Raven
AI sales coaching for insurance
The coach on every call your producers make.
Raven listens on the phone system your agency already uses, and tells the producer what to do next — while the customer is still on the line.
Request early access
Works with RingCentral. Nothing for producers to install.
Works with the phone system you already have.
RingCentral today
Producers keep their extension
Nothing to install
How it works
Connect it once. It runs on every call after that.
Connect your phone system
An admin links the agency’s RingCentral account once and picks which extensions Raven should listen to.
Raven listens to the call
It follows the conversation as it happens and tracks the playbook for that customer and product.
The producer sees what to do
Coaching appears on their screen mid-call. The customer hears nothing — Raven only listens.
During the call
It speaks up when the call turns.
Raven watches for the moments that decide the sale and says one thing at a time — a checklist, not a script.
Price objections
When the customer pushes back on the number, Raven offers the question that reopens the conversation.
Buying signals
When they ask about start dates or payment, it flags the close before the moment passes.
Required disclosures
If your playbook requires a disclosure and it has not been read, Raven says so before the call ends.
Talking too much
After a minute of uninterrupted producer talk, it nudges them to ask something instead.
Buying signal
She asked when coverage could start — ask for the bind.
Disclosure missing
The payment authorization has not been read on this call.
Talking too long
82 seconds without a question. Ask what matters most to her.
After the call
The write-up is already done.
Every call comes back summarized, scored and searchable — without a producer typing notes after hangup.
Summary and follow-ups
What was agreed, what is still owed and the next step — written at hangup.
A scorecard on every call
Your agency’s rubric applied to all of them, not the three someone had time to listen to.
Sentiment and talk time
How the call moved, who talked, and how fast they spoke.
Ask about any call
Ask what the customer said about budget and get the answer with the line it came from.
For sales managers
Review the call without listening to all of it.
Open any call and read what happened. Leave a note on the exact moment it turned, so coaching lands on something the producer can hear back.
Every call is scored against the same rubric.
Comments attach to the moment, not the whole call.
New producers get the playbook their best producer already runs.
Built for insurance
Built for how insurance actually sells.
Not a generic call tool with an insurance page. The playbooks, the moments and the paperwork come from real agency calls.
A quote takes more than one call
Raven keeps the thread across calls: what was quoted, what was promised, and what is still open when they ring back.
More than one product
Auto, home, umbrella — the checklist follows the product being quoted instead of one generic script.
Disclosures, on the record
Required reads are part of the playbook, and every call keeps a transcript of what was actually said.
Card numbers do not stick around
Payment details spoken on a call are found in the transcript and redacted.
Questions
What agencies ask first.
Which phone systems work?
RingCentral today. Tell us what your agency runs and we will tell you honestly whether it is close.
Does the customer hear Raven?
No. Nothing joins the call and nothing plays audio. Coaching appears on the producer’s screen only.
What about recording consent?
Raven works from the calls your phone system already records, so your existing consent practice applies. The disclosure itself can sit in the playbook.
Where does our data live?
In AWS, in a database that belongs to your agency alone rather than a pool shared with other agencies.
Which languages?
English today.
What do we need to start?
A RingCentral account and the extensions you want Raven to listen to.
Coming soon
Practice calls — producers drill against realistic objections before a real lead is on the phone.
Early access
See it on your own calls.
We only use this to get back to you about early access.