Kizen’s AI Agents: Build, Train & Scale In Under 30 Days. Learn more.
Kizen’s AI Agents: Build, Train & Scale In Under 30 Days. Learn more.
Medicarians
min read
John Winner, CEO of Kizen, took the stage at Medicarians 2025 in Las Vegas to showcase real-world examples and results, demonstrating how Generative AI is helping Insurance agents and agencies solve the 6 big challenges in insurance today—saving time, improving client service, acquiring more clients, accelerating licensing, ensuring accurate commissions, and cross-selling in a way clients love.
At Medicarians 2025 in Las Vegas, John Winner, Co-founder and CEO of Kizen, took the stage to share his insights on how Generative AI (GenAI) is transforming the insurance industry. With over 20 years of experience helping companies leverage technology, including starting six of his own, John brought a wealth of knowledge and a passion for entrepreneurial energy. His goal? To provide attendees, who were insurance agents and agencies, with tangible use cases of AI that could revolutionize their businesses.
John emphasized that GenAI is not just a buzzword; it’s a fundamental shift akin to the internet or the smartphone. It's reshaping how we live and work, but he acknowledged that many companies struggle to implement it effectively. In fact, John pointed out that 89% of companies find it challenging to leverage GenAI due to cost, data integration issues, and a shortage of skilled professionals.
That's where companies like Kizen come in. Kizen’s focus is on making AI accessible and seamless for insurance agents, agencies, and FMOs. We’re building a platform that scales from individual agents to large organizations, with tools for CRM, recruiting, commissions, and contracting.
So, what exactly is GenAI, and why should insurance professionals care? According to John, it's about growing faster and protecting existing business. It enables offering more products easily, providing personalized service, and gaining a competitive edge as an early adopter. He stressed that this technology can drive significant revenue growth and time savings.
John painted a picture of having a team of AI assistants that can be trained just like human team members. These assistants can handle tasks such as creating personalized marketing emails, detecting unpaid commissions, and prioritizing clients who need plan changes. This "digital labor" can save significant time and money, offering a cost-effective alternative to building a traditional team. John noted that AI can help build a team around you for a fraction of the cost, potentially under a hundred dollars a month.
He shared impressive statistics, such as a potential 1.2 to 1.5x increase in revenue and a 30 to 50% reduction in operating expenses. These aren't just theoretical numbers; John asserted that they are achievable and being realized by businesses right now.
John then delved into specific ways AI can help insurance businesses. These include saving time, improving client service, acquiring more clients, identifying cross-selling opportunities, accelerating licensing, and ensuring accurate commissions. He demonstrated how an AI assistant could quickly pull up a list of clients without dental coverage and even draft a personalized email to those clients in minutes.
He also highlighted how AI can enhance client service. It can prioritize clients needing plan changes, send automated reminders and updates, and identify those with specific needs. John emphasized that this technology is not theoretical; it's driving real-world value by growing revenues, identifying missing commissions, accelerating contracting, and reducing processing time.
With an AI Assistant, insurance agents can immediately identify clients needing plan changes, proactive schedule appointments, assist with cross-selling opportunities, and build complete marketing campaigns.
Angela May, COO at Pinnacle, joined John on stage and shared an inspiring story about how her company transformed its operations by partnering with Kizen. When Pinnacle first started with the platform three years ago, their licensing and contracting team had nine members. Fast forward to today: their business has more than doubled, EBITDA has nearly tripled, and remarkably, that same nine-person team is still in place—thanks to streamlined support and smart use of automation.
Angela highlighted how Kizen’s all-in-one platform empowered insurance agents to manage everything from submission to commission. It didn’t replace people—it made them more effective. In one powerful example, the platform helped uncover a $250,000 commission error that was initially flagged as a $92,000 chargeback. As the company scaled from 12 to 129 contracted carriers, the adaptability of the platform, along with customizable dashboards and CRM features, proved critical.
Angela emphasized that even agents with varying technical skills can thrive using Kizen, with many eliminating the need for additional tools. “We’re a very happy customer of the system that’s helped save money and supercharge efficiency.” she said.