AI agents handling quotes, policy renewals, claims triage, and compliance docs. Agents close more deals in less time.
Juggling calls, emails, and quotes from prospects and existing clients. Spends 3+ hours daily just fielding basic questions about deductibles, coverage, and renewal dates. Misses sales opportunities.
Employer clients call with payroll deduction questions, benefits explanations, and claims status inquiries. Administrative staff overwhelmed. Can't scale to new clients without hiring.
Spends 6 hours/week on quote follow-ups and policy document explanations. Many prospects abandon after quote — no one to answer their midnight questions about terms.
Manages a team spread across 3 offices. Clients call with questions; agents are with other clients. Missed callbacks damage relationships. Turnover in her agency is 22% annually.
Claim inquiries arrive via email, phone, portal, and mail. No intelligent triage. Some urgent claims sit in queue while routine inquiries get fast responses. Compliance risk.
All agents are fully compliant with state insurance regulations and HIPAA. Integrates with your CRM, carrier systems, and document repositories.
Responds to prospect and client inquiries about policies, coverage, and quotes instantly. Captures lead details and urgency level. Includes appointment scheduling — checks availability and books directly into your calendar.
Speed-to-leadQualifies prospects based on needs (term life vs. whole, P&C vs. benefits). Routes high-intent leads to agents for closing.
ConversionHandles policy questions, claims status, billing issues, and beneficiary updates. Reduces support calls by 65%.
RetentionGenerates custom quotes, applies carrier rates, and sends auto-follow-ups. Finalizes 40% more quotes through automation.
EfficiencyAuto-generates policy documents, disclosure forms, compliance letters, and enrollment summaries. Saves 4 hours/agent per week.
ComplianceAgents aren't selling — they're drowning in quotes, callbacks, and compliance paperwork.
Real scenarios. Real insurance workflows. This is what happens when a prospect hits your pipeline.
Prospect finds James's website, clicks live chat. James is offline. Prospect is price-shopping competitors.
Robert gets 8 auto insurance inquiries per day. Some are serious; most are price-shopping.
Client calls asking about health claim status. It's 4 PM Friday. Staff are handling other clients. Claim was submitted 3 days ago.
New client requests quote for employee group health plan. Quote needs carrier rates, customization, and legal review.
Incoming claim: auto accident with $45K in damage. Claimant requests same-day appraisal. Claim arrives via online portal at 9 AM.
James closes a $500K life insurance policy. Client needs: policy summary, beneficiary form, disclosure, and enrollment documents.
Client needs annual policy review. Robert's schedule is full for 2 weeks. Client's schedule is flexible.
New employee in a group health plan. Needs: plan explanation, benefits setup, payment method, and portal login.
The real power is when multiple agents handle a workflow from start to finish.
Predictable monthly pricing. No per-seat fees. All plans include setup, configuration, and CRM integration.
500 included AI responses
Up to 3 agents
2,000 included AI responses
Up to 6 agents
6,000 included AI responses
All 11 agents
Overages billed per AI response. See full pricing breakdown →
Kazozo works alongside your Salesforce, Applied Epic, and carrier systems to turn administrative burden into automated workflows.
Not a replacement for your agents. The operations layer that makes your agents more productive and clients happier.
Tell Kaz about your business. He'll recommend the right agents and have you live in 1–2 weeks.
Every Kazozo plan includes these agents — they work together on your front desk, follow-up, and operations.