ZANUS AI FOR INSURANCE — AUTOMATIONS

The agency’s repetitive work, set once.

Describe the job in plain words — “when a policy document arrives from a carrier, file it to the account and flag any term changes” — and it becomes connected blocks on a canvas, running on its own, with every run visible.

Get started

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

Visual automation flow with trigger, sources and actions

A real flow: inbox trigger, account sources, AI compile, three outputs — drawn from a description.

What it does

Carrier mail that files itself

Dec pages, endorsements, cancellation notices and audit letters routed to the right account with handling notes — cancellation notices flagged red, same hour they arrive.

Renewals that trigger themselves

The 90-day mark trips the renewal flow: file assembled, loss runs requested, producer tasked — no expiration list taped to a monitor.

Reports on schedule

The Monday renewal pipeline by producer, the monthly new-business summary: compiled by the AI, filed to Output, on time every time.

When something fails, you SEE it

Run states live on the flow: green success, red failure on the exact block. In an agency, a silently missed cancellation notice is an E&O claim waiting — here, nothing fails silently.

Run log per automation
One-click retry on failures
Finished documents in Output, statused

Failure state visible on the automation canvas

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

Who approves what goes to insureds and carriers?

Your rules: queue everything for human release, or auto-send only the categories your E&O guidelines designate as safe.

The agency’s repetitive work, set once.

What it does

When something fails, you SEE it

Questions, answered

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