ZANUS AI FOR INSURANCE — BACK OFFICE

The agency runs on paper.
Now the paper works the renewals.

Policy binders, endorsements, loss runs, ACORD forms, carrier correspondence: an agency is a document operation with deadlines every month. The Zanus back office turns that archive into a working AI staff — assembling, comparing and citing, under your team’s release.

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

AI work session assembling a renewal file with citations

A real session: renewal file assembled — terms compared, losses summarized, every claim cited, CSR decides.

What it does

Renewals, pre-worked

Ninety days out: current terms extracted, loss history summarized, exposure changes flagged from the account record — the remarket decision starts from a finished file.

Policy comparison in plain language

Two carrier quotes side by side: differences in limits, deductibles, exclusions and endorsements listed with the policy language cited — readable by the producer AND the insured.

Release stays human

Every AI-drafted proposal, summary and letter lands in Output awaiting review. Nothing reaches a policyholder or carrier without your team’s decision.

The loss-run summary, done before coffee

Loss runs arrive as carrier PDFs in five formats. The AI reads them all, tabulates frequency and severity, flags the open reserves and the pattern — three water claims, same location — and files the summary with every figure cited to the source page.

Loss runs ingested in any carrier format
Frequency, severity and open reserves tabulated
Patterns flagged with citations for the producer

Loss-run review work tracked and prioritized

Insurance documents drafted in the agency templates

Proposals and summaries, drafted

The documents that eat CSR afternoons: renewal proposals in the agency template, coverage summaries for the insured, endorsement request letters to the carrier. Drafted in minutes from the account record, queued for release.

Your agency templates and letterhead
Policy language cited in every comparison
Approval workflow before anything sends

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

Does the AI bind or quote coverage?

No. It assembles, compares, drafts and cites from YOUR files — binding, quoting decisions and advice remain with your licensed team, and every document carries their release.

Does it replace our AMS?

No. The AMS stays your system of record; Zanus runs the work around it and connects to it. Bring your AMS to the demo and we map it.

The Back Office executes. Who answers the phone?

Front Office AI picks up every call and chat — books, quotes, follows up, 24/7 in 40 languages. Watch it run a business like yours, live.

Front Office live demos →Front Office for Insurance