IntakeBots
Replace rigid forms with intelligent conversations. Questions flow naturally, adapt to each person, and completion rates soar.
- Conversational flow
Questions adapt to your specific incident type
- Conditional logic
Auto accidents show different questions than property damage
- Photo uploads
Photos analyzed by AI Vision to assess damage severity
- Multi-language support
Spanish, English, and more. Reach every claimant.
Describe your FlowApp:
"I need to process auto insurance claims with photo upload, assess damage severity with AI, and route high-value claims to senior adjusters."
AI Generation
Describe what you need in plain English. AI creates your entire FlowApp (schema, fields, and routing rules) in seconds.
- Natural language input
Just describe your process, no technical knowledge required
- Complete FlowApp creation
Schema, fields, and validation rules, all generated automatically
- Routing rules included
AI suggests intelligent routing based on your description
- Fully customizable
Refine and adjust anything after generation
AI Field Intelligence
Fields that think. AI asks clarifying questions, validates answers against criteria, and ensures you get complete, quality data.
- Socratic negotiation
AI asks follow-ups to capture all claim details
- Strict validation
Ensures incident date, location, and parties are complete
- Privacy controls
SSN and policy numbers never sent to AI
- Configurable strictness
Adjust how persistent AI is in gathering complete information
Maria G.
Auto · $4,200
Robert K.
Auto · $850
James T.
Property · $12,500
Drag here
Process Boards
Kanban-style workflow management. Track work through stages, collaborate in real-time, and keep processes invisible to end users.
- Drag & drop cards
Move claims between review stages with visual ease
- Real-time collaboration
Claims team sees updates instantly
- Auto card creation
Claims created automatically from IntakeBot submissions
- Comments & history
Full claim history preserved on every card
Records
Custom data types that store structured information. Flexible schemas, parent-child relationships, and full contact linking.
- Custom schemas
Define fields for Claims, Policies, Incidents
- Rich field types
Text, number, date, select, multi-select, references, and more
- Contact linking with roles
Associate claimant, witnesses, adjusters with each claim
- Parent-child relationships
Link claims to policies, incidents to claims
Claim Type
Auto Collision
Incident Date
Jan 15, 2024
Claimant
Maria Garcia
Adjuster
Tom Wilson
Linked Documents
Maria Garcia
Contact Center
Unified CRM across all FlowApps. Custom fields, tags, segments, and complete interaction history. Know your people.
- Unified view
See all claims, policies, and interactions for each customer
- Custom fields & groups
Add policy details, risk scores, preferences
- Tags & segments
VIP customers, high-risk, renewal due
- Export to CSV
Download contacts with selected fields anytime
Workflow Routing
Automatic assignment based on answers. High-priority claims go to senior adjusters. Complex cases route to specialists. Instantly.
- Rule-based automation
Define conditions with AND/OR logic, nested groups
- AI-generated rules
AI analyzes your schema and suggests intelligent routing
- Default routes
Fallback destinations when no rules match
- Priority levels
Route urgent items to the front of the queue
IF damage > $15,000 OR vehicle_totaled = true
→ Senior Adjuster Queue
IF damage ≤ $15,000
→ Auto-Assessment Queue
Default: → Triage
Source
Medium
cpc
Campaign
auto_insurance_q1
Click ID
gclid_xyz...
Conversion Events
Marketing Attribution
Full funnel visibility. Track UTMs, click IDs, and sessions from first touch through conversion. Send events to your ad platforms.
- Full funnel tracking
Track from quote request through policy binding
- Click ID capture
gclid, fbclid, ttclid: preserved through the entire flow
- Policy-bound events
Send policy_bound conversions back to ad platforms
- True cost-per-acquisition
Measure real CAC, not just cost-per-lead
Built with AI from day one
Not AI bolted onto legacy forms. AI is the foundation, generating, validating, extracting, routing. Every feature is smarter.
Generate FlowApps
Describe your process in plain English. AI creates the entire FlowApp.
Negotiate for Quality
AI asks follow-up questions to ensure complete, high-quality answers.
Extract from Docs
Vision AI reads damage photos, IDs, and documents. Auto-fills fields.
Generate Routing
AI analyzes your schema and suggests intelligent routing rules.
Track every policy from first click to bound
Insurance marketing teams lose attribution when leads move through quote flows. ioZen captures the full journey, from ad click through policy binding, and sends conversions back to your ad platforms automatically.
Meta
Facebook & Instagram
Ads & Analytics
Insight Tag
TikTok
Pixel Events
Webhooks
Send data anywhere with custom webhooks
Policies bound this month
1,247
73% traced to original ad click
Security & Privacy
Privacy by design from day one. Multi-tenant isolation, private fields, encryption, and the compliance controls your business needs.
Multi-Tenancy
Complete data isolation between workspaces. Row-level security on every query.
Private Fields
Mark fields private. AI never sees the content. Stored separately with full audit logging.
Encryption
TLS 1.3 in transit, AES-256 at rest. Vault encryption for the most sensitive data.
Compliance
Working toward GDPR, CCPA, and HIPAA compliance. Built on SOC 2 Type II certified infrastructure. See our current status →
AI You Control
You decide which fields use AI. Private fields are never sent to AI models. Your data is never used to train models. Learn more →
Deploy anywhere
Share via link, embed on your site, or trigger as a popup. Custom branding and domains available.
Direct Link
Share via email or social
Inline Embed
Embed in your pages
Popup Modal
Trigger on button click
Widget
Floating corner button
See these features in action
Pick a scenario that matches what you're building.
Quote Requests
Clients describe projects, AI asks follow-ups, you quote accurately.
Client Intake
Collect everything from new clients in one conversation.
Lead Qualification
Score and route leads to the right team automatically.
Feedback Collection
Get actionable feedback with AI-powered follow-ups.
Job Applications
Conversational applications with resume extraction.
Support Tickets
Smart triage that diagnoses issues before routing.
Built for every stage of growth
Whether you're solo or scaling, ioZen adapts to how you work.
Freelancers & Solopreneurs
Quick setup, professional results. Look like a bigger operation.
Small Teams (2-10)
Shared workflows without the enterprise complexity.
Growing Operations (10-50)
Routing, attribution, and scale without breaking what works.
Agencies
White-label everything. Serve clients at scale.