Insurance brokers: train your advisors on quote follow-ups and renewals.

She requested a quote yesterday and checked “call me back.” She is only comparing the premium.

The customer says, “Just tell me the cheapest price.” Here's one possible response.

“I can do that. To compare equivalent plans, do you have any valuable equipment at home, for example for work?”

The ones your teams hear every week. The simulated customer brings them up at the right moment, depending on their mood and what you say.

• “I just want the cheapest price.”
• “Why is my premium going up? I haven't had an accident.”
• “I already have insurance for everything.”
• “Can my bank refuse?”
• “I don’t have time.”

Three common situations, each with a specific goal.

• Call a renter who requested a home insurance quote and is comparing prices. Goal: gather her needs and explain the deductible before discussing the price.
• Respond to a policyholder disputing a price increase at renewal. Goal: explain what is documented and review how they use the policy, without promising a decrease.
• Call an existing tradesperson customer to discuss their time off work due to illness or injury. Goal: secure fifteen minutes, without making any claims about their current coverage.

The Clozing library includes 4 scenarios for this industry and a “Insurance Brokerage: Follow-ups, Quotes, and Renewals” scorecard. Replace the fictional plans with your approved documents: coverage, deductibles, and exclusions. The scorecard evaluates how well advisors gather customer needs, follow the documents, and respect a refusal.

See how scenarios work.

• Following up on a request for a renters insurance quote
• Policyholder disputing a renewal increase
• Switching mortgage insurance
• Self-employed tradesperson without disability coverage

The free trial lasts 7 days, with no credit card required. The first guided call lasts three minutes, and the call report arrives right afterward.

Each call report gives you a score, phrases to change, and a phrase to say instead. The manager tracks everyone's progress. See the call report and pricing.

Don’t upload claims files or health data. The scenarios aren’t insurance advice and don’t replace your regulatory training. Have your compliance team approve coverage details and wording.

The call report is a learning aid that analyzes the call transcript. It doesn’t guarantee any results on your real calls.