills per user and per feature — the AMS here, a rater there, a certificate tool on top — while CSRs still retype policy numbers between screens and renewal files still get assembled by hand the week they are due. Zanus AI: the policyholder-facing front office AND the renewal-and-claims back office, unlimited users, flat price — in your private tenant or on a server the agency owns.

Questions, answered

Can we supervise mid-work?

Yes — open any session, read the reasoning, redirect it, or stop it. The AI works like staff: visible, accountable, interruptible.

What about renewal-season volume?

It does not get tired: a 300-account December works the same as a quiet June. The constraint is your review capacity, not the AI’s.

See it working on YOUR agency — the demo IS the product.

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