Zinnia
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CRM system for Insurance and Financial Services
The Copilot for AEs. Elevate your sales game—Zinnia gives AEs the AI superpowers to sell smarter, faster, and more personally.
Introducing Zinnia. The Open Insurance experience for life and annuities. Zinnia Open Insurance is advanced data-driven technology that accelerates innovation, enables unrivaled speed-to-market, deepens relationships with policyholders, and empowers better risk-based outcomes. Open transforms the end-to-end experience to make everything faster, more transparent, and more collaborative for consumers, carriers, and advisors.Zinnia is a new tech company, but we’re not new to insurance. We’re L&A experts and technology innovators building Open Insurance to power exceptional experiences that evolve ahead of the marketplace. We’re Zinnia. And we’re Open. Join us, and experience Life, More Open.
Drive Revenue and Build Relationships through Client Events. Zinnia allows you to plan and book a client happy hour, private dinner, or sales experience in a matter of clicks.
Zinnia Reviews
Albin A.
An effective software that lets you stay connected
James S.
The All In One tool for organized client information
Verified User in Financial Services
Reliable, Great Resource, but Clunky and Not Intuitive
About
What is Zinnia?
Zinnia is a financial services platform designed to optimize investment and retirement strategies for individuals and institutions. By leveraging advanced algorithms and AI-driven insights, Zinnia aims to enhance decision-making processes in financial planning and asset management. The platform offers tools for portfolio analysis, risk assessment, and personalized investment advice, helping clients to make more informed financial decisions. Visit [https://www.getzinnia.ai/](https://www.getzinnia.ai/) for more information.