# 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. ## Get 2 days of work back with your own AI assistants - 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 ## 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 ## 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 AI 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 ## 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 - - - ### Email - - - ### 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 ## See what’s possible. ### “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 does my AI agent work within my Enterprise data access policies, architecture, and entitlements? Guardrails are essential safety features that define what your AI agent can and cannot do. These include customizable natural-language instructions, permission controls, and Kizen’s built-in security framework. These guardrails ensure your agent operates within your guidelines, maintains data security, and knows when to escalate issues to human team members. ### Which LLM/LAM models (AI models) can I choose from? Kizen provides enterprise-grade AI models out of the box that seamlessly integrate with your existing systems. For enhanced capabilities, you can select Kizen AI from our Marketplace. Enterprise customers can choose from premium models including OpenAI, Gemini (Google), Anthropic, Mistral, and others through our automated workflow integrations. ### Do I need to have prior AI knowledge/experience? No technical AI expertise is required. Kizen is designed for users at all skill levels, from beginners to advanced practitioners. Our intuitive interface and guided setup process help your team quickly build confidence in creating effective AI prompts and use cases. The system gradually helps you teach the AI about your specific business context for increasingly valuable results. ### 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. ### What happens if the AI agent doesn’t know how to complete a task? Our AI agents are designed with intelligent escalation protocols. When facing limitations, the agent will transparently acknowledge the gap, suggest alternative approaches based on its knowledge, and—if necessary—route the request to the appropriate human team member. This ensures workflow continuity and prevents bottlenecks. All escalation instances are logged for review, creating opportunities for your agent to expand its capabilities through supervised learning of new processes. ### Can I customize the AI agent to match our company’s voice and values? Absolutely. Kizen AI agents can be tailored to embody your organization’s unique communication style, priorities, and values. During setup, you can define your brand voice parameters, upload style guides, and provide examples of ideal communications. The agent also adapts through observation of company interactions and documentation. This customization ensures that your AI representative communicates in a way that feels authentic to your organization’s culture. ### 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.