They have a cheaper quote and thirty seconds of patience.
Agents and producers practice new-business closes, rate-shopper calls, cross-sell and bundling conversations, and renewal saves, against AI customers holding a competitor quote and no interest in a pitch.
Price is the only thing the customer can see
Coverage limits, liability, and umbrella policies are invisible. A cheaper premium is not. Every conversation starts with the one variable that makes your product look identical to everyone else's.
The quote war is unwinnable head-on
Matching a lower number teaches the customer to shop again next renewal, and losing on it teaches them nothing at all.
Renewal jumps arrive unexplained
A premium increase the customer did not see coming turns a retained policy into a shopping trip, and the save call is reactive by then.
Scare tactics backfire
Customers distrust being sold more than they need. Life coverage in particular dies the moment the pitch turns to fear.
The conversations, not the theory
4 workflows built for insurance, carrying 16 scenarios between them. Each one has its own scoring rubric.
New-Business Close
Turn a quote request into the right coverage, signed.
insurance agents & producers, new-business reps
Rate-Shopper Calls
Win the price shopper on value, not the race to the bottom.
insurance agents, call-center & internet-lead reps
Cross-Sell & Bundle
Round out the account with the coverage the client actually needs.
insurance agents, account managers, service reps
Renewal & Retention Saves
Save the client when the rate jumps and they start shopping.
insurance agents, retention & service reps
Prospects who do not cooperate
Tara Whitlock
The Bare-Minimum Buyer
shopping for the cheapest possible auto policy and only wants her state's minimum liability to stay legal
Medium
Deshawn Carter
The New Homebuyer
just went under contract on his first house and needs homeowners insurance fast for closing, unsure what coverage he actually needs
Easy
Priya Raman
The Underinsured Family
has carried the same bare policy for years and doesn't realize her growing family is dangerously underinsured
Medium
Each one holds a hidden position and only moves if your rep earns it. Three of 16 shown.
One call, start to scorecard
Pick the conversation
Choose a workflow and a prospect from the cast for your industry. Each one arrives with a real situation, an opening line, and a position they are holding.
Have the call out loud
Talk to them the way you would talk to a customer. They respond in real time, and they do not make it easy just because you are practicing.
Read the scorecard
The call ends with a graded scorecard and the next specific thing to fix. Run it again against a harder version of the same prospect.
The product behind the practice
Live voice roleplay
Reps talk out loud to an AI prospect that interrupts, stalls, and pushes back. It is a spoken conversation, not a chat window with a script.
An objective scorecard on every call
Each call is graded against the rubric for that workflow, with the specific moments that earned or cost the score, so feedback is not one manager's opinion.
What they said and how they sounded
Scoring covers the substance of the conversation and the delivery, because a technically correct answer said the wrong way still loses the deal.
Score real calls, not just practice
Upload a recording or transcript from an actual customer call and run it through the same rubric the roleplays use.
Difficulty built into the cast
Each scenario carries its own personality dials, hidden position, and willingness to move, so an easy prospect and a hard one are genuinely different calls.
Team visibility
Managers can see who is practicing, which workflows they run, and where scores keep stalling, instead of guessing who needs coaching.
Practice is the only part of selling you can control.
- Practice and real calls are graded against the same rubric, so the standard a rep rehearses to is the standard their live calls are held to.
- Most tools do one half of that. Roleplay apps stop when the rehearsal ends; call-recording tools only grade the deals you already lost.
- Your own pricing, packages, turnaround times, and scripts can be built into both the roleplay and the grading, so reps practice your business and not a generic one.
- No LMS to administer, no RevOps project, no training department. Reps practice on their own schedule without burning a real lead.
- Managers get scorecard history instead of a report on who attended training.
What this is, and what it is not.
Four workflows split new business from retention, because keeping a bundled household is a different skill than winning one.
It is a rehearsal room with a grader, not a lead source and not a script to read on live calls. It will not make an unwilling rep good. It will show you, in one call, exactly where a willing one is losing the deal.
CoPilot runs thirteen verticals
Hear how your insurance pitch actually lands.
Pick a prospect, have the conversation out loud, and read the scorecard. You will know inside one call whether this is useful to your team.