- Manage all Life, ACA, Medicare, Annuities, and Ancillary prospects & clients in one dashboard
- Automatically log drugs, providers, pharmacies, and follow-ups directly in your CRM and push updates across every connected tool
- Start selling right away with Kizen’s Bulk Uploader that helps you manage your book of business from your FMO, whether you have 50 or 5,000 clients to onboard to the CRM
Agent CRM
Manage, automate, and grow your book of business
An AI-native CRM, built for insurance agents, to handle the admin work, so you can spend more time with members.
Trusted by industry leaders to optimize mission-critical business processes.
Admin Management
Get 2 days of work back with your own AI assistants
Client Relationships
Never miss a client touch point or renewal opportunity
- Improve client retention with an AI Assistant that recommends cross-sell opportunities and next-best actions
- Nurture clients with an AI Assistant that drafts outreach emails, builds groups, dashboards, or kicks off multi-step follow-ups
- Increase client engagement with an AI meeting assistant that manages your recordings, drafts follow-ups, and makes updates all within 3 minutes
Business Growth
Drive growth and retention with powerful workflows
- Manage your performance with an all-in-one dashboard that shows active policies, recent enrollments, and key metrics, built for high-volume agents
- Stay top of mind with 14+ automated sequences that nurture prospects through the funnel
- Talk to your data and manage your AI workflows through a universal chat
Ultimate Al Assistant for Insurance
Unload the administrative burden through a simple chat
Meeting Assistant
Record a meeting via Kizen Voice and automatically parse data into the CRM
Knowledge Assistant
Identify new cross-sell / up-sell opportunities for your members
Marketing Assistant
Build and launch custom, compliant marketing emails and branded client forms
The leading AI-native CRM
See how Kizen’s AgentCRM can help you stay organized, compliant, and focused on what matters most, growing your book of business.
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
Smart Connectors
Compliance
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
Self-Learning Architecture
Agents learn independently and humans improve their learning, which creates a compounded, and reinforced, self-learning loop
Front Office
Agent CRM
Agency CRM
Contracting CoPilot
Marketer CoPilot
Commissions CoPilot
Agent/Agency Portals
Frequently Asked Questions
What is AgentCRM?
AgentCRM is an AI-native, HIPAA-compliant CRM built specifically for insurance agents—managing every member, policy, and renewal in one place with automated follow-up and targeted campaigns. By using AI automations, it helps agents reclaim up to 2 days of work from historical administrative tasks, now done in minutes.
What are some key components to AgentCRM?
AgentCRM has a variety of features that support agents day-to-day business management:
- It houses data around contacts, policies and renewals in one place and syncs data seamlessly between other systems
- It automates multi-channel outreach with pre-build marketing templates and branded intake forms
- It gives agents AI Assistants that help update accounts seamlessly, cross-sell against plan gaps, and chat with their knowledge documents to stay on top of changes
How is it different from my existing CRM?
Kizen’s AgentCRM consolidates member data, automates workflows, and provides unified dashboards, whereas historical CRMs are typically fragmented, manual-heavy systems that require lengthy and costly implementation. Kizen also offers a complimentary Voice Assistant Application that lets you record meeting conversations and automatically parses information into your CRM, minimizing the need for manual data entry. This transition shifts your CRM from a source of operational overhead to a valuable, time-saving assistant for your business.
What kind of email automations do you send?
Kizen has 14 different email touchpoints automatically included in the CRM, all you have to do is enable agentic workflows at set up to turn them on. Automations include introductions, onboarding, enrollment, follow ups, birthdays, holidays, milestones and more!
How long does it take to get started?
Getting started is easy! Kizen pre-configured the CRM to get you up and running the same day - no tech team required.
How does AgentCRM protect my client data?
AgentCRM is HIPPA, SOC 2, and ISO certified, meaning client data is secure within the platform.
What other systems does AgentCRM connect to?
Kizen’s AgentCRM connects to firelite, SunFire, Connecture, Outlook, GMail, Google Calendar, Zapier, Workato, RingCentral, Twilio, Slack and is adding more every day.
How much does Kizen’s AgentCRM cost?
Kizen AgentCRM is $100/month/user.
How do I upload my existing book of business?
We’ve made it easy to bulk upload your policies and clients! Simply download the templates on the Getting Started Homepage of your AgentCRM, copy and paste your data into those templates, save as CSV files, and click on the “Upload” buttons.
Do we have to include emails to bulk upload clients/prospects?
We understand that not all of your existing clients or prospects may have email addresses. At this time, the Email field is not required in the csv file upload, so you can still add these individuals to your Contacts, as long as they have a First Name and Last Name.
With that being said, it’s important to note that if there are multiple rows in your csv file with the same email address, your AgentCRM will treat this as the same Contact and merge these rows. For this reason, we recommend creating dummy emails for contacts who are missing or sharing email addresses.
In the Broadcast Calendar, how do you select who that email goes to?
he Broadcast Calendar allows you to easily schedule bulk emails to send to targeted audiences. Once you select the date, time, and email, you’ll be prompted to select the specific group or apply filters for your email recipients. Make sure to review the number of recipients in the “Preview Send” section before clicking on “Schedule.”
Read more about the Broadcast Calendar here.
How do I change my Homepage?
We’ve designed easy-to-use AgentCRM Homepages for your specific insurance agent needs. If you would like to create a custom Homepage, please write in to support@kizen.com, and we’ll assist you with next steps!
Ready to power what’s possible?
Join the leading insurance organizations using Kizen to transform how work gets done.