Make insurance agents into experts

Guide your agents handling complex questions like benefits management, prior authorization, and preventative health with no-code, interactive conversational workflows.

Trusted by companies that drive higher customer satisfaction

Priority Health
Kaiser permanente loggo
Change Healthcare
Royal London

Built for insurance payers and brokers of all kinds

Zingtree’s clients stretch across a wide variety of organizations in the insurance industry and employee benefits administration.

  • Health insurance
  • TPAs
  • IPAs
  • Life insurance
  • Property and casualty insurance

How zingtree helps

Deliver higher quality support for your customers, prospects, and employees.

Improve access to key information

Equip your agents with simple-yet-robust call scripts that help them get the right information, faster. Make your agents more confident and be better advocates in the process.

Reduce errors and expensive escalations

Make sure your team follows the right procedures and right messaging. Control costs by ensuring your first-line support teams answer the question correctly the first time.

Simplify new agent training

Let Zingtree’s interactive decision trees show new hires how to find info or decide what to tell the customer. That way, your managers can focus on the finer points of coaching.


The amount of time one insurance provider saved on average CSR training time.

Multiple ways to improve customer satisfaction

Our tools for insurance companies are highly flexible, so pick the use case that suits you best.

Use Agent Scripting to provide your team with information and/or messaging for each step of the interaction.

Learn more

Use Internal Process so employees can look up information and determine proper procedure.

Learn more

Use Customer Self-Help to build plan selectors, quote engines, benefit program guides, or interactive FAQs.

Learn more

Customer testimonials

Nadira K.
Customer Experience Product Owner | A major healthcare payer and provider

“Our concierge team loves Zingtree. They get access to all the information they need and can reference it quickly, without having to go to a separate knowledge base to find it.”

Want to see
zingtree in action?

Two ways you can learn more today.

Check out our pricing and packages to see if Zingtree might be a good fit for your organization.

Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for medium-to-large organizations.