Contracting CoPilot by Kizen - For Insurance

Faster, Cleaner, More Accurate Contracting. Automated From Start to Finish

Move contracting forward automatically, eliminate NIGO, and give your teams one accurate source of truth for producers, hierarchies, and readiness.

74% reduction in time and cost required to contract

Simplify operations with automatic validations that fix errors or alert the right team, smooth syncing with Ready-To-Sell data and agent rosters, and easy hierarchy and access control management.

Data management has never been easier

• Kizen eliminates the need for manual data entry and searching by providing all required licensing information in a single portal
• Our platform validates requests, ensuring that level and upline contracting capabilities are accurate before moving forward
• Track the status of each request in real-time, with a custom portal for downline access that minimizes questions and enhances communication
• Dive deeper into your data with pre-configured quick filters, enabling real-time analysis and dynamic pivots across 20+ field types

Automated workflows made for speed

• Our system syncs seamlessly with Ready-To-Sell and Agent Rosters to automatically advance requests to the appropriate stage in the contracting process
• Notifications are sent to the right individuals at each stage, ensuring that agents are contracted faster without unnecessary delays
• Kizen automatically builds hierarchies and commission agreements based on the assigned agent level, streamlining the setup for your team
• Contract with over 200 Medicare, Life, Annuity, ACA & Ancillary carriers, while utilizing advanced exception handling with tailored workflows for any potential issues

Enhance efficiency with AI

• Leverage the power of Agentic AI to optimize workflows, boosting speed and efficiency across your contracting process
• Self-Healing Smart Connectors detect Carrier file modifications and automatically recommend changes to enable processing
• Proactively discover certification lapses for product lines and kickoff contract renewal workflows
• Experience a smoother, more efficient contracting journey that empowers your agency to thrive in a competitive market

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

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lower cost of ownership

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less coding required

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faster to deploy ideas & improve

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Users that love Kizen

Ready to unlock your team’s full potential?

Learn how your team can save time and money when you automate, innovate, and grow with Kizen.

“We went from using multiple systems with disorganized client data to a streamlined workflow. Now we let Kizen worry about the small stuff so we can focus on growing sales.”

Ali Elyassi

VP of Sales at Werqwise

“Part of the power of Kizen is the ability to continually update and refine our business development pursuits and contracted projects. I see a million different ways this is going to help our business.”

Rio Franzman

COO of KC Harvey

“Worth its weight in gold! We were drowning in manual tasks. Now, Kizen can do nearly everything for us, so we can focus on other things. It tracks our students and moves them through the process, so we always know where they are and what is needed.”

David Loebsack

Co-Founder of Arts & Minds Academy