Collaborate smarter in fintech & insurance, deliver better client value.
Access all the collaboration tools your team needs to manage financial and insurance operations seamlessly—right from a single dashboard.
Smart workflows
Zapaut’s collaboration tools keep your insurance and fintech teams aligned, making it easy to track workflows, oversee approvals, and manage tasks seamlessly.
Workspaces
Do you manage lending or insurance portfolios for multiple clients? Create dedicated workspaces in Zapaut for each institution and keep everything organized.
Roles & permissions
Assign roles and set permission levels for your lending or insurance team, ensuring secure operations and more effective collaboration.
Compliance-First Approvals
Review and approve policy for financial literacy campaigns, loan promotions, or insurance awareness drives before they go live
Internal notes
Leave notes and feedback for your team to stay aligned on tasks and collaboration efforts.
Email notifications
Receive instant notifications whenever loan officers, branch staff, or insurance agents review or comment on policy—keeping your financial institution aligned, compliant, and always updated.
Let your team play a role in your digital engagement strategy
Whether you’re collaborating with loan officers, insurance agents, or external partners,
Zapaut provides a seamless platform for effective teamwork—while keeping you fully in control.
