What Your Agents Are Dealing with
They’re searching while someone is waiting
The answer exists somewhere.
But finding it means clicking, switching, scanning…all while a customer is on the line.
They’re expected to be experts in everything
Policies, incentives, performance metrics
They’re asked to explain complex information clearly and confidently in real time.
They’re forced to break their own flow
Every tab switch interrupts momentum.
Every extra second feels longer when someone is waiting for clarity.
They’re buried by the pressure
Longer calls, second-guessing. Performance begins to slip.
Not because they aren’t capable, but because the tools around them aren’t built to support them.
It doesn't have to work this way.
From scattered systems to one intelligent interface
Instead of switching between tools, your agents operate from a single AI-powered workspace.
Instant, verified answers
Pulled directly from your approved documents.
Real-time goal awareness
Clear visibility into targets and incentives.
Smart, contextual guidance
Helping agents stay sharp, focused, and performance-aligned.
Instant, verified answers
Pulled directly form you approved documents
Real-time goal awereness
Clear visibility into targets and incentives
Smart, contextual guidance
helping agents stay sharp, focused and performance-aligned.
Core Capabilities
01
Verified Intelligence
AI-generated responses grounded strictly in approved internal documents with source references for compliance assurance.
02
Live Performance Awareness
Real-time integration with commission, RnR, and transaction systems to surface goal progress and incentive visibility during conversations.
03
Real-Time Chat Assistance
Agents type questions during live conversations and receive instant, source-backed responses without leaving their workflow.
04
Voice-Enabled Support for Live Calls
Agents speak naturally during customer calls and receive answers in real time — without switching screens or breaking conversation flow.
Business Impact
Reduced Compliance & Mis-Selling Risk
Improved Sales Productivity
Higher-Quality Customer Conversations
Increased Agent Confidence
Seamless Integrations
Works where you work.
SHARE POINT
ACTIVE DIRECTORY
EOM
RnR
AGENT ONBOARDING
Flexible Pricing Designed for Real Insurance Evaluation
Evaluate our AI using your policy documents, teams, and workflows — before committing.
Free Trial
For small teams testing core AI capabilities
14 Days
✓ Up to 3 Users
✓ 50 Queries per Day
✓ Upload up to 5 Documents
✓ Max document size 50 pages
✓ Supported formats - PDF, DOCX
✓ Voice AI 30 minutes
✓ AI Q&A
✓ Policy comparison
✓ Source-linked answers
✗ No Integrations
Enterprise
For mid-size and large insurers validating real-world usage
Custome
✓ Up to 10 Users
✓ 500 Queries per Day
✓ Upload up to 100 Documents
✓ Max document size 1000 pages
✓All Supported formats
✓ Voice AI 300 minutes
✓ AI Q&A
✓ Policy comparison
✓Source-linked answers
✓ Integrations - SharePoint, Azure AD