San Francisco-based Zocks, the privacy-first AI assistant for financial advisors, is expanding into the life insurance market with automated operations and document intelligence tools built for advisors and carriers.The company says its platform is already used exclusively at two of the three largest life insurers in the US.
The system captures household, financial, and personal details during discovery meetings and turns them into accurate notes automatically.
It then completes paperwork including carrier applications, fact finders, and client intake forms. Documents in formats such as PDFs, scans, and photos are processed in under 60 seconds and synced into applications and forms.
Zocks also pushes relevant client information from meetings and documents into CRM systems, illustration tools, and other planning platforms. That reduces manual data entry, which is still one of the bigger time drains in life distribution.
The platform also extracts details needed for needs analysis, suitability review, case design, and other administrative work.
When those steps are incomplete or handled poorly, underwriting drags and Not In Good Order cycles stretch out. Zocks is pitching speed, though the cleaner data matters just as much.
The result, according to the company, is faster and cleaner applications, quicker follow-up, a better client experience, and more policies issued each month.
The platform also handles meeting preparation, follow-up emails, and client communications, helping advisors keep cases moving between meetings.
It flags missing items, exam scheduling, beneficiary confirmations, delivery requirements, and payment setup so advisors can respond faster and with more context.
Jack Rogers, case manager at Strategic Wealth Group, a Guardian Life agency, said Zocks has sped up post-call workflow by letting the team send emails and meeting notes during short breaks between meetings. He said the agency used to wait until the end of the day to post case planning notes and send follow-ups, though it now does that work between calls.
“Zocks speeds up our workflow after calls, letting us send emails and meeting notes quickly during our short breaks,” said Jack Rogers. “We are in meetings back-to-back all day, so in the past we would wait until the day ended to post case planning notes to the team and send out follow-ups. Now, we can do it in between calls.”
Zocks is also aiming at a staffing problem hanging over the insurance market. Industry estimates, based on Bureau of Labor Statistics age data, suggest around 50% of the current insurance workforce could retire over the next decade.
That puts pressure on hiring, training, and output all at once.
The company says its performance tracking tools help firms identify what top producers do well and apply those patterns more broadly across the business.
Meetings can be scored across 18 configurable dimensions and benchmarked against industry standards. That gives leaders more concrete data for coaching and for narrowing the gap between stronger producers and everyone else.
Mark Gilbert, chief executive of Zocks, said life insurance professionals deal with a tough mix of high meeting volume, heavy documentation, and little room for error.
Life insurance professionals face a unique combination of high meeting volume, complex documentation requirements, and thin margins for error
Mark Gilbert, CEO of Zocks
“The firms that win in this competitive market are using AI to remove friction at every step, from the first meeting to the issued policy to client retention. Zocks gives producers and leaders the capacity and insights to do that at scale,” said Mark Gilbert.
He said firms gaining ground in this market are using AI to remove friction across the process, from the first meeting through policy issue and retention. In his view, Zocks gives producers and leaders the capacity and visibility to do that at scale.
Zocks describes itself as an AI assistant for financial services.
The company says its privacy-first platform saves advisors more than 10 hours a week by automating tasks such as meeting prep, notes, intake forms, account opening forms, client emails, and document processing.
It also says its integrations and enterprise controls turn client conversations into structured data and practical insights that support growth.
Zocks has raised $45 mn in a Series B funding round as it moves to deepen the use of artificial intelligence across financial advisory operations.
The round was co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and existing investors Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital.
The raise brings Zocks’ total funding to $65 mn, following a $13.8 mn Series A completed in March 2025.
According to Beinsure, the round reflects continued investor appetite for workflow-centric AI platforms built specifically for regulated financial services.
