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AI that makes insurance feel more personal
Trusted by forward-thinking insurance leaders. Built for every producer.
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Better protection for your clients starts here
10+ hours back, every week
Spend less time on notes, more time on clients
Fewer questions. Faster quotes.
Give underwriters and case managers what they need, the first time
Never miss a renewal or cross-sell
Know which accounts need your attention next, with insights and signals that help you uncover new coverage opportunities
Fact finding has never been faster
Zocks turns client conversations into accurate notes, structured data, and clear next steps without ever recording. Producers can focus on understanding the client instead of filling out forms, so clients do not have to repeat themselves and every case starts with a more complete picture.
Make every submission easier to underwrite
Finding the right protection starts with giving carriers a full picture of the client. Zocks organizes conversations, emails, and documents into complete apps. Underwriters get the context they need from the start, so producers avoid NIGOs and secure quotes sooner.
Grow the book you already have
The next growth opportunity is often already in your client base. Zocks surfaces coverage gaps, renewal signals, and cross-selling opportunities across your existing client base. Instead of reviewing accounts one at a time, producers can see who needs attention, why it matters, and what to discuss next.
Don’t let a slow response cost you a client
Clients expect quick answers about their coverage, renewals, and policy changes. Zocks uses notes, CRM and AMS records, and emails to draft personalized responses for producer review, so clients get answers sooner and teams spend less time rebuilding context.
Give great producers more reasons to stay
Zocks turns real producer conversations into coaching, benchmarks, and repeatable best practices. With meeting scores across 18 configurable dimensions and AI support for prep and follow-up, new producers ramp faster, managers coach more clearly, and valuable knowledge stays with the agency.
Here’s why we’re rated #1
Insurance teams of all kinds use Zocks to put client conversations to work
Life and Annuity
Capture goals, health history, family details, financial needs, and next steps to move clients from discovery to the right protection faster.
Property and Casualty
Capture the details behind every home, auto, and business risk to quote faster, strengthen coverage, and stay ahead of renewals.
Health and Group Benefits
Organize member needs, plan questions, eligibility details, and follow-ups so teams can deliver faster, more personal guidance.
Turn every client interaction into faster insurance work
Top-producing insurance teams are using these key features in Zocks to simplify intake, accelerate quoting, and stay ahead of client needs.
Meetings
Prep, capture, and follow up without recording.
Scheduling
Automate client scheduling with smart booking and reminders.
Documents
Turn documents into data across your systems.
Forms
Auto-fill intake, fact finders, carrier forms, and more.
Client Signals
Catch life events, risks, and opportunities as they happen.
Insights
View and track what matters across conversations.
Frequently asked questions
Yes. Zocks syncs structured data directly into the systems producers already run their book on, so nothing has to be re-typed.
Zocks doesn't use client conversations to train AI models. The platform is privacy-first — SOC 2 Type 2 certified, encrypted, with 2FA and SAML support — so client data stays yours. Zocks also has the specific configurations, policies and controls in place to ensure compliance with HIPAA requirements. Data captured by Zocks is never used for training or improving Large Language Models (LLMs). If your agency needs to speak to NAIC data security requirements specifically, it’s worth confirming with your compliance contact whether there's a formal statement to point to here.
Life, Property & Casualty, and Health - Zocks adapts to the details that matter for each: financial needs and goals for life, home/auto/business risk details for P&C, and eligibility and plan questions for health.
Yes. Zocks MCP connects your client and policyholder intelligence to Claude, ChatGPT, and any other MCP-compatible AI tool, so those tools can reason over real client history instead of a blank slate. It's included with your Zocks account, secured with bank-level OAuth 2.0 authentication, only ever accesses what you already have permission to see in Zocks, and can be disconnected at any time from either the AI tool or your Zocks settings.
Whether in person, virtual, or over the phone, Zocks turns what was discussed into highly accurate notes, structured data, and clear next steps. Producers can stay transparent about how information is being captured, build trust, and focus on understanding the client instead of filling out forms.
Yes. Zocks organizes conversations, emails, documents, and account details into a clear case packet so underwriters have what they need from the start. That means fewer back-and-forth questions and faster quotes.
You can be up and running in under 10 minutes, with a 14-day free trial and hands-on help from the Zocks team to get set up.
Get started for free in less than 10 minutes
