Built for health and life insurance sales teams

AI sales enablement for health and life insurance teams.

Upload your carrier docs, compliance rules, and sales playbooks. Give every agent instant access to product knowledge, compliant messaging, and sales coaching.

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Product answersCompliance checksSales coaching

Product Advisor

Scoped to 2 folders

Citations on

Agent asks

Which carrier option fits a 58-year-old life insurance lead with controlled diabetes?

Advisor response

Start with the carrier eligibility guide and compare product limitations before positioning benefits. Do not promise approval; collect A1C, medication, height/weight, and state.

Carrier guide · chunk 4UW checklist · p. 2

Compliance warning

Avoid “guaranteed approval.” Safer wording: approval depends on carrier guidelines and application details.

The problem

Insurance sales knowledge is too important to stay scattered.

Carrier rules live in PDFs, spreadsheets, portals, and tribal knowledge.
Agents lose time asking managers the same product and eligibility questions.
Sales teams need faster coaching without drifting into risky claims.
How it works

From documents to governed advisor workflows.

Upload agency knowledge
Add carrier brochures, underwriting guides, compliance policies, scripts, and training material.
Scope folders to advisors
Control which advisors can access product libraries, sales playbooks, compliance rules, and onboarding docs.
Give agents guided answers
Agents ask natural questions and get source-backed guidance with citations and compliance warnings.
Advisor cards

Specialized advisors for the workflows agents repeat every day.

Product Advisor
Product comparisons, benefits, riders, exclusions, and fit.
Compliance Coach
Risky claims, disclosures, safer wording, and approved language.
Sales Coach
Objection handling, call prep, roleplay, and follow-up drafts.
Underwriting Assistant
Eligibility pre-screening without final underwriting decisions.
Training Coach
Agent onboarding, quizzes, product education, and roleplay.
Marketing Assistant
Compliant email, SMS, ad, and landing page copy drafts.
Document folders

Built around the way agencies already organize sales knowledge.

Upload the material your managers already use to train agents, check compliance, compare products, and prepare calls.

Carrier & Product Library
Compliance Library
Sales Playbook
Underwriting & Eligibility
Training & Onboarding
Marketing & Lead Gen
Operations & SOPs
Customer Personas & Use Cases
Compliance-safe positioning

Help agents move faster without encouraging off-script claims.

Folder-scoped answers

Advisors only use folders assigned to their role.

Citations

Responses include document and chunk references.

Risk warnings

Prohibited phrases trigger safer wording suggestions.

Draft-only actions

Emails, SMS, scripts, and checklists stay drafts.

Pricing placeholder

Simple pricing for growing insurance teams.

MVP pricing will be finalized around workspace size, document volume, and advisor usage.

Agency workspace
For health and life teams ready to centralize knowledge.
Coming soon
Core document folders
Six insurance-specific advisors
Compliance review layer
Draft advisor actions
GetAiAdvisor

Train every insurance agent like your top producer.

Start with your carrier docs, compliance rules, scripts, and onboarding material. Build the advisor workspace around how your agency actually sells.

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