Zelros is a B2B AI platform for banking and insurance that delivers specialized AI agents for customer-facing teams to perform needs discovery, real-time next-best-action recommendations, grounded question answering, and workflow automation via API-first and low-code integrations.
Published Oct 15, 2026
Zelros is referenced in ecosystem announcements and was acquired by Earnix, indicating strategic interest in integrating distribution-facing GenAI with pricing and underwriting decisioning.
| Starting Price | Not publicly disclosed (enterprise) | Public list pricing varies by edition and user seat (vendor pricing pages available) | Not publicly disclosed (enterprise) |
| Recommended for | Insurers/banks seeking an AI copilot-style capability for recommendations and workflow support for advisors/agents, with a focus on regulated-industry considerations | Organizations standardizing on Salesforce CRM that require integrated data models, workflows, and vendor-provided AI capabilities | Insurers focused on digitizing intake and risk workflows, with emphasis on rapid configuration and intake automation |
| Key Strength | Industry-specific positioning for insurance/banking; emphasis on governance and distribution enablement; ecosystem integrations (Salesforce, Guidewire, Microsoft) | Deep CRM footprint, broad platform ecosystem, well-documented commercial packaging, large administrative and implementation talent pool | Focus on intake and risk workflow automation; configuration-first approach for certain workflows |
| Key Weakness | Limited independent third-party customer reviews publicly visible; pricing is not transparent; deployments require integration and data readiness | Can be expensive per seat; AI packaging and pricing can be complex and may require multiple Salesforce clouds/add-ons | Less emphasis on agent-facing copilot functionality across channels; pricing and scope not transparent publicly |