ZANUS AI FOR INSURANCE — PROCEDURES

The agency manual, alive.

E&O checklists only protect the agency when people follow the current version — not the one from two carrier bulletins ago. In Zanus, procedures, checklists and submission guidelines are living documents: answerable in chat, attached to work, priority-ordered so the latest version always wins.

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

Procedure reviews scheduled on the agency calendar

Procedure upkeep, scheduled like account work: annual E&O reviews and carrier-guideline checks on the calendar.

What it does

One source of truth

Binding authority limits, COI release rules, cancellation handling, carrier submission requirements: one library, current versions on top, superseded ones outranked.

Answerable at the point of work

“What is our procedure when an insured requests a backdated certificate?” — answered in seconds with the document attached, before the E&O mistake instead of after.

Attached to the work itself

Work types carry their default procedures: the AI drafting a COI reads the release rules — by construction, not by memory.

Carrier bulletins, absorbed instead of forwarded

A carrier changes its submission requirements; the bulletin lands in the library, the AI drafts the procedure update and the staff briefing, and every future submission narrative follows the new rules — no all-staff email that half the office skims.

Recurring review works with deadlines
Update summaries drafted for staff briefings
Every revision on the audit record

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

How do updates roll out?

Upload the new version, set it on top: from that moment every answer and every AI work cites the new procedure. Old versions remain archived for audit.

The agency manual, alive.

What it does

Carrier bulletins, absorbed instead of forwarded

Questions, answered

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