Your advisors rehearse the calls that decide the month, against a customer who has a policy file, a budget and a reason to say no. Every call is marked on suitability and disclosure, not just on whether it closed.
Illustrations, not a catalogue. Your own calls are written from your product, your customers and your playbook.
Early evening, a school run in the background, and a stranger calling about term cover. The advisor has about twenty seconds to earn the next minute.
What the customer is hiding
There is a home loan in the family, and no one has worked out what happens to it if he is gone.
The renewal notice arrived last week with a higher premium. The customer opens with the number and is already comparing quotes online.
What the customer is hiding
The cheaper quote leaves out the cover that paid for her father’s surgery two years ago.
A policyholder calls about a claim that is taking longer than promised. Handle the worry first, and the conversation can go somewhere useful.
What the customer is hiding
She has been meaning to cover her parents for a year and does not know where to start.
We load the skills your managers already assess, with your weights. Every call is marked against them, and every point links back to the moment in the conversation.
Integrity check
Some calls are passed by declining the sale.
Drawn from a sample call in the product.
The scoring AI flags the lines that turn into complaints later. Some calls are only passed by recommending less, or nothing at all.
We read your product sheets and sales script
We build your first calls: cold call, renewal, claim
We go live in about 15 days and your advisors practise
15 days of video support after go-live
99 languages, many accents and many voices. Each rep picks the language, accent and voice, or you fix them on an assignment.
Let them rehearse it first. We will build it around your own calls.