The First AI-Enhanced Solutions
For Insurance Agencies and Agents
Key benefits
Agent
CRM with CoPilot
-
HIPAA & SOC 2 Compliant
-
One-Click Integration with Enrollment Tools
-
Referrals and Online Review Generator
-
Digital Scope of Appointment Form
-
Marketing Automation
For questions about our products or to schedule a demo
Agency
CoPilot
Kizen’s Copilot is an all-in-one brokerage AI assistant with core skills that will streamline your business in:
-
Commissions
95% less time required to process commissions
-
Contacting
74% less time required to license
-
Marketing
30% increase in contracts secured
Agency
Portal
Kizen’s first-of-its-kind portal provides real time data to your downline agents and agencies. It empowers you to create a single place where your partners can access the most critical elements of their businesses to operate more efficiently.
Easily see:
-
Production Data
-
Commission Data
-
Ready-to-Sell Data
-
Pending Contract Request Statuses
Agency
APIs
Stop struggling with inconsistent formats and reports from all the carriers you work with. Kizen provides three distinct API products that transform and standardize data from over 150 health and life carriers. Kizen’s APIs can easily feed into any system you currently use today.
-
Production API
-
Commission API
-
Ready-to-Sell API
