Field coaching intelligence
Your agents are in the field right now. Do you know how their conversations are going?
Agent Elite gives insurance leaders real-time coaching intelligence on every conversation their agents have. Record. Score. Coach. Repeat.
The reality
You already know something is off
You hired good people. You trained them. You sent them into the field.
And then you stopped hearing what happens next.
You get the numbers at the end of the week. Production reports. Activity logs. Maybe a CRM entry if they remembered to fill it out.
But the conversations? The actual words your agents say when they sit across from a prospect? You have zero visibility into that.
So when someone's numbers start slipping, you're already three weeks behind. By the time the production report tells you there's a problem, the problem has been compounding in every conversation they've had since.
The cost of the gap
The gap between activity and execution is expensive
of new insurance agents wash out in the first 18 months. Most of them were never coached on their actual conversations.
is the average delay between an agent starting to drift and a leader noticing. By then the damage is done.
is the average cost to recruit, license, and onboard one insurance agent. Every one that washes out is that number walking out the door.
The reports tell you what happened. They never tell you why.
You can see that someone wrote zero apps last week. You cannot see that they fumbled the close on every walk-in because they pitched before identifying the decision maker. That gap between activity data and conversation quality is where production dies quietly.
The old way
You've tried fixing this before
Ride-alongs help. When you can do them. Which is maybe once a month per agent if your calendar cooperates. The rest of the time, your agents are on their own and you’re guessing.
Call recordings exist for phone teams. But field agents doing walk-ins? There's been nothing. No way to capture what happens at the door, at the kitchen table, in the lobby.
CRM notes are whatever the agent decided to type after the fact. Half the time it’s "spoke with prospect, will follow up." That tells you nothing about what actually went wrong.
The problem was never effort. Your agents are out there working. The problem is that the conversations happen in a black box and you only find out what went wrong when the numbers already show it.
The solution
Agent Elite puts you inside every conversation
Your agents tap one button before a walk-in, phone call, or enrollment conversation. Agent Elite records it, transcribes it, and scores it across five categories: Opening, Needs Analysis, Presentation, Objection Handling, and Close.
Then Ace, the AI coach, writes a full debrief. What went well. What to fix. Specific moments from the conversation with specific guidance. Your agents can read it or listen to it. A personal coaching session after every single conversation they have.
You see all of it. Every agent. Every score. Every trend. The dashboard shows you who's improving, who's slipping, and exactly where in their conversations the breakdown is happening.
Pick a type, tap record.
Score, summary, and Ace's debrief — read it or listen.
One system, two sides
Leaders get visibility. Agents get better.
For leaders
- See every agent's conversation scores in real time
- Spot drift in days instead of weeks
- Know exactly which skill to coach on (Opening? Close? Objection Handling?)
- Stop guessing who needs help
- Track improvement over time with trend data
For agents
- Get coached on every conversation automatically
- Listen to Ace break down what happened and what to do differently
- Practice against realistic scenarios before going into the field
- See your own scores and track your own growth
- Train on your schedule, not just when a leader is available
Agents practice against realistic scenarios before they walk through the door. Easy, Medium, and Hard difficulty levels.
The shift
What changes
Without Agent Elite
You train agents once, send them into the field, and wait for the numbers. By the time production tells you something is wrong, the agent has been repeating the same mistakes for weeks. You ride along when you can. You coach from memory. You hope the ones you invested in stick around long enough to get good.
With Agent Elite
Every conversation is captured, scored, and debriefed automatically. You see exactly where each agent is strong and where they're breaking down. You coach on specifics, not feelings. Agents improve faster because they get feedback after every conversation, not once a month. New hires ramp in weeks instead of wondering what they're doing wrong for months.
The right fit
This is for insurance leaders who are done guessing
If you lead a team of field agents and you've been relying on production numbers to tell you who's good and who's struggling, Agent Elite shows you the truth in real time.
You'll know which agents need coaching before their numbers drop. You'll know exactly what to coach them on. And your agents will get better faster because they're getting feedback on every conversation instead of waiting for the next ride-along.
No credit card required. Free plan includes recording, scoring, and Ace coaching.