Zenx CRM
Insurance operations, staff-first.
Operations Control
The command surface — live queues, workforce pressure, risk events and the activity feed at a glance.
Platform Analytics
Volume, revenue, margin and per-client performance across every timeframe with drill-down to individual trades.
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Brokerages & FSPs. Manage partner brokerages, FSP numbers and contacts under one multi-tenant model with per-brokerage governance.
An end-to-end insurance operations platform for FSCA-regulated brokerages: practice management, workforce intelligence, KPI & bonus automation and a full finance control centre — built to run the whole business, not just the CRM.
What it does.
Brokerages & FSPs
Manage partner brokerages, FSP numbers and contacts under one multi-tenant model with per-brokerage governance.
Workforce Intelligence
Executive command centre with real-time CEI scoring, productivity signals, burnout prediction and top-performer leaderboards.
KPI & Bonus Engine
Automated per-staff KPI tracking, SLA scoring, tiered bonus formulas, peer reviews and AI-assisted diagnostics against yearly targets.
Finance Control Centre
Internal finance operations — imports, inbox matching, VAT, budgets, forecasting and monthly reconciliation across every account.