Manage clients, policies, renewals, and outreach from one workspace purpose-built for insurance producers.
Transform the way you connect with clients and manage operations
Kizen’s Agent CRM helps independent agents stay organized, compliant, and focused on what matters most, growing their book of business.
With prebuilt workflows, off-the-shelf outreach templates, and Kizen AI to surface next best actions, Agent CRM makes follow-ups, renewals, and outreach effortless.
Save 10–20 hours weekly with Agent CRM
- Avoid duplicate data entry by syncing your CRM with enrollment tools (phone, text, email, enrollment).
- Automate client communication with personalized thank-you notes and real-time updates when enrollments are submitted and processed.
- Centralize and manage all Life, ACA, Medicare, Annuities, and Ancillary prospects & clients in one dashboard.
- Stay organized and compliant with prebuilt follow-ups, renewals, and task workflows.
Increase cross-selling opportunities with Kizen AI
- AI Copilot recommends cross-sell opportunities and next-best actions to improve retention.
- Ask AI Copilot for client & prospect summaries from prior interactions.
- Prompt AI Copilot to draft outreach, build groups, dashboards, or kick off multi-step follow-ups.
- Approve suggested automations with a click—no coding required.
Drive growth and retention with powerful automation
- Launch intelligent, no-code automations for timely follow-ups, renewals, and check-ins.
- Increase lead conversion with automated sequences that nurture prospects through the funnel.
- Send personalized texts and branded emails to build stronger relationships and a better client experience.
- See which outreach and workflows perform best so you can focus on what works.
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
Experience a fully integrated Agent CRM
Agent CRM integrates the tools you need every day - securely and ensuring compliance at all times
Enrollment
Smart Connectors
Compliance
Platform Capabilities
HIPAA Compliant
SOC2 Compliant
Track All Your Prospects and Clients
Sunfire Applications & Enrollments Two-Way Sync
Connecture Applications & Enrollments Two-Way Sync
Health Data Sync From Enrollment Tools (Drugs, Doctors/Providers, Pharmacies)
Personalized Email Marketing
Send Texts
Phone Integration with Call Recording
Marketing Calendar To Broadcast Personalized Emails At Specific Dates/Times to Specific Groups
Marketing Automation Engine
Business Process Automation Engine
Lead Routing and Automated Nurturing
Landing Pages and Funnels
Custom Survey Platform
Connect Your Microsoft or Google Email
Zapier Integration (Expand with over 1,000 tools)
Basic Lead Source / Marketing Campaign Tracking
Advanced Lead Source / Marketing Campaign Tracking
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