Kizen
Kizen: Insurance-focused CRM automates client follow-ups, with marketing tools and a $100 monthly per-user price. Ranked #107 of 128 in Marketing Automation Software by our editors (3.0/10); pricing: Paid; best for insurance teams automating client follow-ups.
At a glance
- Editor score3.0 / 10
- PricingPaid
- Best forInsurance teams automating client follow-ups
- Paid from$100/user/mo
- Email automationYes
- Facts checked23 Sep 2026
Where it wins
- Automates email sequences, follow-ups, and workflows
- Branded client forms and bulk client and policy data uploads
- Integrates with insurance tools, email, calendars, and communication apps
Where it doesn't
- Agent CRM is listed at $100 per user per month
- Marketing features are less specialized than a dedicated marketing platform
- Agent CRM is focused on insurance teams
Our verdict on Kizen
Kizen’s Agent CRM is an insurance-focused customer relationship management product for agents managing prospects and clients. It combines contact and client dashboards with automated email touchpoints, branded forms, workflow automation, and AI-assisted cross-sell recommendations. That makes it most relevant to insurance teams looking to coordinate client follow-ups and marketing communications within their CRM, rather than buyers seeking a broad, marketing-first automation suite. Kizen also describes a wider platform for building and orchestrating workflows and applications across regulated industries and enterprise teams.
For pricing, the listed Agent CRM plan is $100 per user per month, billed monthly. Its highlights include an insurance-focused CRM and automated email touchpoints; the broader feature set includes email sequence creation and launch, forms, client and policy data uploads, and workflow automation. AI-assisted recommendations and next-best actions add a sales-oriented angle to those follow-ups. Buyers should weigh that per-user monthly price against their need for these insurance-specific CRM capabilities, rather than assume they are buying a deep standalone marketing automation product.
The integrations include insurance tools FireLight, SunFire, and Connecture, alongside Outlook, Gmail, Google Calendar, Zapier, Workato, RingCentral, Twilio, and Slack. Kizen is cloud-based, with web and API platforms, and lists ticket, community, documentation, and email support. Its stated compliance coverage includes SOC 2, ISO 27001, HIPAA, and SSO/SAML. These capabilities suit teams that want client management and follow-up automation connected to insurance and communication tools. Organizations prioritizing extensive marketing-specific functionality over insurance workflows should consider a more marketing-focused alternative.
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Kizen fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | $100/user/mo |
| Email automation | Yes |
| Customer journeys | Yes |
| Lead scoring | Not verified |
| Lead capture forms | Yes |
| CRM integrations | Multiple |
| Included contacts | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, HIPAA, SSO/SAML |
| Support | Tickets, Community, Docs, Email |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: FireLight, SunFire, Connecture, Outlook, Gmail, Google Calendar … |
| Pricing | Paid (source) |
| Website | kizen.com |
| Facts checked | 23 Sep 2026 |
Kizen integrations
Kizen lists 11 integrations on its own site.
- FireLight
- SunFire
- Connecture
- Outlook
- Gmail
- Google Calendar
- Zapier
- Workato
- RingCentral
- Twilio
- Slack
Alternatives to Kizen
- HubSpot Marketing HubA broad marketing automation suite with a free plan and visual workflows.9.4
- Adobe Marketo EngageA broad enterprise platform for account-based campaigns, nurture, scoring, and attribution.9.3
- BrazeA broad orchestration platform for large teams, with customized pricing and limited transparency.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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