Marketer CoPilot by Kizen - For Insurance

Achieve 30%+ growth with Marketer CoPilot

Gain instant access to live dashboards that empower you to make informed, data-backed decisions. Leverage insights to pinpoint where to allocate marketing resources for maximum impact, to optimize strategies, and for more sustainable growth.

Focus your time on what really matters

Streamline lead tracking and gain insights to focus on high-value opportunities while ensuring smooth workflows. Save time with automation and utilize Generative AI for personalized content and efficient follow-ups across all channels.

Maximize your lead conversion and retention

• Easily track inbound leads and outbound calls through Timeline to keep your sales pipeline flowing.
• Keep all prospect information in one place, from lead data and recruitment tracking to team interactions, activity schedules, and a complete history timeline.
• Ensure every lead is routed and handled with best-practice workflows to avoid missed opportunities.
• AI-driven recommendations to optimize follow-up and maximize value with each agency and agent.

Boost agency performance with real-time insights

• Instantly view production and margin data for each agency, so you can focus on high-value opportunities.
• Stay on top of prospect outreach with dashboard activities that let you access and update data, log call outcomes, and trigger the next steps to boost conversions.
• Prioritize marketing spend and time on your most profitable partners for maximum ROI.
• Stay organized with integrated dashboards that show all your key prospects, agents, and follow-up data in one place. Track anything overdue, due today, this week or for future dates.
• Quarterly Business Reviews help you align with high-growth agents and agencies, track progress, set future goals, and identify opportunities to support their success.
• Leverage AI-enhanced optimization tools to ensure smooth workflows and optimal results across your network.

Save time and drive growth with automation

• Let downlines handle contracts independently while you oversee production and commissions through custom portals.
• Save hours with built-in marketing automation, creating personalized follow-ups across multiple channels.
• Leverage Kizen AI to craft personalized content and emails, then schedule broadcasts to targeted client groups effortlessly.
• Our best-practice follow-up plan ensures no prospect is left behind, with ongoing improvements powered by AI to help you recruit more agents and boost your earnings.

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

0% lower cost of ownership

0% less coding required

0x faster to deploy ideas & improve

0k+ 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.

Ali Elyassi

VP of Sales at Werqwise

Rio Franzman

COO of KC Harvey

David Loebsack

Co-Founder of Arts & Minds Academy