ZANUS AI FOR INSURANCE — RENEWAL OUTREACH

Outreach that keeps the book.

Renewal reminders 60 days out, account-rounding offers to monoline insureds, win-back sequences for lost accounts, the storm-season preparedness note — drafted by the AI from your own book, in your agency’s voice, queued for approval.

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

AI marketing module drafting renewal outreach campaigns

Campaigns and sequences drafted from the book — renewals, rounding, win-backs — awaiting approval.

What it does

Audiences from your own book

Renewals inside 60 days, auto-only insureds without umbrellas, accounts lost to price two years ago: audiences built from your own categories and dates — no list exports to a mailing tool.

Account rounding, systematic

The monoline commercial account gets the cyber conversation, the homeowner gets the umbrella note — drafted per account from what they already carry, queued for the producer to approve.

Consent, respected automatically

Opt-outs and communication preferences are enforced by the system, not by memory. Every send is on the record.

From the book to the campaign, without export

The audience, the content and the sending all live in the same system as the account records — nothing leaves your tenant to reach a mailing platform. “Remind every commercial account 60 days from expiration” becomes a drafted, scheduled sequence in minutes.

Audiences from your own book — private by architecture
Sequences drafted for review, per-account details included
Replies routed to the right producer automatically

AI marketing automation drafting renewal outreach

Outreach drafts awaiting agency approval

Approval first, always

Every outbound communication lands in the approval queue unless you designate the category as auto-send. The agency controls every word that reaches an insured — and the history of what was sent to whom is a search away.

Approval workflow per communication type
Full history of what was sent to whom
Results tracked: renewals held, replies, rounded accounts

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 run win-back campaigns?

Yes — accounts lost at renewal get a scheduled, respectful sequence at the next expiration window, drafted from what you know about why they left, always through the approval queue.

Does it stop when the insured responds?

Yes — a reply ends the sequence for that account automatically, and the producer or CSR is notified with the thread attached.

Outreach that keeps the book.

What it does

From the book to the campaign, without export

Approval first, always

Questions, answered

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