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Zinnia Live

Zinnia Live is a unified policy management interface that serves multiple user types including carriers, operations teams, advisors, and consumers. The platform provides real-time access to policy information, self-service transaction capabilities, and streamlined operations through a single, intuitive interface. It can function as both a standalone UI and a headless API, integrating with existing policy administration systems without requiring full system replacements.

Key Benefits

Deliver seamless life insurance experiences across channels

Zinnia Live offers a modern, digital-first interface for applying, managing, and servicing life insurance policies. Whether clients engage through agents, call centers, or direct channels, the platform provides a consistent, intuitive experience that drives satisfaction and retention.

Unify operations with a single servicing platform

From quoting to policy changes to claims, Zinnia Live supports the full policy lifecycle in one integrated system. This consolidation eliminates silos, reduces handoffs, and empowers teams to work faster and more collaboratively.

Boost advisor productivity with real-time insights and tools

Advisors get instant access to client information, case status, and product resources—right at the point of sale. Built-in workflows streamline eligibility checks, disclosures, and document collection, reducing friction and helping close business faster.

Adapt and grow with modular, carrier-ready infrastructure

Designed to support both new and legacy products, Zinnia Live enables carriers to modernize at their own pace. Its scalable architecture allows for easy integration, fast deployment, and future-proof growth as market needs evolve.

What Makes It Different

Proven cost reduction: Documented 25-50% reduction in call center volume and total cost of ownership through comprehensive self-service capabilities.
Universal integration approach: Functions as both standalone UI and headless API, accommodating various integration requirements without system replacement.
Multi-persona design: Single platform serves carriers, operations teams, advisors, and consumers with customized experiences for each user type.
Comprehensive transaction coverage: Supports full range of insurance transactions from new business through claims, eliminating the need for multiple specialized interfaces.

Get Started with Zinnia Live

Reduce operational costs and improve customer satisfaction with unified policy management. Contact our team to schedule a demonstration and learn how Zinnia Live can streamline your insurance operations.