For Agencies·ZenClaims

The modern agency runs on intelligence.

ZenClaims is the operating core — the platform that runs your claims and coordinates your entire ecosystem. ZenSwept and ZenTrendy extend that intelligence into coverage analysis and agency financial performance.

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ZenClaims
ZenSwept
ZenTrendy
Zenjuries connected suite for agencies

The Problem

The agency model is under pressure from every direction.

Clients are more sophisticated. Competition is more aggressive. Margins are tighter. And the tools most agencies use were built for a world that no longer exists — reactive, siloed, and built around transactions rather than outcomes.

Clients expect more than a policy.

Buyers today want an advisor who can prove they've looked at the full picture. Renewals that don't surface new exposure aren't renewals — they're liabilities waiting to happen.

Claims are still a black box.

Most agencies hand off a claim and hope for the best. The ones that stay in the room — coordinating, communicating, advocating — are the ones that get renewals and referrals.

Agency owners are flying blind.

Revenue is up. Or is it? Margins are healthy. Or are they? Most agency owners don't know their real numbers until it's too late to act on them.

Fragmented tools create fragmented service.

When your claims tool doesn't talk to your coverage review process, and neither talks to your financial dashboard, you're managing three separate realities instead of one connected picture.

The Platform & Intelligence Layers

Operate. Win. Grow.

ZenClaims is the operating core of your agency. ZenSwept and ZenTrendy extend that intelligence into coverage analysis and financial performance.

01ZenClaimsCore Platform

Operate with confidence.

Be the agency that stays in the room when it matters most.

When a client has a claim, that's the moment your relationship is tested. ZenClaims keeps you coordinated, informed, and present — connecting you, the employer, the claimant, and the carrier in one platform so nothing falls through the cracks. ZenClaims supports the core commercial claim families agencies manage most often, with broader commercial support extending into specialty, marine, crime, equipment, and other claim environments. This is the operating core of everything you do.

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Agency Outcomes

Stay visible and accountable throughout every claim
Reduce friction between employer, claimant, and carrier
Demonstrate measurable claim outcomes to clients
Turn claims into retention proof points
02ZenSweptIntelligence Layer

Win new business.

Prove advisory value before the first renewal.

ZenSwept gives producers a systematic way to find what other agencies missed. Walk into every account review with a 74-mine coverage analysis, a quantified exposure report, an 11-page branded PDF, and a client-signed NDA — all generated in minutes. 77% of commercial clients are underinsured. ZenSwept finds the gaps before a claim does.

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Agency Outcomes

74-mine knowledge base identifies every gap, exclusion, and exposure point
Quantify exposure in dollars, not jargon
11-page branded PDF + client NDA + timestamped audit trail
Turn account reviews into documented advisory conversations
03ZenTrendyIntelligence Layer

Grow agency value.

You can't grow what you can't measure.

ZenTrendy gives agency owners the financial clarity to make real decisions — not gut-feel ones. P&L, EBITDA margin, producer performance, and portfolio health in one place. At 8–12x EBITDA multiples, a $100K improvement in annual earnings adds $800K–$1.2M to enterprise value. Most agencies leave that on the table because they never see the numbers clearly.

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Agency Outcomes

P&L, EBITDA, and margin visibility in one dashboard
Producer performance and book health monitoring
Agency valuation benchmarking over time
Make growth decisions from data, not instinct

Connected Intelligence

Three products. One connected picture.

The suite doesn't just add features — it creates intelligence loops that make each product smarter when they work together.

ZenSweptZenClaims

Coverage gaps found in ZenSwept inform claim risk profiles in ZenClaims — so your team knows which accounts need the most attention before a claim ever happens.

ZenClaimsZenTrendy

Claim frequency and severity data from ZenClaims feeds directly into ZenTrendy's financial picture — so you can see how claims are affecting your agency's real profitability.

ZenTrendyZenSwept

Financial performance data from ZenTrendy identifies which accounts are underperforming — so ZenSwept can prioritize coverage reviews on the accounts that matter most to your book.

"Most software stores data. Zenjuries drives action — and when all three products are running together, the intelligence compounds in ways no single tool can replicate."

Business Outcomes

What the suite actually delivers.

Not features. Not capabilities. Outcomes — the ones that show up in your revenue, your retention rate, and your agency's valuation.

More wins.

Producers using ZenSwept walk into account reviews with a structured, branded analysis that competitors can't match on the spot.

Stronger retention.

Agencies that stay engaged through claims — not just at renewal — build the kind of trust that makes clients immune to competitive pricing.

Better margins.

ZenTrendy surfaces the margin leaks, underperforming producers, and cost patterns that erode profitability before they become structural problems.

Higher valuation.

Agencies with documented processes, clean financials, and proven client outcomes command better multiples. ZenTrendy builds the evidence base.

E&O protection.

ZenSwept's systematic coverage review process creates a documented, defensible record of every account review — reducing E&O exposure at scale.

Compounded growth.

When you win more business, retain every client, and know your numbers, growth compounds. That's the math the full suite is built on.

Suite vs. Fragmented Tools

Why the full suite beats the patchwork.

Fragmented tools

Zenjuries Suite

Three separate vendors, three separate contracts, three separate support teams.

One platform. One relationship. One connected intelligence layer.

Coverage reviews happen in spreadsheets. Claims happen in a portal. Financials happen in QuickBooks. Nothing talks to anything.

ZenSwept, ZenClaims, and ZenTrendy share a common data layer — so insights from one product inform the others.

Producers do coverage reviews when they remember to, using whatever format they built themselves.

ZenSwept gives every producer a systematic, branded, repeatable process — so the agency's advisory quality doesn't depend on individual habits.

Agency owners look at revenue reports monthly and hope the trend is good.

ZenTrendy monitors financial performance continuously and surfaces red flags before they become structural problems.

ZenClaimsZenSweptZenTrendy

Ready to run your agency
on connected intelligence?

Book a 30-minute demo. We'll walk through your agency's specific situation and show you exactly how the suite applies to your book, your team, and your growth goals.

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