AI Coaching Engine
Identify performance gaps. Recommend targeted actions. Your team stays in control.
AI identifies the specific gaps costing your agents closes — by product, conversation stage, and behavior pattern. Managers review the recommendations, assign targeted coaching, and track results. You stay in control at every step.
All 16 AI Modules Explained
Every module is a specialized AI knowledge base — not a generic feature.
Performance Gap Detection
Analyzes agent activity across CRM, conversations, and pipeline outcomes. Surfaces the specific patterns — follow-up delays, dropped qualification steps, weak objection responses — that are costing closes.
Coaching Recommendation Engine
Translates detected gaps into targeted coaching actions. Recommendations are specific, actionable, and tied to the actual behavior pattern observed — not generic improvement suggestions.
Manager Dashboard & Assignment
Managers see gap summaries across their entire team, review AI recommendations, and assign targeted coaching to individual agents. Nothing is pushed to agents without manager review.
Guided Practice & Roleplay
Agents practice the specific scenarios where gaps were identified. AI-powered prospect personas respond with realistic objections, emotional cues, and follow-up challenges.
Performance Scoring & Progress Tracking
Roleplay responses get per-turn AI scoring with specific feedback, and session scorecards (Beta) break results down by criteria. Progress is tracked over time per agent and visible to managers.
Product Knowledge Modules
Insurance-specific knowledge training for IUL, Term Life, Annuity, and ACA, so agents build product knowledge before working live cases. These are internal training records, not a certification.
Objection Handling Library
Structured practice for the objections that actually lose deals: price resistance, "I need to think about it", spousal pushback, and compliance-related concerns.
Onboarding & Ramp Path
Structured ramp sequences for new agents: carrier readiness checklists, product certification order, and knowledge gates before first client interaction.
Compliance Training Integration
Compliance knowledge is embedded in every coaching module — agents are trained on disclosure language, suitability awareness, and escalation procedures alongside sales skills.
Retention & Cross-Sell Coaching
Post-sale coaching paths: annual review conversations, cross-sell timing, lapse prevention scripts, and referral ask frameworks.
Completion Records
Module completion and knowledge quiz results are logged per agent, reviewable by managers and compliance teams. These are internal training records, not continuing-education credit.
Audit Log — All Coaching Activity
Recommendations, assignments, completed sessions, and scores are logged with agent ID and timestamp for compliance review.
Everything AI Coaching Engine Does
Every capability, documented.
Real Scenarios. Real Outcomes.
How insurance agents use AI Coaching Engine in the field.
A manager wants to understand why Q2 close rates dropped across 4 agents
Performance gap dashboard shows all 4 agents have the same pattern: qualification steps are being skipped and objection responses are scoring below baseline. Manager assigns the discovery and objection modules. Gap is visible, targeted, and actionable — not a vague "needs improvement" assessment.
A new agent joins with no IUL experience
The manager assigns product knowledge modules in sequence, ahead of the IUL illustration and suitability modules, and tracks completion and scores in the dashboard before the agent's first IUL conversation.
An experienced producer starts losing deals at the proposal stage
AI detects a consistent score drop in sessions that simulate post-proposal follow-up. Manager reviews the recommendation, assigns the proposal and closing module. The gap is specific — the fix is specific.
Agency compliance officer needs to verify agents are trained on current disclosure requirements
Completion records show each agent's module completion status, quiz scores, and session dates for compliance review. These are internal training records, not continuing-education credit.
Pricing & Plan Access
AI Coaching Engine is included in Pro ($99/mo), Agency, and Enterprise plans, with no per-module fees. Coaching analytics and custom scenarios are included on Agency and above.
Works Best With
AI Coaching Engine is more powerful when connected to the rest of the platform.
Ready to activate AI Coaching Engine?
Know exactly where your team is underperforming — and what to do about it.