# Kizen

> AI\-native CRM and operations platform purpose\-built for insurance producers and agencies\.

## At a glance

| Field | Value |
| --- | --- |
| Category | CRM & Sales Enablement |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Austin, Texas |
| Founded | 2018 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | Series A |

## Overview

Kizen is an AI-native CRM and operations platform designed to transform how insurance organizations manage client relationships, automate workflows, and drive revenue growth. Founded in 2018 by John Winner and Scott Turner, the company emerged from over a decade of consulting experience that revealed the limitations of legacy enterprise platforms built in the late 1990s and early 2000s.

The platform serves insurance carriers, agencies, FMOs (Field Marketing Organizations), and independent agents with solutions spanning front-office CRM to back-office commission management. Kizen's AI-powered approach enables organizations to eliminate duplicate data entry, automate routine tasks, and leverage predictive insights for cross-selling and retention.

Kizen differentiates itself through its AI-native architecture, meaning AI capabilities were built into the platform from the ground up rather than bolted on to legacy systems. The company reports customers achieving $1.2M in value within 4 months and 220% ROI in 12 months through operational automation and intelligent workflows.

## Products & services

### Agent CRM

AI-powered workspace for independent insurance agents to manage clients, policies, renewals, and outreach from a single dashboard.

**Key features:**

- Centralized management of Life, ACA, Medicare, Annuities, and Ancillary prospects
- AI Copilot recommends cross\-sell opportunities and next\-best actions
- No\-code automations for follow\-ups, renewals, and check\-ins
- Personalized SMS and branded email campaigns

*Target users:* Independent insurance agents

### Agency CRM

Enterprise CRM and marketing automation solution for insurance agencies with secure agent access and intelligent lead routing.

**Key features:**

- Intelligent lead routing and automated processes
- Complete client histories and relationship tracking
- Elimination of duplicate data entry
- Accurate commission payment tracking

*Target users:* Insurance agencies and FMOs

### Agent/Agency Portal

Real-time portal providing downline agents and agencies with production data and performance insights.

**Key features:**

- Production data breakdowns across 40\+ variables in real time
- Self\-service access for downline agents
- Performance tracking and analytics
- Accelerate agent growth through data visibility

*Target users:* FMOs and agencies managing downline agents

### Commissions CoPilot

AI-powered commission reconciliation and management platform for insurance brokerages.

**Key features:**

- Automated detection of missed or improper payments
- Intelligent analysis of commission transactions
- Automated agent and agency statement generation
- 50\+ configurable rules per carrier for accurate calculations

*Target users:* Agencies, FMOs, brokerages

### Contracting CoPilot

Lifecycle management for agent contracting across 290+ carriers with automation and compliance tracking.

**Key features:**

- Contracting automation across 290\+ carriers
- Compliance tracking and management
- Lifecycle management from onboarding to termination
- Integration with carrier systems

*Target users:* FMOs and agencies managing agent contracting

### Marketer CoPilot

Combined CRM and marketing automation platform for agent recruitment and retention.

**Key features:**

- Recruitment campaign management
- Retention workflow automation
- Multi\-channel outreach coordination
- Performance analytics for marketing effectiveness

*Target users:* FMO marketing teams, agency recruiters

## Category & focus

- Subcategories: AI/ML, Marketing Automation, Commission Management, Agent Portals
- Insurance verticals: Life & Annuity, Health, Group Benefits
- Target customers: Carriers, Agencies, FMOs, Agents

## Notable customers

- \[Unknown \- customer list not publicly available\]

## Links

- Website: <https://kizen.com>
- Directory profile: <https://insurtechlist.com/companies/kizen/>
- Blog: <https://kizen.com/resource-center>
- Careers: <https://kizen.com/company/careers>
- Linkedin: <https://www.linkedin.com/company/growwithkizen>
- Demo/contact: <https://kizen.com/get-demo>
- Insurance solutions: <https://kizen.com/solutions/insurance>

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*Last updated: 2026\-03\-25*