Agency CRM by Kizen - AI CRM for High-Scale Agencies
Mange members, agents and your business, all from one place
Give your agents more time to focus on member experience with an AI-native CRM built for specifically for insurance distribution.
Trusted by industry leaders to optimize mission-critical business processes.
Total visibility into your business performance
- Easily view performance related to producers with unified dashboards that track team productivity, margins and policies
- Members and policies are managed in one place across the full book of business
- Unified data capabilities automatically sync medications, providers & pharmacies across the book of business
Drive growth and retention with powerful workflows
- Give agents the power of an AI-native CRM that helps turn insights into upsell and cross-sell opportunities for each client
- Built-in automations that nurture members through any change in the system, keeping your business top of mind year after year
- Act on every member and agent need from lead routing to quoting, so opportunities are never missed
AI Assistants that support your agents’ day-to-day
- An AI meeting assistant helps agent productivity by eliminating post-meeting admin work
- An AI marketing assistant that builds custom marketing email campaigns and branded client forms
- An AI universal chat helps agents answer their questions to be fully prepared for upcoming client meetings and performance reviews
An AI-Native CRM that grows with you
Learn how AgencyCRM can help your agents perform at their best.
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
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
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Smart Connectors
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Compliance
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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
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Self-Learning Architecture
Agents learn independently and humans improve their learning, which creates a compounded, and reinforced, self-learning loop.
“We started working with Kizen three years ago. Today, we’ve more than doubled our business and nearly tripled our EBITDA with the same team.”
COO from one of the largest field marketing organizations in the country.
Measured Impact
$1.2M
Value generated in 4 months across 3 use cases
$250K
Lost commissions recovered in 60-day PoC
<4
Months Implementation time to production
220%
ROI in 12 months with a 4.8-month payback period
Frequently Asked Questions
What is an AI agent’s purpose on your team?
An AI agent serves as your intelligent digital teammate, focused on specific tasks that align with your business objectives. It learns your company’s processes and best practices to drive measurable progress toward your KPIs while providing actionable insights and process improvements.
How do I set my data up to help my AI agent succeed?
For optimal performance, your AI agent needs contextual understanding of your business operations, including company guidelines, standard processes, organizational structure, and workflow patterns. The more relevant business context it has access to, the more effectively it can assist your team.
Which goals can an AI agent accomplish?
- Streamlining day-to-day tasks that follow predictable patterns
- Automating routine workflows to free up your team’s time
- Analyzing processes to identify improvement opportunities
- Facilitating smoother cross-team collaboration and communication
- Increasing overall productivity while maintaining quality standards
How long does it take to set up an AI agent for my team?
Kizen provides pre-configured AI agents that can be deployed immediately, without initial setup. These agents automatically analyze your data structures and business systems. For optimal performance, we recommend a guided onboarding process where you provide company-specific context and documentation. Most teams see meaningful results within the first week, with agent effectiveness continuing to improve as it learns from interactions with your team.
Can the AI agent learn and improve over time?
Yes, continuous improvement is a core feature of our AI agents. The system employs sophisticated feedback loops that analyze user interactions, detect friction points, and identify knowledge gaps. When patterns emerge, administrators receive targeted questions designed to enhance the agent’s understanding of specific processes. This learning model combines both automated pattern recognition and human-guided refinement, ensuring your agent becomes increasingly valuable and aligned with your evolving business needs.