Salebase puts your presentation scripts, phone scripts, training courses, AI roleplay, and team analytics in one platform — so new agents ramp faster and your whole organization runs the system that actually works.
Most agencies aren’t short on talent — they’re short on a system that keeps everyone running the same playbook.
PDFs in a group chat, a manager’s notebook, a doc from three years ago. Every agent presents a little differently, and nobody knows which version is current.
Onboarding depends on whoever has time that week. Training is inconsistent, and it takes months to find out whether someone actually learned the presentation.
You find out an agent is struggling after a bad month — not while there’s still time to coach them through it.
Replace the patchwork of docs, spreadsheets, and group chats with a platform built specifically for how insurance teams sell and train.
Field-tested presentation scripts for every lead type, structured section by section — intro, features, needs analysis, close, and referrals — so nothing gets skipped in the home.
Campaign-specific scripts with intros, reasons for the meeting, and rebuttals for every common objection. English and Spanish, one click apart.
Agents practice live calls against an AI prospect that talks back, pushes back, and gets graded — without burning a manager’s afternoon.
Build courses with videos, documents, quizzes, and embedded roleplay. Set prerequisites, assign by team, and track every completion.
See activity, production, and training progress in real time. Drill into one agent or view the whole hierarchy at a glance.
Live boards for production, recruiting, and training. Build custom competitions around whatever metric you’re pushing this month.
Track candidates from first contact through licensing and approval, with hierarchy assignment and automated status updates built in.
Capture referrals during the presentation and route them through a visual pipeline — so the leads your agents earn never go cold.
Your logo, your script variations, your team structure. Salebase adapts to how your organization already runs — not the other way around.
The fastest way to get an agent ready is repetition — but nobody has the hours to roleplay with every new hire every day. Salebase’s AI prospect does it on demand.
Agents call in, the AI answers as a real prospect would, raises objections, and stays in character. When the call ends, they get a graded breakdown of exactly what to fix.
Every practice call comes back graded
Salebase tracks the leading indicators, not just the results. You can see who finished their courses, who’s putting in roleplay reps, and who quietly stopped — while there’s still time to do something about it.
From SGA down to the newest agent
Most agencies are up and running with their team inside of a couple weeks.
We’ll show you the platform live, answer questions about your organization, and talk through what a rollout looks like for a team your size.
Your logo, your hierarchy, and your script variations get configured for you. If your team runs a specific approach, we build it in.
Agents sign up under your agency, get assigned their onboarding courses automatically, and start practicing on day one.
Purpose-built for agents and managers across the major carriers.
Tell us a bit about your agency and we’ll set up a live walkthrough — no pressure, no canned pitch deck.
We’ll get back to you within one business day.