AI Task Management
The task list that manages itself.
Workflows are customized to how your team manages the policy lifecycle. Tasks get created automatically and next steps are tracked across every team member.
Workflows shaped to how your team works
No two organizations run the policy lifecycle the same way. Anzen customizes task workflows to yours.
All of the context
Anzen watches lifecycle events across the organization, like quotes received, binders issued, and renewals approaching, and knows what each one means for your team.
Matches your process
Workflows are configured to how your org manages the lifecycle: your AMS, your stages, your owners, your timelines.
Nothing slips through the cracks
Every task has an owner, a status, and a due date. Reminders go out automatically, so nothing waits on someone remembering.
Tasks created both ways
Lifecycle events create tasks automatically. Anyone on the team can add tasks manually alongside them. Everything lives in one tracked list with individual and team views.
- Automatically created from lifecycle events, assigned by your workflow rules
- Manually added by anyone on the team, tracked the same way
- Reminders sent before due dates, across every team member
Anzen recommends the next step, then completes it
Anzen recommends next steps based on where each account sits in the lifecycle and can kick off agents to complete key steps, like drafting the proposal. Your team reviews the result.
Coalition quoted primary and excess. Draft the proposal with both options and route it back for review.
Pulling quote terms, limits, and retentions from both carrier documents.
2 options · 4 pages · assigned back to AM
Stop tracking work in your sent folder.
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