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.
Insurance Solutions
AI Industries
min read
How one of the nation’s leading insurance organizations replaced manual, fragmented systems with Kizen, unlocking real-time visibility, recovering missed revenue, and nearly tripling EBITDA without adding headcount.
Submissions, contracting, and commissions are operationally heavy workflows for insurance organizations that support independent agents. Each touches multiple carriers, products, and compliance requirements, and small inefficiencies compound quickly as volume grows.
For one of the nation’s leading insurance organizations focused on Medicare Advantage, Medicare Supplement, and life insurance, managing these workflows became increasingly difficult with manual processes and disconnected systems.
Despite strong agent partnerships and continued growth, teams spent increasing time reconciling data, reviewing exceptions, and resolving errors rather than improving speed, accuracy, or service. Visibility lagged behind real-time operations, and scaling without adding headcount became more difficult.
Before adopting Kizen, the organization’s growth was constrained by outdated systems and fragmented data. The company was plagued by technologically outdated carriers who still relied on Excel and offered poor web portals for agents to access data, manage policies, and track commissions. This left the organization with no single source of truth for its data. Information was scattered across multiple solutions, none of which were built for their specific needs, leading to wasted time and workarounds. This lack of a central hub meant the organization had no visibility into its teams' workflows and no metrics to measure success.
The problem was a core business challenge: without a system where data could flow and be updated in real-time, tracking commissions or workflows was a manual effort. As one team member put it, the day-to-day was a constant request of, “Can you send me the file from last October on X commissions?”
The organization adopted Kizen’s AI-powered platform, which includes pre-built data models and workflows tailored for multi-carrier operations. With support for 18+ carriers, the platform met their needs from day one and accelerated time to value.
The first step was consolidating fragmented data using Kizen Smart Connectors, bringing everything into the Kizen Data Cloud for the first time, unlocking real-time and historical visibility across the business.
From there, Kizen helped the organization stand up two core systems:
A unified workspace that helps agents:
The CRM seamlessly integrates with RingCentral, Twilio, Sunfire, Connecture, and more.
Built on Kizen’s platform, this internal portal gives teams:
What previously took hours, or simply wasn’t possible, is now accessible instantly.
The implementation was fast and business-driven.
“The automation has reduced the need for human touches in areas like licensing, which has increased our processing speed and operational efficiency without expanding our workforce.”
— VP of Sales, Insurance Organization
The platform quickly became embedded in daily operations, delivering measurable value from day one.
Kizen’s platform enabled the organization to:
Kizen continues to partner closely with the organization to modernize inherited legacy processes, enrich data pipelines, and roll out video-based training materials to support long-term scalability and ROI.
“When we first partnered with Kizen, our licensing and contracting team had 9 people. Today, we’ve more than doubled the business and nearly tripled EBITDA—with the same team.”
— Chief Operating Officer, Insurance Organization
Explore how Kizen can help your insurance business today- Book a demo.