Kizen has launched an AI assistant for insurance agents that reduces post-client interaction administrative work from 30-45 minutes to three minutes. The solution, announced at the Medicarians conference in Las Vegas, will go live in Q2 2026. The agentic AI system transcribes and summarises customer calls, identifies follow-up actions, analyses customer medications and providers, recommends insurance products, updates CRMs in real time, and drafts personalised follow-up notes. CEO John Winner said the tool could help agents reclaim up to two days per week. The platform is SOC 2 Type II, HIPAA and ISO-27001 compliant, featuring enterprise-grade security and human oversight guardrails to ensure regulatory compliance in the insurance sector.

Kizen introduces Ultimate AI Assistant for insurance industry, empowering Agents to make smarter and faster decisions. New AI Assistant from Kizen Unlocks Significant Timesavings, Enabling Agents to Deliver Better Member Experiences While Working Less and Earning More NEW YORK-(BUSINESS WIRE)-Kizen, a leading AI platform for harmonizing how people and AI work together, today announced the Ultimate AI Assistant For Insurance Agents. The new agentic AI solution is purpose-built and designed to streamline agent workflows by reducing manual and administrative friction and delivering actionable recommendations, enabling insurance agents to focus on client relationships and growth opportunities. "With Kizen's Ultimate AI Assistant For Insurance Agents, our goal is to help our clients reclaim up to two full days per week by reducing manual processes," said John Winner, CEO and Co-founder, Kizen. Share The insurance agent-client relationship has historically been burdened by manual paperwork, requiring the average insurance agent to spend an estimated 30-45 minutes after every client interaction performing administrative tasks, including transcribing conversations, updating the CRM, logging medications and other required information, and scheduling follow-up notes to ensure excellent service to their customers. Kizen's Ultimate AI Assistant For Insurance Agents can reduce this process to three minutes, freeing up significant time for insurance agents to focus on serving customer needs instead of manual administrative work that interferes with both service and growth opportunities. "Agentic AI can increase the velocity of growth. With Kizen's Ultimate AI Assistant For Insurance Agents, our goal is to help our clients reclaim up to two full days per week by reducing manual processes," said John Winner, CEO and Co-founder, Kizen. "We're not just adding an AI solution, we're giving insurance agents their time back to accomplish more, grow faster, and work less, with advanced AI capabilities that are frictionless to adopt." The Ultimate AI Assistant empowers insurance agents with several key functions in their workflows: * Transcribing and summarizing complex terms from a customer call * Identifying and recommending follow-up actions based on the customer conversation * Analyzing customer medications, pharmacies, providers, and more * Recommending insurance products to help members receive comprehensive coverage for all their needs * Updating the insurance agent's personal CRM in real time * Drafting, scheduling, and sending a personalized follow-up note to the customer Crucial for the regulated insurance sector, the Ultimate AI Assistant For Insurance Agents is accessible through Kizen's proven AI-native platform and is designed with enterprise-grade security and privacy, including the necessary guardrails built to ensure compliance with relevant regulations. Kizen's platform is SOC 2 Type II, HIPAA, and ISO-27001 compliant, offering agents peace of mind regarding data integrity across their existing systems. Additional steps with human oversight are built in to ensure the AI is serving the user. The suite of AI-enabled solutions across Kizen's platform will continue to expand as client needs and requirements evolve. Announced on stage at the annual Medicarians conference in Las Vegas, Kizen's Ultimate AI Assistant For Insurance Agents will be live for users in Q2, 2026. About Kizen Kizen is a leading AI platform for the future of work, redefining how human intelligence and AI seamlessly move as one. Founded on the principle that technology should make work more meaningful, Kizen creates AI systems that learn, adapt, and improve over time, just like the people who use them. For more information, visit www.kizen.com.