Zanus AI for Insurance Agencies. Every client call answered. Every renewal on the calendar.
Front OfficeQuote intakes taken complete; certificate, endorsement and FNOL requests filed with every detail; reviews booked with the producer who writes that line; every coverage question handed to a licensed person.
Back OfficePolicies, dec pages, endorsements, loss runs and carrier mail filed on the right client; every renewal, X-date and certificate expiry read from the documents onto the calendar, with an owner.
Zanus AI Front Office
Front Office for Insurance Agencies With your clients, prospects and lenders
Who reaches youProspects asking for an auto, home or business quoteClients adding a driver, a vehicle or a new mortgageeContractors whose GC needs a certificate of insurance todayPolicyholders reporting a crash, a storm loss or a burst pipeLenders and closing agents asking for evidence of insuranceEmployees and HR contacts of benefits groups during enrollment
Answers & books
AI PhoneEvery client call answered, coverage questions to a licensed agent.AI BookingReviews booked with the producer who writes that line.AI ChatYour website starts the quote while the prospect is there.AI E-mailService inbox answered; coverage threads wait for licensed staff.AI Web FormsEvery quote request answered before the next agency calls.AI AvatarA friendly face that explains how your agency works.Sells
AI CRMHouseholds, businesses and renewals tracked from real conversations.AI QuotingProposals built only from figures your producer approved.AI Follow-upQuote requests followed up until a producer takes over.AI MarketingRenewal and review campaigns sent to the right households.AI Auto-CallRenewal reminders and review calls placed for you.AI DemoHow your agency quotes, explained at any hour.AI MeetingsVideo reviews with notes and next steps written for you.AI Partner PortalRealtors and lenders who refer clients, credited and served.Zanus AI Back Office
Back Office for Insurance Agencies Inside your agency
Create unlimited AI automations just by talking to the AI. Policies, dec pages, endorsements, loss runs and carrier mail filed on the right client; every renewal, X-date and certificate expiry read from the documents onto the calendar, with an owner.
Automates
AI AutomationsSet it in a sentence: every renewal opens its review checklist 90 days out.AI TasksProposals, coverage summaries and cancellation letters drafted in your format.AI ApprovalsNothing goes to a client or a carrier without a licensed person’s OK.AI DashboardToday’s renewals, open endorsements and unsigned forms on the first screen.Knows your company
AI AssistantAnswers your CSRs from carrier guides and agency procedures, with the source.AI AnalysisReads a client’s policies and loss runs and reports the findings to the producer.AI ArchiveEvery dec page, signed application and claim photo, found in seconds.AI VectorstoreEach client’s policies and claims kept private and searchable by meaning.AI LibraryLearns your agency procedures, carrier guidelines and state insurance rules.AI TranscriptsClient reviews and voicemails transcribed and summed up on the record.AI MailroomEvery carrier notice, invoice and endorsement filed on the right client.Runs your business
AI CustomersHouseholds and businesses with drivers, vehicles and locations on one record.AI CasesEach client claim followed on its own photos, notes and carrier letters.AI ProjectsCommercial renewals run as projects: submissions, carriers, owners and dates.AI DesignProposal covers, flyers and renewal mailers laid out from your words.AI SuppliersCarriers, wholesalers and inspection vendors at hand when a file needs them.AI InventoryThe carriers and lines you write, with their appetite, always current.AI MarketingCross-sell and annual-review reminders sent to the households you choose.Your team
AI TeamworkProducers, account managers and CSRs share each account; nothing gets lost.AI TrainingNew CSRs trained from your procedures and real service files.AI IntegrationsAdds AI to the agency management system and carrier portals you use.AI Apps & RobotsRobots built for your agency’s routines, from COIs to download checks.Privacy & auditWho sees which client file and driver record, every action on record.Live Demos
See it working for your agency.
Tell us what you want to see. We build an interactive AI demo for your company from your website, and the link and the documentation arrive in your inbox in about 2 minutes.
Questions & answers
Zanus AI for Insurance Agencies: questions & answers
Can an AI receptionist answer calls for an independent insurance agency?
Yes. AI Phone answers your agency number on the first ring, day and night, sorts new business from service and personal from commercial, and routes by line and producer. It takes the quote intake, files certificate and endorsement requests, captures first notice of loss, and transfers anything about coverage to a licensed person with the caller and the reason announced first.
Does the AI give coverage advice or bind policies?
No. It binds nothing and never says whether a loss is covered, which limit to pick or what a premium will be. It answers from your approved information only: hours, the carriers you represent, what to have ready for a quote, how to request a certificate, and each carrier's billing and claims numbers.
Can an AI take a first notice of loss for my clients after hours?
Yes. When a client calls at night after a crash or a burst pipe, the AI first checks that everyone is safe and points to 911 when needed, then takes the date, place and facts, gives the carrier's claim number from your list, and files the FNOL for your claims desk. It never confirms coverage.
Does an AI front office replace our agency management system?
No. Your agency management system stays the record for policies, documents and commissions, and your rater and carrier portals stay where quotes are run. The Front Office sits in front of them: it answers, takes intake, files requests and books reviews, then writes contacts, requests and appointments back through connectors.
Can the Back Office read renewal dates from the policies themselves?
Yes. It reads the effective and expiration dates from each dec page and endorsement, puts every renewal and certificate expiry on the calendar with the producer or account manager who owns it, and reminds them before the date passes.
Can it prepare certificates of insurance for our review?
Yes, as drafts. It fills the certificate from the policy on file and the holder’s request, flags anything the policy does not show — an additional insured, a waiver — and waits for your licensed staff to approve it before it goes out.
How do the Front Office and the Back Office work together for an insurance agency?
The Front Office answers the call, takes the quote intake and books the review with the right producer; the lead, the call transcript and the booking land on the client’s record in the Back Office, where the policies, the renewal dates and the service work take over.
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Or call +1 (954) 736-3939 — the AI answers.