Zoom for insurance agents
Zoom for insurance agents

AI-first software that helps insurance agents get out of the admin and back to clients

Insurance is personal, even when it's virtual. Zoom helps agents prepare, schedule, document, close, and handle information with confidence — so every client feels like they're your only client.

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Zoom for insurance agents
Use cases
Use cases

Built for insurance agents

  1. Go from first call to signed policyholder in no time

    Go from first call to signed policyholder in no time

    Go from first call to signed policyholder in no time

    Use My Notes to capture the kickoff call, then sync the details to Bonsai — send a proposal, collect an e-signature, and close the deal.

  2. Clients book without the back-and-forth

    Clients book without the back-and-forth

    Clients book without the back-and-forth

    Share a Zoom Scheduler booking page for policy reviews and renewal calls. Coordinate availability, automate reminders, and make rescheduling easier.

  3. Walk into the policy review prepared

    Walk into the policy review prepared

    Walk into the policy review prepared

    Ask ZoomMate about a client's earlier coverage concerns or past meetings to surface prior notes and history, so they feel remembered every time you talk.

  4. Send a summary they'll trust

    Send a summary they'll trust

    Send a summary they'll trust

    After your meeting, ZoomMate drafts a policy review summary doc in Canvas with options, priorities, and renewal dates. Once you've checked it over, it’s ready for the client.

  5. Keep policy renewals on track

    Keep policy renewals on track

    Keep policy renewals on track

    Ask ZoomMate* to update the confirmed policy and next renewal date in Bonsai. Review the changes and keep all client information up-to-date automatically.

Customer quotes
Customer stories

What our customers say

The Book Marketing source Quest Craft

Quest Craft automates tasks straight from meeting notes

"I don't have to manually create tasks — ZoomMate surfaces them on my homepage automatically, pulling context straight from my meeting notes. It just knows."

 

- Jen Chiou, Founder, Quest Craft

Quest Craft
Element Customer
The book Customer
Designseed Customer
Quest Craft automates tasks straight from meeting notes
The Book Marketing source

"I don't have to manually create tasks — ZoomMate surfaces them on my homepage automatically, pulling context straight from my meeting notes. It just knows."

 

- Jen Chiou, Founder, Quest Craft

Key features
Key features

Make policy comms more personal – 
and productive

AI note taking

  • Turn notes from any meeting — Google Meet, Teams, or in person — into organized summaries, no bots or add-ons required.
  • Capture decisions and key moments instantly — no more having to rewatch recordings to find the details that matter to your client.
  • Support clients in different languages. Multi-language transcription keeps communication clear and inclusive.
AI note taking
Security and compliance
Security and compliance

Protect sensitive client data

Encrypted in
transit & at rest

Feature-rich platform supported by a range of encryption technology to support user privacy and security.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention settings that fit your organization’s compliance needs.

Certifications
and audits

Zoom maintains compliance certificates like ISO and HIPPA-ready controls to help you meet regulatory standards.

*Security and compliance features described herein apply to Zoom Workplace generally.
Zoom makes no representations or warranties as to their applicability to Bonsai.

See it in action
See it in action

See essential agent tools in action

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Pricing
Pricing

Get more when you bundle with Zoom

Explore products and pricing for insurance agent software.

Annually
ZoomMate

  • /user/month
  • billed annually

 

  • includes 2,200 AI credits
  • recurring monthly

 

Your AI teammate.
All of ZoomMate Basic , and:
  • AI work surface
    • AI Credits to boost productivity
      2,200 credits /user per month
    • Agentic capabilities to help you complete tasks like document creation and updates, slide generation, and more
    • Complete post meeting deliverables automatically
    • Unlimited AI note-taking
    • Unlimited custom meeting summary templates

    Agents

    • Custom agent builder with third-party app connections
    • Knowledge bank for agent customization
    • Pre-built agents for Sales, IT, Marketing, Finance, and more
    • Agent library and channel deployment

    Agentic Search

    • Web search, Zoom sources, and connected third-party data sources
    • Deep research

    Workflows

    • Workflows with access to Zoom and third-party applications, using advanced AI nodes and tools
    • Workflow templates and personal library

    AI Productivity Suite

    • Slides, Sheets, Paper, and Canvas

    Voice Translator

    • Live audio translation for Meetings
Bonsai

  • /user/month
  • billed annually

 

Everything you need to win more clients, look professional and get paid faster.
Highlights:
  • Win clients
    • CRM — all your client relationships, contacts, and history in one place.
    • Pipeline — track leads and prospects, from first call to closed deal.
    • Meetings Sync — centralize your client meetings, notes, and transcripts.
    • Proposals — send professional on-brand proposals in minutes.
    • Agreements — create and send contracts with built-in e-signature.
    • Forms — build custom forms to collect client info, feedback, and more.
  • Deliver client work
    • Projects — organize project info, files, tasks, and timesheets in one place.
    • Client Portal — create a branded, secure, and collaborative hub for your clients.
  • Get paid
    • Invoicing — send invoices and put billing on auto-pilot with retainers.
    • Payments — get paid faster with integrated online payments.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Automate your business
    • Smart triggers — automate your client journey from proposal to invoice.
    • Meeting actions – turn client conversations into tasks, billable time, and more.
  • Meetings
    • 40 minutes per meeting
    • 100 participants per meeting
Scheduler

  • /user/month
  • billed annually

 

Effortlessly share meeting slots for office hours, interviews and more.
Highlights:
  • Scheduler
    • Unlimited booking pages
    • Schedule round-robin and group meetings
    • Connect up to 6 calendars
    • Automate email and SMS reminders for attendees
    • Remove Zoom Scheduler branding
    • Customize your booking page with brand colors and logo
    • Schedule 1:1 and group sessions
    • Take payments with Stripe—credit, debit, Apple Pay, and Google Pay*
    • Qualify and route leads with routing forms
    • Sync scheduled meetings to Salesforce
    • View analytics and insights to optimize bookings
    • Manage schedules and groups across larger teams

* Available in US and UK only

FAQs
FAQs

Got questions? We've got answers.

Insurance agents need tools they can trust for client communication, scheduling, meeting preparation, policy documentation, relationship management, proposals, and payments. Zoom connects these workflows for a small business or growing professional services firm.

Zoom is business software that connects virtual client conversations with scheduling, AI-assisted preparation and documentation, client organization, proposals, contracts, and payments.

Zoom helps agents arrive with relevant client context, hold professional virtual meetings, and send clear summaries afterward so clients feel heard and can easily understand what happens next.

Yes. Zoom Scheduler lets clients choose from available times on a personalized booking page, receive reminders, and reschedule without lengthy email exchanges.

ZoomMate can scan prior conversation notes and clients history for concerns, priorities, or important events to help agents start each client call with useful context, instead of starting from scratch each time.

Yes. ZoomMate can draft a summary of a policy review call for agents with coverage options, client priorities, next steps, and renewal dates discussed — just review and edit before sharing.

Yes. Bonsai by Zoom supports client records, proposals, contracts, e-signatures, and payments, helping agents keep the business side of the relationship organized.

Scheduler supports timely review appointments and reminders, while ZoomMate and Bonsai can help document the confirmed policy and organize the next renewal date in the client workflow.

*Features and capabilities are subject to applicable usage limits, availability, and AI credit balances. Certain functions may require additional subscriptions or credits. Actual performance may vary depending on prompt, system conditions, and available data.