AI sales performance for insurance
AI sales performance for insurance
AI sales performance for insurance
Help your insurance team
Help your insurance team
Help your insurance team
Eubrics is the AI-powered insurance sales training platform built for carriers and brokers — practice before, guidance during, improvement after.
Days to Producer Ramp
Days to Producer Ramp
90 → 15
90 → 15
90 → 15
Higher Closure During Nesting
Higher Closure During Nesting
19%
19%
19%
Higher Revenue During Deployment
Higher Revenue During Deployment
37%
37%
37%
Before Call
Practice
AI Sales Roleplay
Benjamin Clark
English
Urban Affluent Cardholder
Why should I switch?
During Call
Guide
Live Call Guidance
After Call
Improve
Post-Call Analytics
Before Call
Practice
AI Sales Roleplay
Benjamin Clark
English
Urban Affluent Cardholder
Why should I switch?
During Call
Guide
Live Call Guidance
After Call
Improve
Post-Call Analytics
Before Call
Practice
AI Sales Roleplay
Benjamin Clark
English
Urban Affluent Cardholder
Why should I switch?
During Call
Guide
Live Call Guidance
After Call
Improve
Post-Call Analytics
Before Call
Practice
AI Sales Roleplay
Benjamin Clark
English
Urban Affluent Cardholder
Why should I switch?
During Call
Guide
Live Call Guidance
After Call
Improve
Post-Call Analytics
Trusted by leading enterprises across industries
Trusted by leading enterprises across industries
Trusted by leading enterprises across industries
Trusted by leading enterprises across industries
WHERE INSURANCE REVENUE LEAKS
WHERE INSURANCE REVENUE LEAKS
Producers don't need more content. They need better conversations.
Producers don't need more content. They need better conversations.
Producers don't need more content. They need better conversations.
Knowing the policy isn't the problem. Handling real prospects is.
Slow time to production
Slow time to production
Slow time to production
New producers take too long to become confident in real conversations.
New producers take too long to become confident in real conversations.
DELAYED PRODUCTION
DELAYED PRODUCTION
Coaching cannot scale
Coaching cannot scale
Coaching cannot scale
Managers can't be on every call. Feedback is inconsistent and comes too late.
Managers can't be on every call. Feedback is inconsistent and comes too late.
INCONSISTENT PERFORMANCE
INCONSISTENT PERFORMANCE
Price dominates the conversation
Price dominates the conversation
Producers defend the premium instead of communicating value and outcomes.
MORE DISCOUNTING
MORE DISCOUNTING
One policy ends. Growth stops.
One policy ends. Growth stops.
Cross-sell and protection opportunities are missed.
Cross-sell and protection opportunities are missed.
Cross-sell and protection opportunities are missed.
Lower Customer Revenue
Lower Customer Revenue
Complexity creates inconsistency
Complexity creates inconsistency
Different states, products, and rules lead to different conversations.
Different states, products, and rules lead to different conversations.
COMPLIANCE EXPOSURE
COMPLIANCE EXPOSURE
PROVEN OPERATING METRICS
PROVEN OPERATING METRICS
Insurance Sales Training Results That Drive Real Business Impact
Insurance Sales Training Results That Drive Real Business Impact
Insurance Sales Training Results That Drive Real Business Impact
Selected results from insurance advisor and U.S. insurance broker deployments.
90 → 15 Days
90 → 15 Days
Days to Producer Ramp
Ramp time reduced by 6× during an advisor enablement deployment.
19%
19%
Higher Closure During Nesting
Improvement measured during nesting for a U.S. insurance broker.
Improvement measured during nesting for a US insurance broker.
37%
Higher Revenue in Selected Deployments
Per-client revenue improvement through high-performer identification and placement.
~99%
Certification Rate After Induction
Certification achieved after onboarding in the same insurance case study.
90 → 15 Days
Days to Producer Ramp
Ramp time reduced by 6× during an advisor enablement deployment.
37%
Higher Revenue in Selected Deployments
Per-client revenue improvement through high-performer identification and placement.
19%
Higher Closure During Nesting
Improvement measured during nesting for a US insurance broker.
~99%
Certification Rate After Induction
Certification achieved after onboarding in the same insurance case study.
Built around your distribution model
Insurance Sales Training Built for How Carriers and Brokers Actually Sell
Insurance Sales Training Built for How Carriers and Brokers Actually Sell
Insurance Sales Training Built for How Carriers and Brokers Actually Sell
Choose your model to see the commercial problems Eubrics helps solve—and the conversations producers need to handle better.
Insurance Carriers
Agencies & brokers
For carrier sales & distribution leaders
Help producers sell value—not default to price.
Standardize how producers defend your carrier, explain protection, and grow one policy into a broader household relationship.
Ramp
Know who is customer-ready sooner.
Close
Handle price without leading with discounts.
Expand
Introduce the right additional line at the right time.
Customer objection:
Why should I pay more for your carrier?
Better producer move:
Compare equivalent coverage before defending price.
Coverage
Claims support
Home bundle
Insurance Carriers
Agencies & brokers
For carrier sales & distribution leaders
Help producers sell value—not default to price.
Standardize how producers defend your carrier, explain protection, and grow one policy into a broader household relationship.
Ramp
Know who is customer-ready sooner.
Close
Handle price without leading with discounts.
Expand
Introduce the right additional line at the right time.
Customer objection:
Why should I pay more for your carrier?
Better producer move:
Compare equivalent coverage before defending price.
Coverage
Claims support
Home bundle
Insurance Carriers
Agencies & brokers
For carrier sales & distribution leaders
Help producers sell value—not default to price.
Standardize how producers defend your carrier, explain protection, and grow one policy into a broader household relationship.
Ramp
Know who is customer-ready sooner.
Close
Handle price without leading with discounts.
Expand
Introduce the right additional line at the right time.
Customer objection:
Why should I pay more for your carrier?
Better producer move:
Compare equivalent coverage before defending price.
Coverage
Claims support
Home bundle
The complete producer-performance system
Practice Before, Support During, Improve After — Sales Training That Covers Every Producer Call
One connected producer-performance system for readiness, live execution, and measurable coaching.
Before the Call
AI Sales Roleplay
During the Call
Real-Time Guidance
After the Call
Post-Call Analytics
Get producers customer-ready faster.
Producers rehearse realistic insurance conversations across customer personalities, products, states, objections, and levels of difficulty—without consuming manager time.
Inbound Call
Charles Rodriguez
Moderate
Primary Family Provider
English
Thoughtful
Neutral
Earn 10 XP
Inbound Call
Daniel Anderson
Moderate
Safety-Focused Vehicle Owner
English
Neutral
Rude
Earn 10 XP
The complete producer-performance system
Practice before. Support during. Improve after.
One connected producer-performance system for readiness, live execution, and measurable coaching.
Before the Call
AI Sales Roleplay
During the Call
Real-Time Guidance
After the Call
Post-Call Analytics
Get producers customer-ready faster.
Producers rehearse realistic insurance conversations across customer personalities, products, states, objections, and levels of difficulty—without consuming manager time.
Inbound Call
Charles Rodriguez
Moderate
Primary Family Provider
English
Thoughtful
Neutral
Earn 10 XP
Inbound Call
Daniel Anderson
Moderate
Safety-Focused Vehicle Owner
English
Neutral
Rude
Earn 10 XP
The complete producer-performance system
Practice before. Support during. Improve after.
One connected producer-performance system for readiness, live execution, and measurable coaching.
Before the Call
AI Sales Roleplay
During the Call
Real-Time Guidance
After the Call
Post-Call Analytics
Get producers customer-ready faster.
Producers rehearse realistic insurance conversations across customer personalities, products, states, objections, and levels of difficulty—without consuming manager time.
Inbound Call
Charles Rodriguez
Moderate
Primary Family Provider
English
Thoughtful
Neutral
Earn 10XP
Inbound Call
Daniel Anderson
Moderate
Safety-Focused Vehicle Owner
English
Neutral
Rude
Earn 10XP
The complete producer-performance system
Practice before. Support during. Improve after.
One connected producer-performance system for readiness, live execution, and measurable coaching.
Before the Call
AI Sales Roleplay
During the Call
Real-Time Guidance
After the Call
Post-Call Analytics
Get producers customer-ready faster.
Producers rehearse realistic insurance conversations across customer personalities, products, states, objections, and levels of difficulty—without consuming manager time.
Inbound Call
Charles Rodriguez
Moderate
Primary Family Provider
English
Thoughtful
Neutral
Earn 10XP
Inbound Call
Daniel Anderson
Moderate
Safety-Focused Vehicle Owner
English
Neutral
Rude
Earn 10XP
Insurance-Native AI Roleplay
Sales Training for the Conversations Insurance Producers Actually Have
Sales Training for the Conversations Insurance Producers Actually Have
Sales Training for the Conversations Insurance Producers Actually Have
Every AI scenario adapts to your products, customers, regulations, and sales process.
Home
Auto
Life
Health
Commercial
Scenario:
Homeowner comparing price and hurricane coverage.
Florida
Renewal
Detail-Oriented
Home + auto bundle
Question:
Why is the hurricane deductible separate from my regular deductible?
Conversation Skills Evaluated
Scenario Context
Replacement-cost explanation
Wind hail named storm deductibles
Water backup exposure
Service-line options
Success Criteria
Clear Coverage
Value Selling
Cross-sell Timing
Customer Understanding
Home
Auto
Life
Health
Commercial
Scenario:
Homeowner comparing price and hurricane coverage.
Florida
Renewal
Detail-Oriented
Home + auto bundle
Question:
Why is the hurricane deductible separate from my regular deductible?
Conversation Skills Evaluated
Scenario Context
Replacement-cost explanation
Wind hail named storm deductibles
Water backup exposure
Service-line options
Success Criteria
Clear Coverage
Value Selling
Cross-sell Timing
Customer Understanding
Home
Auto
Life
Health
Commercial
Scenario:
Homeowner comparing price and hurricane coverage.
Florida
Renewal
Detail-Oriented
Home + auto bundle
Question:
Why is the hurricane deductible separate from my regular deductible?
Conversation Skills Evaluated
Scenario Context
Replacement-cost explanation
Wind hail named storm deductibles
Water backup exposure
Service-line options
Success Criteria
Clear Coverage
Value Selling
Cross-sell Timing
Customer Understanding
Try an insurance customer
Meet the Insurance Buyers Your Producers Need to Be Ready For
Meet the Insurance Buyers Your Producers Need to Be Ready For
Meet the Insurance Buyers Your Producers Need to Be Ready For
Start with personal lines, then explore life and commercial conversations built around realistic customer objections.
Inbound Call
Moderate
Christopher Lee
Health-Conscious Family Planner
English
Thoughtful
Neutral
Explain your product and convince the customer to move to the next step...
Outbound call
Moderate
Daniel Anderson
Safety-Focused Vehicle Owner
English
Polite
Patient
Explain your product and convince the customer to move to the next step...
Inbound Call
Moderate
Robert Wilson
Property-Conscious Homeowner
English
Optimistic
Patient
Explain your product and convince the customer to move to the next step...
Discovery Call
Moderate
Robert Brown
Primary Family Provider
English
Optimistic
Patient
Explain your product and convince the customer to move to the next step...
Customer results
Real Results from Teams Using AI Roleplay
Teams started with a clear goal, saw impact, and scaled what worked.
Guillermo Mata
“ My team and I had a great time using the Eubrics AI bots to pitch our product and handle objections that were spot-on to what we hear from real clients. It gave us a fun, real-time way to practice and warm up before actual sales calls. The scoring insights were surprisingly accurate and gave me clear visibility into my team’s performance. “
Christian Zaragoza
Himani Vardhani
“ As a sales trainer and roleplay lover, Eubrics has changed the game for me. The AI generates real-world objections and diverse responses that go beyond typical classroom roleplays, while custom metrics give us measurable insight into agent growth. The ability to tailor scenarios to our training programs has been incredibly valuable—and this feels like just the beginning. "
Guillermo Mata
Christian Zaragoza
“ Through our affiliation with Eubrics AI, participants in our 4-week training had access to AI-enhanced assessments, virtual mentoring, and interactive practice that reinforced real learning. Rather than encouraging shortcuts, Eubrics helped participants truly master concepts and think better on their feet- supporting stronger service delivery, empathy, and handling of tense situations. "
Rupal Shah Koshy
“ With the support of the Eubrics AI team, we built a technology-driven capability-building ecosystem for our frontline retail sales teams. This initiative is enabling Safari to deliver a consistent and superior customer experience across stores, while strengthening objection handling, boosting confidence, and enhancing brand storytelling. “
Nakul Sharma
Regional Head HR - North @Safari
Priya Nayak
“ Eubrics’ AI-powered learning module has been a key intervention in our ELP leadership academy at Airtel, enabling personalized development journeys aligned to individual roles and needs, making learning more impactful and engaging. The platform provides targeted interventions, strong visibility into progress, and data-backed insights on capability building. Our partnership with the Eubrics team has been seamless and highly supportive throughout. "
Himani Vardhani
Sr. Learning Partner at Airtel
Nakul Sharma
Shivani Mishra
Customer results
Real Results from Teams Using AI Roleplay
Teams started with a clear goal, saw impact, and scaled what worked.
Guillermo Mata
“ My team and I had a great time using the Eubrics AI bots to pitch our product and handle objections that were spot-on to what we hear from real clients. It gave us a fun, real-time way to practice and warm up before actual sales calls. The scoring insights were surprisingly accurate and gave me clear visibility into my team’s performance. “
Christian Zaragoza
Himani Vardhani
“ As a sales trainer and roleplay lover, Eubrics has changed the game for me. The AI generates real-world objections and diverse responses that go beyond typical classroom roleplays, while custom metrics give us measurable insight into agent growth. The ability to tailor scenarios to our training programs has been incredibly valuable—and this feels like just the beginning. "
Guillermo Mata
Christian Zaragoza
“ Through our affiliation with Eubrics AI, participants in our 4-week training had access to AI-enhanced assessments, virtual mentoring, and interactive practice that reinforced real learning. Rather than encouraging shortcuts, Eubrics helped participants truly master concepts and think better on their feet- supporting stronger service delivery, empathy, and handling of tense situations. "
Rupal Shah Koshy
“ With the support of the Eubrics AI team, we built a technology-driven capability-building ecosystem for our frontline retail sales teams. This initiative is enabling Safari to deliver a consistent and superior customer experience across stores, while strengthening objection handling, boosting confidence, and enhancing brand storytelling. “
Nakul Sharma
Regional Head HR - North @Safari
Priya Nayak
“ Eubrics’ AI-powered learning module has been a key intervention in our ELP leadership academy at Airtel, enabling personalized development journeys aligned to individual roles and needs, making learning more impactful and engaging. The platform provides targeted interventions, strong visibility into progress, and data-backed insights on capability building. Our partnership with the Eubrics team has been seamless and highly supportive throughout. "
Himani Vardhani
Sr. Learning Partner at Airtel
Nakul Sharma
Shivani Mishra
Customer results
Real Results from Teams Using AI Roleplay
Teams started with a clear goal, saw impact, and scaled what worked.
Guillermo Mata
“ My team and I had a great time using the Eubrics AI bots to pitch our product and handle objections that were spot-on to what we hear from real clients. It gave us a fun, real-time way to practice and warm up before actual sales calls. The scoring insights were surprisingly accurate and gave me clear visibility into my team’s performance. “
Christian Zaragoza
Himani Vardhani
“ As a sales trainer and roleplay lover, Eubrics has changed the game for me. The AI generates real-world objections and diverse responses that go beyond typical classroom roleplays, while custom metrics give us measurable insight into agent growth. The ability to tailor scenarios to our training programs has been incredibly valuable—and this feels like just the beginning. "
Guillermo Mata
Christian Zaragoza
“ Through our affiliation with Eubrics AI, participants in our 4-week training had access to AI-enhanced assessments, virtual mentoring, and interactive practice that reinforced real learning. Rather than encouraging shortcuts, Eubrics helped participants truly master concepts and think better on their feet- supporting stronger service delivery, empathy, and handling of tense situations. "
Rupal Shah Koshy
“ With the support of the Eubrics AI team, we built a technology-driven capability-building ecosystem for our frontline retail sales teams. This initiative is enabling Safari to deliver a consistent and superior customer experience across stores, while strengthening objection handling, boosting confidence, and enhancing brand storytelling. “
Nakul Sharma
Regional Head HR - North @Safari
Priya Nayak
“ Eubrics’ AI-powered learning module has been a key intervention in our ELP leadership academy at Airtel, enabling personalized development journeys aligned to individual roles and needs, making learning more impactful and engaging. The platform provides targeted interventions, strong visibility into progress, and data-backed insights on capability building. Our partnership with the Eubrics team has been seamless and highly supportive throughout. "
Himani Vardhani
Sr. Learning Partner at Airtel
Nakul Sharma
Shivani Mishra
Customer results
Real Results from Teams Using AI Roleplay
Teams started with a clear goal, saw impact, and scaled what worked.
Guillermo Mata
“ My team and I had a great time using the Eubrics AI bots to pitch our product and handle objections that were spot-on to what we hear from real clients. It gave us a fun, real-time way to practice and warm up before actual sales calls. The scoring insights were surprisingly accurate and gave me clear visibility into my team’s performance. “
Christian Zaragoza
Himani Vardhani
“ As a sales trainer and roleplay lover, Eubrics has changed the game for me. The AI generates real-world objections and diverse responses that go beyond typical classroom roleplays, while custom metrics give us measurable insight into agent growth. The ability to tailor scenarios to our training programs has been incredibly valuable—and this feels like just the beginning. "
Guillermo Mata
Christian Zaragoza
“ Through our affiliation with Eubrics AI, participants in our 4-week training had access to AI-enhanced assessments, virtual mentoring, and interactive practice that reinforced real learning. Rather than encouraging shortcuts, Eubrics helped participants truly master concepts and think better on their feet- supporting stronger service delivery, empathy, and handling of tense situations. "
Rupal Shah Koshy
“ With the support of the Eubrics AI team, we built a technology-driven capability-building ecosystem for our frontline retail sales teams. This initiative is enabling Safari to deliver a consistent and superior customer experience across stores, while strengthening objection handling, boosting confidence, and enhancing brand storytelling. “
Nakul Sharma
Regional Head HR - North @Safari
Priya Nayak
“ Eubrics’ AI-powered learning module has been a key intervention in our ELP leadership academy at Airtel, enabling personalized development journeys aligned to individual roles and needs, making learning more impactful and engaging. The platform provides targeted interventions, strong visibility into progress, and data-backed insights on capability building. Our partnership with the Eubrics team has been seamless and highly supportive throughout. "
Himani Vardhani
Sr. Learning Partner at Airtel
Nakul Sharma
Shivani Mishra
Built around your distribution model
Built around your distribution model
From Induction to Production — Insurance Sales Training That Cuts Ramp Time
From Induction to Production — Insurance Sales Training That Cuts Ramp Time
From Induction to Production — Insurance Sales Training That Cuts Ramp Time
Realistic practice, consistent scoring, and targeted coaching turn readiness into a measurable operating metric.
What changed
Readiness stopped being a manager’s best guess.
Practice
Insurance-specific customer conversations.
Measure
Consistent competency and process scoring.
Coach
Targeted recommendations for the next attempt.
~99%
Certification After Induction
19%
Higher Closure During Nesting
37%
Higher Revenue in a Selected Deployment
Objection Handling
Value Articulation
100
100
100
100
80
80
80
80
60
60
60
60
40
40
40
40
20
20
20
20
0
0
0
0
Score
Score
Score
Score
Day 1
Day 1
Day 1
Day 1
Day 2
Day 2
Day 2
Day 2
Day 3
Day 3
Day 3
Day 3
Day 4
Day 4
Day 4
Day 4
Day 6
Day 6
Day 6
Day 6
Days
Days
Days
Days
Built for how enterprises buy
A compliance posture that security and procurement can sign off on quickly.
4.7 out of 5
G2 Rating
ISO 27001 certified
Independently audited information security management system.
SOC 2 compliant
Controls audited for security, availability, and confidentiality.
End-to-End Encryption
Data encrypted at rest and in transit across every call and record.
Role-based access
Granular permissions so managers, reps, and admins see only what they should.
Built for how enterprises buy
A compliance posture that security and procurement can sign off on quickly.
4.7 out of 5
G2 Rating
ISO 27001 certified
Independently audited information security management system.
SOC 2 compliant
Controls audited for security, availability, and confidentiality.
End-to-End Encryption
Data encrypted at rest and in transit across every call and record.
Role-based access
Granular permissions so managers, reps, and admins see only what they should.
Built for how enterprises buy
A compliance posture that security and procurement can sign off on quickly.
4.7 out of 5
G2 Rating
ISO 27001 certified
Independently audited information security management system.
SOC 2 compliant
Controls audited for security, availability, and confidentiality.
End-to-End Encryption
Data encrypted at rest and in transit across every call and record.
Role-based access
Granular permissions so managers, reps, and admins see only what they should.
Built for how enterprises buy
A compliance posture that security and procurement can sign off on quickly.
4.7 out of 5
G2 Rating
ISO 27001 certified
Independently audited information security management system.
SOC 2 compliant
Controls audited for security, availability, and confidentiality.
End-to-End Encryption
Data encrypted at rest and in transit across every call and record.
Role-based access
Granular permissions so managers, reps, and admins see only what they should.
Connect Eubrics to the systems your teams already use.
Bring together role data, employee information, learning resources, performance signals, and development activity across your existing HR and learning ecosystem—without replacing the tools you already use.
CRM
HRMS
ATS
Communication & SSO
Salesforce
HubSpot
Freshsales
Zoho CRM
10+ More Integrations
Connect Eubrics to the systems your teams already use.
Bring together role data, employee information, learning resources, performance signals, and development activity across your existing HR and learning ecosystem—without replacing the tools you already use.
CRM
HRMS
ATS
Communication & SSO
Salesforce
HubSpot
Freshsales
Zoho CRM
10+ More Integrations
Connect Eubrics to the systems your teams already use.
Bring together role data, employee information, learning resources, performance signals, and development activity across your existing HR and learning ecosystem—without replacing the tools you already use.
CRM
HRMS
ATS
Communication & SSO
Salesforce
HubSpot
Freshsales
Zoho CRM
10+ More Integrations
Connect Eubrics to the systems your teams already use.
Bring together role data, employee information, learning resources, performance signals, and development activity across your existing HR and learning ecosystem—without replacing the tools you already use.
CRM
HRMS
ATS
Communication & SSO
Salesforce
HubSpot
Freshsales
Zoho CRM
10+ More Integrations
See it on your sales motion
See Eubrics Handle a Real Conversation Your Producers Face Every Day
Share one product, one customer type, and one difficult objection. We’ll show you how Eubrics prepares the producer, supports the live conversation, and turns the completed call into coaching.
No Generic Platform Tour
Built Around Your Insurance Product
Focused on The Outcome You Need to Move
4.7 out of 5
G2 Rating
See it on your sales motion
See Eubrics Handle a Real Conversation Your Producers Face Every Day
Share one product, one customer type, and one difficult objection. We’ll show you how Eubrics prepares the producer, supports the live conversation, and turns the completed call into coaching.
No Generic Platform Tour
Built Around Your Insurance Product
Focused on The Outcome You Need to Move
4.7 out of 5
G2 Rating
See it on your sales motion
See Eubrics Handle a Real Conversation Your Producers Face Every Day
Share one product, one customer type, and one difficult objection. We’ll show you how Eubrics prepares the producer, supports the live conversation, and turns the completed call into coaching.
No Generic Platform Tour
Built Around Your Insurance Product
Focused on The Outcome You Need to Move
4.7 out of 5
G2 Rating
See it on your sales motion
See Eubrics Handle a Real Conversation Your Producers Face Every Day
Share one product, one customer type, and one difficult objection. We’ll show you how Eubrics prepares the producer, supports the live conversation, and turns the completed call into coaching.
No Generic Platform Tour
Built Around Your Insurance Product
Focused on The Outcome You Need to Move
4.7 out of 5
G2 Rating