A US-based insurance organization strengthened sales productivity and consistency by adopting Eubrics’ AI-driven sales enablement. With 500+ advisors, the company improved call quality by 5%, achieved 100% advisor engagement, reduced CRM effort, and delivered more consistent, compliant, and high-quality sales conversations at scale.
Scaling Consistent, High-Quality Insurance Sales Conversations with AI
A US-based insurance organization with a large advisor workforce was looking to improve sales execution quality while increasing productivity within its CRM environment. With advisors handling high volumes of customer conversations daily, maintaining consistency, compliance, and effective follow-ups at scale had become a growing challenge.
To address this, the organization partnered with Eubrics to introduce AI-powered sales enablement that could support advisors directly within their existing workflows—without adding complexity or manual effort.
The organization aimed to:
Improve salesforce productivity without increasing administrative load on advisors
Ensure consistent, compliant, and high-quality sales conversations across teams
Reduce dependency on intuition-led selling and coaching
Provide managers with real-time visibility into advisor readiness and call quality
Enable scalable sales improvement without relying solely on live coaching
The organization implemented Eubrics’ AI Sales Roleplay and Enablement Platform, designed to support advisors before, during, and after sales conversations.
Key components included:
AI-Guided Sales Conversations
AI bots helped advisors follow structured, playbook-aligned sales flows, ensuring consistency in pitch delivery, objection handling, and product articulation.
On-Demand Roleplay & Practice
Advisors practiced real sales scenarios with AI roleplay bots, receiving instant feedback to improve confidence, clarity, and objection handling before live calls.
Automated CRM Support & Insights
AI-generated call summaries and insights reduced manual CRM effort while improving accuracy, follow-ups, and pipeline visibility.
Data-Driven Coaching Signals
Managers gained access to multi-factor scoring and readiness indicators, enabling focused, timely coaching instead of reactive interventions.
The AI-driven approach delivered measurable improvements across sales quality, advisor engagement, and operational efficiency:
+5% Call Quality Score Improvement
Average call quality scores increased from 62% to 67%, reflecting more structured and effective sales conversations.Skill Improvement Across Core Selling Factors
8 out of 9 sales skill factors showed improvement, with gains ranging from 3% to 15%.100% Advisor Engagement
All targeted advisors actively used the AI platform as part of their sales workflow.3.6 / 5 Advisor Experience Rating
Advisors rated their overall experience positively, highlighting ease of use and real-world relevance.
Improved Salesforce Effectiveness Advisors spent less time on manual CRM tasks and more time engaging customers meaningfully.
“It was really great at keeping the conversation flowing.”
“The AI bots were really interactive and responsive.”
“What I like most about the bot training is that it makes rebutting and pushing for the sale easy.”
“Their training products and analytics completely level-up what onboarding can do AND how valuable your trainers can be to your organization, your employees and ultimately your customers.” - Senior Leader
By integrating AI directly into daily sales workflows, the organization successfully moved from effort-heavy, inconsistent execution to a structured, data-backed sales enablement model.
Eubrics helped transform sales conversations from variable and intuition-led into consistent, measurable, and scalable performance, enabling advisors to sell with greater confidence while giving managers the visibility needed to coach effectively.
This case study demonstrates how AI-driven sales enablement can improve productivity, quality, and readiness—without disrupting existing systems or processes.