Insurance Call Coach

Practice real prospect and policyholder conversations before you're on recorded lines. Every drill has a visible objection, a hidden objection, and a compliance twist β€” find all three.

πŸ“ž
Phone Calls
Inbound quotes, renewals, outbound follow-ups. Goal: permission, discovery, a concrete compliant next step.
πŸ’»
Virtual Meetings
Video reviews and plan comparisons. Goal: everyone present, clear plain-English education, next step.
🀝
Advisor & Broker Meetings
In-person and in-home by request. Goal: trust, suitability, and a compliant close.

This week

What is CoachMeUp? β†’

Settings

Rep info

Company playbook

A universal insurance sales standard (permission opener, SPIN discovery, LAER objection handling, compliant close) is built in. Paste the company's real script, call standards, or compliance rules below to replace it β€” reps are then graded against that.

Demo setup

This demo is fully hosted β€” the AI prospect voice and grading are configured on the server. No API keys or setup needed. In a company version, your team gets a private instance with your products, scripts, compliance rules, and manager reporting, running on your own API keys.

Training options

Advanced

πŸ™‚
Connecting…
00:00
Live call β€” just talk, interrupt anytime. Tap ⏹ to end and get graded.

Grading your call…

Scoring against the 100-point standard.

0/ 100

Category breakdown

The three layers

Visible objection
Hidden objection β€” did you find it?
Compliance twist β€” did you handle it?

Coaching

Strongest area
Weakest area
Coaching note
Delivery & empathy
Better line to use
How to say it
Recommended next drill

Transcript

Practice history

Weekly manager standard