Kizen review
Insurance-focused CRM automates client follow-ups, with marketing tools and a $100 monthly per-user price.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Kizen pros and cons
- 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
Kizen fact sheet, pricing and score →
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