Complete Insurance CRM Features for
Agents & Agencies
Zinc™ CRM provides all the insurance technology tools you need to automate workflows, manage client relationships, track policies, and grow your business efficiently.
Automated Lead Nurturing
Automatically follow up with leads using AI-powered sequences, ensuring no opportunity slips through the cracks
Appointment Booking
Streamlined scheduling system with calendar integration, automated reminders, and easy rescheduling options
Policy & Client Management
Comprehensive policy tracking, client profiles, and document management all in one secure platform
Quoting and eApp Submission
Quoting and eApp submission with carrier integrations, automated underwriting, and policy issuance right from Zinc CRM
KPIs and Dashboard Reporting
KPIs and dashboard reporting with performance metrics, revenue forecasting, and customer retention workflows
Integrated Phone System
Built-in communication tools with call logging, SMS campaigns, and conversation history tracking
Insurance Scripts
Access professionally crafted insurance scripts and conversation starters to help you communicate effectively with prospects and clients
Manage your Licenses
Direct NIPR integration for seamless license management, tracking renewals, and maintaining compliance across all states
Agent Secure Vault
Secure document storage for AML certificates, E&O insurance, Annuity Suitability forms, and other critical documents with quick access
Zinc University
Comprehensive learning platform for mastering Zinc CRM, updated weekly with new content, training materials, and best practices
ZI Zinc Intelligence™
AI assistant trained on millions of insurance cases to help with client rapport, business questions, and daily workflow optimization
Advanced Planning & FIST Tool
Financial stability and needs analysis tools for comprehensive client assessments. Ask ZI to learn more about implementation
Qualified Plans Contribution Tools
Manage client policy contributions per employer with carrier integration, generate contribution statements, and secure client/advisor access
Built Specifically for Insurance
Agents and Agency Owners
More Than a CRM A Business
Operating System for
Insurance Pros
Earn Complimentary Access -
Join the Zimco Insurance Network.
Earn complimentary Zinc Access when you consistently write $300K+ in annuities or $10K+ in annual life premium each month as a Zimco agent. Use the button below to join the network and get started today!
What Agents Are Saying
This CRM turned my entire agency around, and customers love the way we can track and see the progress of their policies.
Sarah Mitchell
Independent Agent
This CRM is so much more than that compared to what we were using before. From quotes to creating policy agreements.
John Patterson
Agency Owner
This CRM has improved my work efficiency. My business is getting close to what I always wanted and much more.
Michelle Rodriguez
Independent Agent
This CRM has improved my work efficiency. My business is getting close to what I always wanted and much more.
Lisa Thompson
Agency Owner
The automation features have saved me hours every week. Policy renewals and client follow-ups are now completely streamlined.
David Clark
Regional Manager
Finally, a CRM that understands insurance workflows. The commission tracking and reporting features are game-changers.
Jennifer Walsh
Independent Agent
My conversion rates have increased 40% since switching to Zinc. The lead nurturing system works like magic.
Robert Williams
Agency Owner
The mobile app keeps me connected with clients even when I'm on the road. Professional and efficient platform.
Amanda Foster
Senior Agent