Unlimited new leads, more conversation time, call notes that write themselves, and
real-time sales coaching — built for the individual Commercial P&C and Benefits
producer.
AI qualifies leads based on industry, geography, employee size, and more, and finds
decision-maker names, buying signals, and insurance data (if public).
Maximize conversations and touchpoints
Leads are dialed in an automatic queue with an overview of all information on
each lead so you don't waste time between calls. A personalized email is automatically sent after
every call.
Build better relationships
Nobody says yes on the first call. Every conversation is recorded and summarized,
and the next callback gets lined up, so you pick up where you left off, and get to a yes faster.
All in your personal AI CRM.
Coaching that sets more meetings
Your personal AI coach analyzes your conversations, highlights what strategies work
best, and suggests how to deal better with gatekeepers and objections.
