The Orchestration System for the Agentic Era

Kizen enables enterprises to understand business context, take action with workflows infused with AI, and safely build custom applications and agents at scale.

Why Kizen

Connected

Connect
everything

Using Kizen’s SmartConnectors and Data Cloud, teams can integrate data and systems into Kizen to eliminate silos and manual work.

Safe

Infuse
AI safely

Add multi-agent orchestration to handle complex processes with built‑in guardrails and observability.

Easy

Deploy
quickly

Go from idea to deployment in minutes, whether you’re building internal tools, case-management apps, or customer-facing experiences.

Scalable

Scale with
confidence

Deploy specific use cases where you need, scale how you want with Kizen’s enterprise platform.

Use Cases

Trusted by leaders in insurance, healthcare, and financial services.

Take a deeper look below.

Commissions

Automate payouts for real-time accuracy and transparency.

Contracting

Speed onboarding and carrier appointments with less manual work.

Marketer

Automate outreach and ROI reporting to grow production.

CRM

Manage your book of business with quoting and enrollment built in.

Secure Portals

Give producers self-service access to contracting, production, and commissions.

Patient Care Management

Automate outreach and follow-ups so clinicians focus on care.

Provider Recruitment

Automate sourcing and onboarding to grow networks faster.

Revenue Cycle Management

Automate billing to cut rework and speed payment.

Loan Package Processing

Classify, extract, and validate lending documents in seconds, then auto-sync to your LOS.

Deposit Operations Intelligence

Accelerate deposit ops from document 
intake to account opening.

Consumer Portals

Lower cost to originate with an AI-native digital application experience.

Customer Success Stories

Why enterprises trust Kizen

INSURANCE

"We started working with Kizen three years ago. Today, we've more than doubled our business and nearly tripled our EBITDA with the same team."

COO of Top 10 FMO

Measured Impact

  • $1.2M
    Value generated in 4 months across 3 use cases
  • $250K
    Lost commissions recovered in 60-day PoC
  • < 4
    Months implementation time to production
  • 220%
    ROI in 12 months with a 4.8-month payback period

As seen in

Engineered for Enterprise Automation

Kizen delivers the only enterprise-grade platform purpose-built for insurance, healthcare, and financial services teams

Modular Automation

Built for how real teams work, configure and orchestrate complex workflows through a flexible no/low-code interface that aligns with enterprise architectures and governance models.

AI-Native Data Model

Structured from day one for automation, analytics, and compliance, giving every organization a clean, contextual foundation for intelligence at scale.

Model-Agnostic
Orchestration

Connect, test, and deploy AI workflows or agents from any model, framework, or vendor with full control, transparency, and observability.

Abstracted
Workflow Layer

Unifies data and context across systems, enabling safe, rapid deployment of intelligent automation in any business domain.

Secure
by Design

Enterprise-grade security with SOC 2, ISO 27001, and HIPAA compliance, plus granular permissions for robust data governance.

Ready to unlock your team’s full potential?

Learn how your team can save time and money when you automate, innovate, and grow with Kizen.

“We went from using multiple systems with disorganized client data to a streamlined workflow. Now we let Kizen worry about the small stuff so we can focus on growing sales.”

Ali Elyassi

VP of Sales at Werqwise

“Part of the power of Kizen is the ability to continually update and refine our business development pursuits and contracted projects. I see a million different ways this is going to help our business.”

Rio Franzman

COO of KC Harvey

“Worth its weight in gold! We were drowning in manual tasks. Now, Kizen can do nearly everything for us, so we can focus on other things. It tracks our students and moves them through the process, so we always know where they are and what is needed.”

David Loebsack

Co-Founder of Arts & Minds Academy

What is Kizen?

Kizen is an enterprise-grade automation platform that unifies workflows, data, and AI across teams and systems. It allows organizations to build, connect, and deploy intelligent automation with the speed, control, and compliance required for regulated industries.

What makes Kizen different from legacy CRMs or workflow tools?

Kizen is not just a CRM it is a unified data and automation platform. Instead of managing isolated applications, teams use one system that connects every workflow, integrates data across silos, and embeds AI where it delivers measurable ROI. Its modular architecture supports rapid deployment for specific use cases and scales seamlessly across the enterprise without replatforming.

How does Kizen integrate with existing systems?

Through Kizen’s SmartConnector framework and Data Cloud, organizations can connect APIs, databases, files, and legacy applications. Unlike simple API connectors, SmartConnectors function as a full ETL (Extract, Transform, Load) engine, enabling data mapping, normalization, and transformation in real time. This eliminates manual integration work, ensures clean, contextual data, and provides a single source of truth for analytics and automation.

Can we start small and expand over time?

Yes. Kizen’s modular design lets you deploy targeted use cases such as contracting, lending document extraction, case management, or patient care management, then scale across departments or business units at your own pace. Teams can begin with high-impact automations and expand into enterprise-wide orchestration without replatforming or disrupting existing systems.

What are Kizen AI Agents?

AI Agents are pre-trained or custom automation components that perform specialized tasks such as data reconciliation, document review, or case triage. Agents can operate independently or orchestrate together in multi-agent workflows, all under full enterprise observability and policy control.

Can we bring our own models or external LLMs?

Yes. Kizen’s model-agnostic orchestration supports internal, third-party, and open-source models. Teams can connect, test, deploy, and monitor agents from any framework while maintaining data governance, auditability, and compliance.

How does Kizen ensure safety and compliance in AI workflows?

All AI operations run within defined guardrails with versioned prompts, role-based permissions, and continuous monitoring. This architecture ensures traceability, reduces hallucinations, and satisfies regulatory requirements across industries.

How is data structured within Kizen?

Kizen’s AI-native data architecture unifies structured and unstructured information across sources while maintaining context and lineage. It provides a single, compliant foundation for analytics, automation, and AI without requiring custom ETL pipelines.

How does Kizen manage security, compliance, and governance?

Kizen’s architecture is secure by design, with SOC 2 Type II, ISO 27001, HIPAA, and FedRAMP Moderate certifications. Data is encrypted at rest and in transit, and every workflow includes audit logging and granular, role-based permissions. This ensures compliance with industry regulations across insurance, healthcare, financial services, and beyond.

Can Kizen support on-prem or hybrid deployments?

Yes. While most customers use Kizen’s managed cloud, the platform supports private, hybrid, or on-premises environments where data residency or regulatory policies require it.

Who are Kizen’s insurance solutions for?

Kizen supports agencies, FMOs, IMOs, IPAs, and carriers across life, health, and ancillary lines. It unifies contracting, commissions, CRM, and marketing under one compliant, auditable system designed for scale.

How can agencies modernize operations without disrupting what already works?

Kizen integrates alongside existing tech stacks, automating manual tasks and surfacing real-time insights without a full migration. This approach accelerates modernization while preserving institutional workflows.

What makes Kizen different from other insurance CRMs?

Unlike niche CRMs or point tools, Kizen consolidates sales, contracting, commissions, and compliance management into one platform. Preconfigured automation for insurance workflows and top-tier certifications including SOC 2, ISO 27001, HIPAA, and FedRAMP set it apart.

How can agencies leverage AI and automation to serve clients better?

Kizen AI Agents automate repetitive administrative work, monitor renewals, and deliver personalized engagement triggers. This enables faster response times, higher retention, and scalable relationship management.

What agency growth challenges does Kizen solve best?

Kizen eliminates fragmented data, manual processing, and lack of production visibility, empowering agencies to scale downlines, optimize payouts, and manage compliance efficiently.

What does Kizen do in the healthcare space?

Kizen brings automation and AI to provider networks, payers, and care teams to reduce administrative burden and improve outcomes in value-based care. The platform closes care gaps, reconciles quality bonuses, streamlines coding and compliance, and powers engagement across the care continuum.

How does Kizen integrate with existing systems?

Using APIs and standards such as HL7 and FHIR, Kizen connects with EHRs, claims systems, and Health Information Exchanges. It overlays automation and analytics on your existing infrastructure without requiring a rip-and-replace approach.

Who uses Kizen in healthcare?

Provider organizations, payers, ACOs, and value-based care administrators use Kizen to coordinate care, streamline operations, and strengthen revenue integrity across distributed networks.

What are key AI use cases in healthcare?

Healthcare organizations use Kizen AI Agents for claims automation, chart abstraction, coding validation, and predictive care gap identification all while maintaining strict regulatory compliance.

How is data secured?
  • SOC 2 Type 2 controls
  • ISO 27001 compliant information security management
  • Data encrypted in transit and at rest
  • Role‑based access control and field‑level permissions
  • SSO support
  • IP allowlisting
  • Detailed audit logs for every agent action
Does Kizen train models on client data?

No. Kizen never trains on your data. You can use your own LLM accounts or have usage passed through your instance with the correct privacy settings. Either way, your data stays your data.

Can Kizen integrate with legacy banking or lending systems?

Yes. Through secure APIs and SmartConnectors, Kizen connects to core banking, LOS, and CRM platforms, providing real-time data synchronization and process automation without major infrastructure change.

For document extraction, how does exception handling work?

Each extraction includes a confidence score. You set thresholds. Below threshold items are routed to humans for review, with page‑level citations and audit trails. Teams can correct and approve in minutes.

Can we deploy in our cloud or on‑prem?

Yes. Options include Kizen’s multi‑tenant cloud, private cloud, or on‑prem. Many clients start in our cloud for speed, then decide if a private deployment is needed.

How do we get set up with Kizen?

Two paths:

  • We build together: Kizen can implement 1 to 4 priority workflows with your SMEs, then train your team to run and expand.
  • You build with our support: Use pre‑trained agents and low‑code tools, and call us when you want help.
How do we get started without a long IT project?

Start small and modular. Many banks begin by automating a single high-value workflow, like loan package intake, account opening, or financial statement extraction, without ripping and replacing core systems. Kizen connects through SFTP, API, or simple file drops, so you can stand up a production workflow in weeks, prove ROI, and expand across departments on your own timeline.