Anzen Pro by Anzen

• Email → AMS/CRM Sync

• Automatically captures submission data from inboxes and syncs directly into systems like Applied Epic and Salesforce

• Intelligent Submission Intake & Triage

• Extracts, structures, and routes submissions to the right markets or underwriters

• Application & Supplemental Generation

• Auto-generates ACORD forms and carrier-specific applications from extracted data

• Market Matching & Placement Support

• Recommends optimal carriers/markets based on risk profile and appetite

• Proposal Generator & Quote Comparison

• Creates digital proposals and side-by-side quote comparisons instantly

• Policy Context & Data Layer

• Maintains structured, reusable context across the policy lifecycle (new business, renewal, servicing)

• Workflow Automation (Pre- and Post-Bind)

• Supports end-to-end workflows including intake, quoting, binding, and post-bind servicing

• Broker AI Copilot

• Embedded AI agents assist producers, account managers, and operations teams across daily workflows

Anzen is an AI-powered broker workbench built specifically for P&C insurance. We provide a context-rich automation layer that sits on top of existing systems (Email, AMS like Applied Epic, CRM, and carrier portals) to eliminate manual data entry, streamline submission intake, and accelerate the full policy lifecycle from intake through quote, bind, and renewal.

Anzen helps independent agents and brokers eliminate manual work and move faster from submission to bind.

We take unstructured inbound submissions (emails, PDFs, loss runs, apps) and turn them into structured, market-ready data automatically—removing the need for repetitive data entry into AMS systems, carrier portals, and applications.

This drives three core outcomes:

• Increased throughput – teams can handle more submissions and quotes without adding headcount

• Faster time to quote and bind – reduces turnaround time for clients and improves win rates

• Improved placement outcomes – cleaner, more complete submissions lead to better carrier engagement and pricing Because Anzen sits on top of existing systems like Applied Epic, CRM, and email, brokers don’t need to rip and replace their stack—we enhance and automate the workflows they already rely on.
  
  

AI is core to how Anzen works—we’ve built a purpose-built “insurance context layer” that combines proprietary models with leading LLMs to understand and process complex P&C workflows with high accuracy.

At a practical level, we use AI to:

• Extract and structure data from unstructured sources (emails, PDFs, loss runs, applications)

• Normalize and map that data across lines of business into consistent, reusable formats Generate applications, supplements, and proposals automatically

• Power intelligent routing, market matching, and workflow automation

• Provide AI copilots that assist brokers and operations teams in real time

What makes Anzen different is that we don’t rely on generic AI alone. Our platform is trained on insurance-specific context (coverage types, exposures, carrier requirements, submission patterns), which allows us to deliver higher accuracy and more reliable outputs across the full policy lifecycle.

We’re also model-agnostic—able to leverage and integrate with leading AI providers (e.g., Anthropic, OpenAI) while maintaining a secure, enterprise-grade architecture that keeps customer data isolated and protected.

Important company certifications:

• SOC 2 Type I (with Type II in progress)

• Enterprise-grade security and data privacy standards aligned with leading insurance carriers and brokerages

• Secure cloud infrastructure (AWS) with encryption in transit and at rest

Relevant industry awards or distinctions:

• Broker Tech Ventures finalist & investment

• CB Insights fintech top 100

• CB Insights insurtech top 50