Equip every agent with a proven presentation system, phone scripts, and structured training — all in one platform built for insurance sales organizations.
A complete platform to train, track, and grow your insurance sales organization.
Structured, field-tested presentation scripts for every lead type — Hardcard, WillKit, ChildSafe, Referral, and more. Walk through every sit with confidence.
Proven phone scripts covering intros, rebuttals, and closes for every campaign type. Available in English and Spanish with one-click switching.
Practice realistic phone calls with an AI prospect that talks back, raises objections, and grades your delivery on accuracy, tonality, and pace.
Build complete courses with videos, documents, quizzes, and embedded roleplay. Track completion, scores, and engagement across your team.
Track agent activity, production, and recruiting in real time. Drill into individual performance or view team-wide trends at a glance.
Motivate your team with live leaderboards for production, recruiting, and training. Create custom boards to spotlight the metrics that matter most.
Manage your entire recruiting funnel — from initial contacts to approved hires — with built-in tracking, approvals, and hierarchy management.
Give your agents a proven roadmap for every in-home or virtual presentation. Scripts are structured section by section — introduction, product features, needs analysis, close, and referral request — so nothing gets skipped.
Each script walks agents through every stage
Every campaign type has its own script set with intros, reasons for meeting, and rebuttals for common objections. Agents always know exactly what to say.
Dedicated scripts for every lead type your team works
Every tool your organization needs, in one place.
Build and share meeting agendas with your team. Assign training tasks and track coaching activities.
Track and assign referrals through a visual pipeline. Export directly to eApp for seamless processing.
Full organizational structure with nested teams. Manage agents, managers, and leadership from one view.
Send organization-wide announcements to keep every agent informed and aligned.
Structured onboarding workflows with automated course enrollment, progress tracking, and completion notifications.
Centralized hub for team-wide communications, activity tracking, and performance monitoring.
Tailored for agents and managers across major carriers.