For life insurance

Help every agent lead
with coverage needs

Coach life insurance agents to uncover protection gaps, explain coverage amounts and premiums, and guide applicants through next steps. Use AI call QA and follow-up to keep coverage conversations moving.

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Trusted by leading customer-facing teams

Built for your team

Turn great conversations
into a shared standard

A playbook for needs-based life insurance sales

Turn your product guides and strongest agent calls into an AI Playbook for coverage needs, existing policies, beneficiaries, and premium budgets. Set a clear standard for explaining policy options and application steps.

A playbook for needs-based life insurance sales

Coach agents from needs assessment to application

Give agents specific feedback on protection gaps, premium affordability, and underwriting expectations. Help sales managers spot unclear policy explanations and missed application next steps.

Coach agents from needs assessment to application

Give agents specific feedback on protection gaps, premium affordability, and underwriting expectations. Help sales managers spot unclear policy explanations and missed application next steps.

Keep applicants engaged between conversations

Use AI voice agents for initial intake, appointment setting, and application follow-up calls. Route coverage and underwriting questions to licensed agents using your approved handoff process.

A trusted partner

Call QA for sensitive
coverage conversations

Review life insurance calls against approved product language, disclosures, and underwriting questions. Flag unsupported policy statements and keep conversation records searchable for quality assurance review.

SOC 2 Type 2

Security controls.

SOC 2 Type 2

Security controls.

GDPR

Personal data privacy.

GDPR

Personal data privacy.

HIPAA

Healthcare data protection.

HIPAA

Healthcare data protection.

AIUC-1

AI safety and accountability.

AIUC-1

AI safety and accountability.

Benchmarks

Raise the standard
for life insurance conversations

30%

average increase in win rates

40%

shorter ramp time for new reps

12%

reduction in annual rep turnover

“The best use of AI I’ve ever seen in any application.”

Head of Call Center Operations

Fortune 500 fintech

“The best use of AI I’ve ever seen in any application.”

Head of Call Center Operations

Fortune 500 fintech

“You’re going to know more about your people than you ever thought possible… I’m able to coach 4x as many people as I used to.”

Thomas Pruitt

Senior Sales Manager at Chapter

“You’re going to know more about your people than you ever thought possible… I’m able to coach 4x as many people as I used to.”

Thomas Pruitt

Senior Sales Manager at Chapter

Integrations & launch

Built around your
life insurance sales process

An AI Playbook tailored to your life insurance products, needs assessment, and application workflows, with hands-on deployment support.

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2 weeks

Average AI playbook setup time

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Build stronger life insurance agents, call by call

Explore where your team could improve conversion, coach more reps, or reduce manual review, with a demo focused on your call workflows.

Request a demo

Build stronger life insurance agents, call by call

Explore where your team could improve conversion, coach more reps, or reduce manual review, with a demo focused on your call workflows.

Request a demo

Help every agent leadwith coverage needs