Category
CRM
Key features
AI-native CRM
AgenticOS for AI use cases
Secure client and agent portals
01 — Overview
What is
Kizen
Kizen is an AI-native CRM and agent platform that embeds AI into workflows for insurance, financial services and healthcare. It combines a CRM, secure client portals and AI copilots for tasks like marketing, contracting, commissions and underwriting. Sales and marketing teams use it to manage relationships and automate follow-up inside regulated environments.
02 — Who it’s for
Ideal Customer Profile
Built for mid-market and enterprise organizations in regulated industries, such as insurance carriers, FMOs and agencies, lenders and healthcare providers.
03 — Capabilities
Key Features
AI-native CRM
AgenticOS for AI use cases
Secure client and agent portals
Marketer and commissions copilots
Insurance agent and agency CRM
APIs and developer tools
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Kizen used for?
Kizen is used as an AI-native CRM and agent platform to run sales, marketing and operational workflows in insurance, financial services and healthcare.
Which industries does Kizen focus on?
Insurance, financial services and healthcare, with products such as an agency CRM, agent portals, underwriting copilots and patient care management.
Is Kizen secure enough for regulated data?
The site shows SOC 2 Type II, SOC 3, ISO 27001, HIPAA and FedRAMP badges.
Does Kizen have an API?
Yes. Its AgenticOS includes APIs and developer tools, documented at developer.kizen.com.