Agency CRM

Mange members, agents and your business, all from one place

Give your agents more time to focus on member experience with an AI-native CRM built for specifically for insurance distribution.

Trusted by industry leaders to optimize mission-critical business processes.

Pinnacle Financial Services logo representing an insurance FMO supporting agents nationwide
AmeriLife logo representing a national insurance distribution and retirement services company
Logo of Gordon Marketing, an award winning Insurance FMO
JSA logo representing an insurance marketing organization supporting Medicare agents
MPK Equity Partners logo representing a private investment firm focused on long-term growth partnerships
Werqwise logo representing a flexible coworking and office space provider for growing teams
Harbor Health logo representing a healthcare provider focused on primary care and wellness services
Platinum health
Unified Data

Total visibility into your business performance

  • Easily view performance related to producers with unified dashboards that track team productivity, margins and policies
  • Members and policies are managed in one place across the full book of business
  • Unified data capabilities automatically sync medications, providers & pharmacies across the book of business
Business Growth

Drive growth and retention with powerful workflows

  • Give agents the power of an AI-native CRM that helps turn insights into upsell and cross-sell opportunities for each client
  • Built-in automations that nurture members through any change in the system, keeping your business top of mind year after year
  • Act on every member and agent need from lead routing to quoting, so opportunities are never missed
Agentic AI

AI Assistants that support your agents’ day-to-day

  • An AI meeting assistant helps agent productivity by eliminating post-meeting admin work
  • An AI marketing assistant that builds custom marketing email campaigns and branded client forms
  • An AI universal chat helps agents answer their questions to be fully prepared for upcoming client meetings and performance reviews
Agency CRM

An AI-Native CRM
that grows with you

Learn how AgencyCRM can help your agents perform at their best.

By the numbers

Spend more time doing what you love by automating what you don’t

60%

Saved follow-up time with AI assistance

28%

Increase in cross-sell & close rates

2D

Reclaimed per week for selling

Integrations

Easily connect and sync with your existing tools

Agent CRM integrates the tools you need every day - securely and ensuring compliance at all times

Enrollment

  • SunFire logo representing a Medicare enrollment and plan comparison technology platform
  • Connecture logo representing a health insurance shopping and enrollment technology platform
  • FireLight logo, representing a platform that supports digital e-applications and e-signatures for insurance workflows

Email

  • Microsoft Outlook logo representing email, calendar, and communication tools
  • Gmail logo representing Google’s email and communication platform

Smart Connectors

  • Zapier logo, representing an automation platform that connects apps and automates workflows without code
  • Workato logo representing an automation and integration platform for connecting business apps
  • RingCentral logo, representing a cloud-based platform for business phone, messaging, and video communications
  • Twilio logo, representing a cloud communications platform for SMS, voice, email, and customer engagement APIs

Compliance

  • HIPAA compliance badge indicating adherence to U.S. healthcare privacy and data security standards
  • AICPA SOC certification badge indicating audited security and compliance for service organizations

Why enterprises choose Kizen

Speed to Value

ROI delivered in 30–90 days. Pre-Trained Agents, AI Applications, & Industry-Specialized FDE teams accelerate value

True Context Technology

Ensure AI Agents have complete context to reason and take appropriate actions

Regulated Enterprise Ready

Secure, observable, scalable, transparent, and compliant

  • SOC 2 Type II certification badge indicating audited security, privacy, and compliance for service organizations
  • ISO 27001 certification badge for information security management compliance
  • HIPAA Compliance Certification logo
  • SOC 3 Type II certification badge indicating audited security, privacy, and compliance for service organizations

Self-Learning Architecture

Agents learn independently and humans improve their learning, which creates a compounded, and reinforced, self-learning loop

See what’s possible.

“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 from one of the largest field 
marketing organizations in the country.

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

Frequently Asked Questions

What is an AI agent’s purpose on your team?

An AI agent serves as your intelligent digital teammate, focused on specific tasks that align with your business objectives. It learns your company’s processes and best practices to drive measurable progress toward your KPIs while providing actionable insights and process improvements.

How do I set my data up to help my AI agent succeed?

For optimal performance, your AI agent needs contextual understanding of your business operations, including company guidelines, standard processes, organizational structure, and workflow patterns. The more relevant business context it has access to, the more effectively it can assist your team.

Which goals can an AI agent accomplish?
  • Streamlining day-to-day tasks that follow predictable patterns
  • Automating routine workflows to free up your team’s time
  • Analyzing processes to identify improvement opportunities
  • Facilitating smoother cross-team collaboration and communication
  • Increasing overall productivity while maintaining quality standards
How does my AI agent work within my Enterprise data access policies, architecture, and entitlements?

Guardrails are essential safety features that define what your AI agent can and cannot do. These include customizable natural-language instructions, permission controls, and Kizen’s built-in security framework. These guardrails ensure your agent operates within your guidelines, maintains data security, and knows when to escalate issues to human team members.

Which LLM/LAM models (AI models) can I choose from?

Kizen provides enterprise-grade AI models out of the box that seamlessly integrate with your existing systems. For enhanced capabilities, you can select Kizen AI from our Marketplace. Enterprise customers can choose from premium models including OpenAI, Gemini (Google), Anthropic, Mistral, and others through our automated workflow integrations.

Do I need to have prior AI knowledge/experience?

No technical AI expertise is required. Kizen is designed for users at all skill levels, from beginners to advanced practitioners. Our intuitive interface and guided setup process help your team quickly build confidence in creating effective AI prompts and use cases. The system gradually helps you teach the AI about your specific business context for increasingly valuable results.

How long does it take to set up an AI agent for my team?

Kizen provides pre-configured AI agents that can be deployed immediately, without initial setup. These agents automatically analyze your data structures and business systems. For optimal performance, we recommend a guided onboarding process where you provide company-specific context and documentation. Most teams see meaningful results within the first week, with agent effectiveness continuing to improve as it learns from interactions with your team.

What happens if the AI agent doesn’t know how to complete a task?

Our AI agents are designed with intelligent escalation protocols. When facing limitations, the agent will transparently acknowledge the gap, suggest alternative approaches based on its knowledge, and—if necessary—route the request to the appropriate human team member. This ensures workflow continuity and prevents bottlenecks. All escalation instances are logged for review, creating opportunities for your agent to expand its capabilities through supervised learning of new processes.

Can I customize the AI agent to match our company’s voice and values?

Absolutely. Kizen AI agents can be tailored to embody your organization’s unique communication style, priorities, and values. During setup, you can define your brand voice parameters, upload style guides, and provide examples of ideal communications. The agent also adapts through observation of company interactions and documentation. This customization ensures that your AI representative communicates in a way that feels authentic to your organization’s culture.

Can the AI agent learn and improve over time?

Yes, continuous improvement is a core feature of our AI agents. The system employs sophisticated feedback loops that analyze user interactions, detect friction points, and identify knowledge gaps. When patterns emerge, administrators receive targeted questions designed to enhance the agent’s understanding of specific processes. This learning model combines both automated pattern recognition and human-guided refinement, ensuring your agent becomes increasingly valuable and aligned with your evolving business needs.

Ready to power what’s possible?

Join the leading insurance organizations using Kizen to transform how work gets done.