ZANUS AI FOR INSURANCE — FRONT OFFICE

The 5 PM COI request, done by 5:04.

An agency’s phone is certificates, billing questions and quote requests all day long — and every unanswered ring is a policyholder wondering why they pay you. The Zanus front office answers on your menu, in your voices, 24/7, in up to 40 languages.

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

Front office dashboard with policyholder conversations

Calls, chats, certificate requests and quote intakes — one dashboard the agency principal can read.

What it does

The storm-week test

The hail hits and every insured calls at once. The AI answers all of them in one ring, takes first-notice details verbatim, routes true emergencies to your claims contact, and logs every conversation — no hold queue at the worst moment.

Quote intake, complete the first time

New-business callers are walked through your intake questions — operations, drivers, prior carrier, loss history — so the producer starts with a workable submission, not a name and a callback.

The repeated fifty questions

Billing dates, payment options, what a certificate is, where to send the mortgagee change: answered instantly and identically every time, from YOUR approved information.

From first call to producer meeting, hands-free

A referral calls about commercial coverage at lunch; the AI answers, runs your qualification questions, books the producer’s real calendar and sends the document checklist — transcript attached to the new account before the producer is back at the desk.

Real calendar sync — no double-booking producers
Your intake questions, asked every time
Document checklists sent at booking time
Claims emergencies and coverage advice escalated to humans

Producer meetings booked into synced calendars

Website chat answering insurance questions

The website sells the night shift

Grounded chat answers what your agency approved — lines you write, service process, what to have ready — and web quote requests get responses in minutes. The prospect comparing agencies at 9 PM starts with the one that answered.

Website chat grounded in approved agency information
Quote request forms worked in minutes, 40 languages
Every conversation logged with full transcript
See the full Front Office tour →

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 it handle a claims call?

It takes first-notice details by YOUR script and routes by YOUR rules — emergency language triggers immediate transfer to your claims contact or carrier line. The AI never adjusts or advises.

Do we keep our phone numbers?

Yes. Your numbers stay; calls route AI-first, staff-first, or any mix per line and per hour — service line one way, producer lines another.

Can it really draft a COI?

It intakes and verifies the request against the account, then drafts for your CSR to review and release — your E&O rules decide what auto-sends and what waits for a human.

The 5 PM COI request, done by 5:04.

What it does

From first call to producer meeting, hands-free

The website sells the night shift

Questions, answered

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