Built for every part of the insurance business, so you can focus on growing it
Recruit agents, automate contracting, manage members and policies, pay commissions on time, and have real-time visibility through self-serve dashboards.
- SOC 2 Type II
- ISO 27001
- HIPAA
Trusted by industry leaders to optimize mission-critical business processes.
Do more, grow faster, work less
-
74%
faster agent onboarding and contracting cycles
-
4x
more contracts processed per team member
-
95%
less manual work across contracting
-
30m+
saved per validation faster agent activation
The platform that scales from agent to carrier.
Kizen is built for the whole journey, giving you the right capabilities at every stage of growth, without switching platforms.
Agent CRM (Front office)
Agents can grow their books of business without growing their workload. Automated follow-up, targeted campaigns, and every policy and renewal managed in one place.
Key Benefits
- Never let a prospect or client slip through the cracks — every follow-up, campaign, and touchpoint handled for you
- AI assistants help uncover cross-sell opportunities so you can provide the best care and grow faster
- All post-meeting analysis, such as recordings, summaries and follow-ups handled by AI assistants in under 3 minutes
Agency CRM (Front office)
Give your agency the visibility and control to scale — without losing sight of every producer, book, and deal in motion.
Key Benefits
- Get new producers ramped and selling faster with standardized onboarding and workflows
- Know exactly who's performing, who needs help, and where your best opportunities are, in real-time
- Run sales, service, and operations from one workspace instead of juggling tools and spreadsheets
Contracting CoPilot (Back office)
Scale quickly with an end-to-end solution that licenses, appoints, certifies, and clears agents to sell across 300+ preconfigured carrier rules and all major lines of business.
Key Benefits
- 300+ preconfigured carrier rules are built in across Medicare, MA, Life, Annuities, and ACA
- Carrier, state, hierarchy, eligibility, and optional NIPR requirements validated upfront
- Readiness and RTS status are tracked in real time for better visibility
- Dated contracts are created automatically with correct levels and hierarchies to maintain a single source of truth
Commissions CoPilot (Back office)
Improve producer satisfaction with an end-to-end commissions solution that calculates, validates, and pays every agent accurately from day one.
Key Benefits
- Calculates across 5 commission types with hierarchy and effective-date logic
- Links production and commissions feeds to policies, contracts, and hierarchies
- Generates payment summaries by carrier and date range with full status tracking
- Publishes payments and statements directly to agent and agency portals
Marketer CoPilot (Back office)
A tool that recruits, onboards, and retains agents through automated outreach, engagement tracking, and targeted expansion campaigns at scale.
Key Benefits
- Track agents from first touch through appointment, training, and submission
- Automate compliant follow-ups for contracting, appointments, and training
- Shift spend by channel, geography, partner type, and producer ROI
- Prove ROI in real time from lead to appointed, submitted, and retained
Agent/agency Portals (Back office)
A permissioned self-service hub that gives every agent and agency in your downline real-time visibility into their contracting, production, commissions, and readiness status in one place.
Key Benefits
- Submit contract requests and track every stage of the process
- Monitor RTS readiness and carrier processing in real time
- View production reports and performance data across your book
- Access commission statements and payout breakdowns in one place
Everything connected.
Connect effortlessly with your existing systems while maintaining strict industry compliance.
Enrollment
Communication
Regulatory & Compliance Connectors
- SOC 2 Type II
- ISO 27001
- HIPAA
Frequently asked questions
Kizen’s insurance suite supports independent agencies and agents, FMOs, IPAs, providers, and healthcare carriers across life, health, and ancillary lines. The platform is designed to unify contracting, commissions, CRM, and marketing under one secure, compliant system.
Kizen is built specifically for insurance distribution. That means native support for producer hierarchies, carrier contracting rules, multi-level commissions, and compliance workflows that generic CRMs simply cannot handle out of the box.
Agent CRM, Agency CRM, contracting, commissions, marketer engagement, and agent portals all live in one platform so your team stops stitching tools together.
Kizen addresses challenges such as fragmented data, manual contracting and commission workflows, inconsistent lead nurturing, limited production visibility, and inefficient scaling of downlines or partner networks.
Kizen enables carriers to operate more efficiently by providing transparency into agent and agency performance, supporting hierarchical structures, automating contracting and compliance workflows, and ensuring accurate, timely commission processing.
AI is embedded across the platform, not bolted on. From automated follow-up in the Agent CRM to intelligent filtering across portals, AI works across every workflow your team touches daily.
Agencies can deploy AI and automation to manage repetitive tasks, trigger personalized communications, and monitor key dates such as renewals or anniversaries. Automated workflows improve responsiveness and free staff to focus on client relationships and business growth.
Agencies can modernize by integrating Kizen alongside existing systems. Kizen connects to legacy workflows, automates manual tasks, and adds real-time dashboards and reporting without requiring a system overhaul. This approach reduces friction, eliminates manual data entry, and improves speed to value.
Yes. Contracting Copilot validates carrier, state, hierarchy, and eligibility requirements upfront, tracks RTS status in real time, and creates dated contracts at the correct levels automatically across 300+ preconfigured carrier rules.
Commissions Copilot ingests carrier production and commission feeds, applies override and effective-date logic, reconciles statements, and publishes accurate payouts to every agent and agency in your downline.
Yes. Secure Portals give every member of your downline self-service access to their contracting status, production reports, commission statements, and training resources in one permissioned hub.
Yes. Marketer Copilot is built for FMOs and distribution teams to recruit, onboard, and retain producers through automated outreach, engagement tracking, and ROI measurement from first touch to first submitted policy.
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