ZANUS AI FOR INSURANCE — COMPLIANCE

Built like the E&O carrier is watching.

An agency holds its insureds’ most sensitive facts: what they own, what they earn, what has gone wrong before. Admin-created accounts, permissions to the field level, server-side redaction, a searchable audit trail — and a fully on-premises option where policyholder data never touches the internet.

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

One record per user: role, tags, and granular permissions over every domain of the system.

What it does

Need-to-know, enforced

The server redacts what a role cannot see — a new CSR sees assigned accounts only; even in shared calendars, an unauthorized user sees the appointment slot, not the insured’s name.

Every access, on the record

A searchable log of every audited action, with configurable categories: who opened the loss run, who edited the proposal, who released the certificate, when.

Your agency, your walls

Five-level workgroups map offices, teams and books; the on-premises option puts the whole system inside your building, air-gap capable.

The audit that takes minutes, not weeks

When the question comes — from a carrier audit, a department-of-insurance inquiry or your own E&O review — the answer is a search away: access records, document trails, release history, all in one place, with pre-update snapshots preserved.

Searchable audit trail
Automatic pre-update snapshots with rollback
USB updates for air-gapped deployments

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

Where does policyholder data live?

In your isolated tenant — never training outside models — or fully on-premises on hardware the agency owns, physically incapable of internet exposure.

Can our E&O or compliance reviewer vet this?

Please bring them: deployment specifics, retention behavior and policyholder-data handling are walked through with your team during onboarding.

Built like the E&O carrier is watching.

What it does

The audit that takes minutes, not weeks

Questions, answered

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