The AI employee for insurance agents

Every Lead Called
In Under 60 Seconds

Stop losing policies to faster agents. Zeno is the AI employee that contacts every new lead the moment it lands, qualifies them 24/7, and books appointments straight onto your calendar.

Hear Zeno qualify a real lead

Trusted by insurance agencies across all 50 states:

Hull Life Insurance
Refersion
RelayPartners
Onda
S
TREP Advisors
Actualize
Outcome Capital
EcomLuxx
Annular
Partner
Partner
Partner
Partner
Partner
Hull Life Insurance
Refersion
RelayPartners
Onda
S
TREP Advisors
Actualize
Outcome Capital
EcomLuxx
Annular
Partner
Partner
Partner
Partner
Partner

$18M+

Policy premium influenced

200+

Insurance agents using Zeno

47sec

Average lead response time

The Old Way

Why Most Agents Lose Leads
Before They Even Pick Up

Problem 01

Speed You Can't Beat Alone

78% of policies go to the agent who calls first. Between client meetings, school pickups, and sleep — you can't be the first call every time. Leads cool. Competitors win.

Problem 02

Generic Scripts, Generic Results

Most AI callers read robotic scripts that any lead can spot in 3 seconds. The industry doesn't need more automation. It needs an AI that actually sounds like a licensed agent.

Problem 03

Unqualified Calendar Chaos

Bad leads on your calendar are worse than no leads. No filtering layer for age, coverage, or intent means your day disappears into prospects who were never going to buy.

Not three separate problems. One missing employee.

And no off-the-shelf AI caller can replace them.

The Zeno Approach

A 4-Layer AI Employee
Built Around Insurance Conversations

The Architecture

One AI employee. Four layers working as one.

Most AI callers are a single dialer with a script. Zeno is a complete acquisition layer — voice, qualification, booking, and follow-up unified into one employee you'll never have to manage again.

ZenoCORELAYER 1ResponseLAYER 2VoiceLAYER 3QualifyLAYER 4Book

Layer 01

Instant Response

The second a lead submits a form, Zeno calls. No waiting. No queue. Sub-60-second contact every time — even at 2 AM on a Saturday.

Layer 02

Licensed-Agent Voice

Zeno doesn't sound like AI. Natural pauses, real objection handling, and a voice trained on thousands of high-converting insurance calls.

Layer 03

Smart Qualification

Age, coverage type, household income, intent timeline. Zeno asks the right questions and only books leads that match your ideal client profile.

Layer 04

Calendar-Ready Booking

Qualified leads land on your calendar with full notes, transcript, and a confirmation text to the prospect. You show up to a warm call, not a cold one.

Your Zeno AI
Deployment Timeline

From signed agreement to your first booked policy in 30 days. Here's exactly what that looks like.

DAY 1 — 3

Voice Training & Setup

We clone your agency's voice.

We interview you, study your top-converting calls, and train Zeno on your products, your pricing, and your specific qualification criteria. By Day 3, Zeno sounds like a senior agent on your team — not a chatbot.

Discovery callVoice trainingScript calibration

DAY 4 — 7

Lead Sources Connected

Every lead source plugged in.

Facebook lead ads, your website, third-party lead vendors, referral forms — every channel routes into Zeno. The moment a lead lands, Zeno calls. No CRM gymnastics. No manual routing.

Meta AdsWeb formsLead vendorsCalendar sync

WEEK 2

First Calls Live

Your AI employee starts working.

Zeno goes live. Real calls, real qualified appointments hitting your calendar. You listen to every call recording. We refine the voice, objection handling, and qualification together based on real conversations.

Live callsDaily refinementRecording reviews

WEEK 3 — 4

Booked & Compounding

The calendar fills itself.

Most agents see their first booked policies by end of Week 3. Zeno keeps learning from every call. You stop chasing leads. You show up to qualified appointments. Your close rate climbs.

First policiesAuto-improvingWeekly reports

DAY 30

Your Decision

Keep Zeno. Or don't.

Full performance review. Appointments booked, policies closed, cost per qualified call. The system, the recordings, the trained voice — all yours. If the numbers don't work, you owe us nothing past month one.

30-day reviewFull transparencyRisk-free guarantee

Select Results

Premium Generated Across
30-Day Deployments

30 DAYS

Multi-State Life & Health Agency

312 leads called

$847k

premium written

Calls placed

1,847

Avg response

42s

Booked appts

127

6.87%

Policies bound

31

1.67%

30 DAYS

Independent Medicare Broker

187 leads called

$412k

premium written

Calls placed

892

Avg response

51s

Booked appts

78

8.74%

Policies bound

22

2.46%

30 DAYS

Final Expense Agency

204 leads called

$298k

premium written

Calls placed

1,103

Avg response

38s

Booked appts

94

8.52%

Policies bound

27

2.44%

30 DAYS

Auto + Home P&C Agency

276 leads called

$524k

premium written

Calls placed

1,432

Avg response

44s

Booked appts

108

7.54%

Policies bound

38

2.65%

30 DAYS

Commercial Insurance Broker

143 leads called

$1.2m

premium written

Calls placed

678

Avg response

49s

Booked appts

64

9.44%

Policies bound

14

2.06%

30 DAYS

Term Life Specialist

198 leads called

$367k

premium written

Calls placed

987

Avg response

41s

Booked appts

82

8.31%

Policies bound

24

2.43%

What 30 Days of
Zeno AI Looks Like

78 Qualified Appts

in 30 Days

JW

James Whitfield

Independent Medicare Broker

How a Medicare broker booked 78 qualified appointments in 30 days

Before: Manually calling 4-hour-old leads after his day job

After: Showing up to pre-qualified Medicare appointments daily

Read Full Case Study

How a P&C agency cut response time from 4 hours to 44 seconds

Before: Losing 60% of inbound leads to faster competitors

After: First call on 100% of leads — even at 11pm

Read Full Case Study

44 Second Response

24/7, every lead

MS

Maria Santos

Founder, Coastal Insurance Group

27 Policies Bound

in first 30 days

DP

Darnell Pierce

Agency Owner, Pierce Final Expense

How a final expense agency bound 27 policies in their first month

Before: Spending $87 per booked appt with dial-for-dollars team

After: Cost-per-bound-policy dropped 64% with Zeno running calls

Read Full Case Study

How a life insurance agent replaced his BDC with Zeno

Before: Paying $6k/mo for a BDC team converting 4%

After: Single AI employee converting 8.7% at a fraction of the cost

Read Full Case Study

$412k Premium

in 30 Days

AR

Anthony Reeves

Founder, Reeves Life & Legacy

Testimonials

What insurance agents say
about working with Zeno

I had Zeno calling Facebook leads within 48 hours of signing up. The first week we booked 14 appointments — that's more than my BDC did in a month. The fact that it sounds like an actual licensed agent is what sells it for prospects.

James Whitfield

Independent Medicare Broker · Whitfield Senior Solutions

We were burning $3,800/mo on a lead vendor and losing most of them because we couldn't call fast enough. Zeno changed that overnight. Same lead spend, 3x more bound policies.

Maria Santos

Founder · Coastal Insurance Group

I'll be honest, I was skeptical. I've tried 3 other AI callers. Zeno is the first one that doesn't get hung up on in the first 15 seconds. The voice is the difference.

Darnell Pierce

Agency Owner · Pierce Final Expense

The qualification piece is what makes it work. Before, I'd get 8 appointments and 2 were real. Now I get 6 appointments and 5 are real. My close rate is up 40%.

Anthony Reeves

Founder · Reeves Life & Legacy

We close at night and on weekends now. Literally. Zeno called a lead at 11:47pm on a Saturday and booked a $4,200/year policy by Monday morning. That call never would've happened with humans.

Rebecca Kim

Sales Director · Northwind Insurance Partners

What I appreciate is the team behind it actually cares. Every week we sit down and refine the script based on real call recordings. It's not a 'set it and forget it' product — it gets better every month.

Marcus Holloway

Principal Broker · Holloway Commercial Risk

I cancelled my BDC the day Zeno hit week three. Did the math — Zeno costs me less than one BDC rep and books more qualified appointments than my whole team of three did.

Sofia Marchetti

Owner · Marchetti Insurance Agency

The 60-second response time is real. I watched it happen — submitted a test lead on my website, my phone rang in 38 seconds. If a real prospect did that, they'd be sold by the time my competitor even loaded their CRM.

David Chen

Founder · Chen & Associates Insurance

FAQ

Frequently Asked
Questions

The questions every agent asks before bringing Zeno on. If yours isn't here, ask it on the demo call.

Most AI callers use generic voice models with robotic pacing. Zeno is trained specifically on insurance conversations — natural pauses, real objection handling, the way a licensed agent actually talks. We'll send you 5 real call recordings from agents currently using Zeno before you ever commit. If you can tell it's AI in the first 30 seconds, we don't deserve your business.

Get Started

Book Your Zeno AI
Demo Call

30 minutes. We'll map your current lead flow, play you real call recordings from agents in your niche, and show you exactly what Zeno would look like in your business.

Schedule a Call
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