Structured Intelligence for Sales
Know Where Your Agents Need Support
Understand which agents are struggling with specific products, where repeated questions are emerging, and who may need timely intervention.
​Connect Knowledge Usage to Sales Performance
See how agents engage with approved documents and identify product-level confusion before it impacts results.
Prepare for Coaching Conversations with Context
Generate structured agendas before speaking with agents — including performance signals, product challenges, and milestone awareness.
Identify and Recruit High-Potential Sales Talent.
Understand performance trends and skill strengths to identify top talent and make better hiring decisions while expanding your sales team.
Greater Clarity for Sales
Agent-Level Performance Context
View consolidated performance and engagement inputs before initiating one-on-one discussions.
Without structured context
Discussions begin with outcome numbers alone.
With structured intelligence
Conversations begin with aligned performance and engagement insight.
Product Knowledge Friction
Identify policies that consistently generate repeated clarification or hesitation during selling.
Without visibility
Product confusion remains unnoticed.
With structured insight
Recurring knowledge challenges become clear.
Cross-Sell Opportunity Gaps
Cross-Sell Opportunity Gaps
Surface agents who may not be leveraging available cross-sell potential.
Without opportunity awareness
Cross-sell potential goes unaddressed.
With structured tracking
Missed opportunities become visible for timely action.
Incentive & Milestone Awareness
Incentive & Milestone Awareness
Track approaching performance markers to enable timely and focused coaching conversations.
Without milestone visibility
Encouragement happens too late.
With structured awareness
Conversations happen at the right moment.
Outcomes
Clear Visibility into Agent-Level Performance
Early Identification of Product-Level Challenges
Improved Cross-Sell Opportunity Oversight
Better-Prepared Performance Discussions
More Timely CoachingInterventions
Consistent Use of Approved Knowledge
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
Seamless Integrations
Works where you work.