The intelligent operating system for insurance and financial professionals.
Carrier intelligence, client pipelines, e-signatures and financial tools — one platform, built by agents who actually run agencies.
10 Top 25 carrier boards
5-step onboarding path
Veteran owned & operator led
Rankings free to browse
The platform
Six modules, one login, zero duct tape.
Pipeline
InsureLeads CRM
Prospect, business and agent pipelines, an AI assistant, and a local business radar.
Documents
ZNGY Sign
Send, sign and archive envelopes with a full audit trail — no account needed to sign.
Open to all
Top 25 Rankings
Ten carrier boards — IUL, term, final expense, annuity, P&C and more.
View the boardsEducation
Financial Tools
Calculators, retirement simulators and a full financial education hub.
Workspace
ZNGY Connect
A secure workspace for devices, messages, meetings and shared files.
Free assessment
S.T.A.R. Profile
A strengths assessment that maps how an advisor is wired.
Take the assessmentBuilt by agents. Delivered like software.
ZNGY Group puts the systems a producer actually needs behind one sharp interface — so the work stays on clients and recruits, not on spreadsheets.
Onboarding that actually finishes
A guided path from registration to licensing to your first game plan.
Mentorship built in
Team tools, mentor sessions and training that keep new agents moving.
Growth you can see
Recruiting dashboards, contest tracking and agency-building blueprints.
Operator led, veteran owned
Built by people who write business, not just software.
Ready to build your practice?
Get your agent code, plug into the ZNGY platform, and run your business with better systems from day one.