For Insurance

Every inbound call, captured, coached, and compliant.

From ACA and Medicare to P&C and Final Expense, Attention records every inbound sales call, coaches reps in real time on objection handling, and flags compliance deviations before they become violations — all while CRM hygiene takes care of itself.

  • Real-time objection handling pulled from your top agents' winning calls
  • Automatic SOA, disclosure, and consent tracking across every conversation
  • AI QA on 100% of calls — not the 2% your manual reviewers can listen to
Attention AI performance scoring and battlecards
Attention call data syncing to Salesforce

Automated carrier & CRM capture.

Plan-accurate dispositions

Carrier, plan tier, monthly premium, effective date, and disposition pulled straight from the conversation — no post-call typing.

No more 'wrong carrier' reports

Auto-tagged with the carrier and plan type sold so commission reporting finally matches what actually closed.

Jagger Esch, Founder & CEO at Elite Insurance Partners
E
EElite Insurance Partners

"Now, being able to connect it to our Snowflake instance, to Salesforce, to send emails, to do all that type of stuff — you can do anything you can dream of. You can do it."

Jagger Esch

Founder & CEO

The insurance problem

Insurance sales is a volume game your competitors already gamed.

Pay-per-call pricing compressed margins. Agents take 60+ inbound calls a day across carriers and plan types. Compliance is non-negotiable. Without AI in the loop, you're losing deals and inviting risk.

01

Manual QA covers 2% of calls

One compliance manager listens to maybe 20 calls a week. The other 1,980? Unreviewed. That's where fines live and coaching moments get lost.

02

Objection handling kills conversion

65% of failed insurance calls are poor objection handling. Your top closer has the playbook in their head. Your new hire learns it 3 months too late.

03

CRM data dies on the phone

Plan type, carrier, disposition, follow-up — your CRM is only as good as what the rep types between calls. On a 60-call day, that's a disaster waiting for RevOps.

Real-time coaching

Post-call reviews miss the deal happening right now. Attention surfaces the right counter the moment a prospect hesitates — from your top agent's winning calls, not a 90-day-old script.

Instant objection counters

Battlecards surface live — premium pushback, competitor carriers, 'I need to think' — straight from calls that closed last week.

Compliance prompts

Missing SOA language or a state disclosure? Rep gets a silent on-screen reminder before the call ends, not in the post-call audit.

Attention battlecards surfacing live objection answers alongside a video call

How Attention helps you win

Post-call coaching matters. But the deals you're losing are happening live, on the 50th call of the day. Attention makes every agent sound like your top performer while you're focused on running the agency.

  • Replicate your top agent's plays across the team — automatically.
  • Measure which objections convert by carrier, plan type, and state.
  • Beat quota without adding headcount.
Attention AI email follow-up templates — Discovery Call Follow-up, Answer template, Follow-up template

Built for how insurance actually wins.

Real-time feedback

Know exactly what to say on the next call and improve the outcome every time — not weeks later in a QBR.

Track engagement

AI scores prospect engagement live and tells agents when to push harder or back off.

Build confidence

Live prompts on pace, speech, and reflexes build rep confidence in weeks — not the usual 90-day ramp.

Track progress

See every agent's close-rate trajectory, which carrier mix they win on, and where coaching pays off.

Automate success: your agency on autopilot.

Transform every insurance call into action. Attention connects to your dialer, CRM, carrier portals, and commission reporting — so insights don't die in a post-call review.

  • Auto-sync plan, carrier, premium, and disposition to Salesforce or AgencyZoom
  • Flag compliance deviations in real time with alerts to your ops leader
  • Route hot inbound leads to your top closer based on plan-type fit
Attention AI hub connecting Google Meet, Teams, and Zoom with automated workflows to CRM, tickets, and summaries

FAQ

Common questions from insurance teams.

Does Attention work with our existing dialer?+

Yes. Attention integrates with RingCentral, Five9, Aircall, Dialpad, Genesys, and most modern VoIP/contact center platforms. No rep workflow changes required.

How does Attention handle SOA and Medicare compliance?+

Attention auto-detects SOA language, CMS-required disclosures, and state-specific consent phrasing. Missing or non-compliant language is flagged in real time during the call and in post-call review.

Can we use Attention for P&C as well as health and life?+

Yes. Attention supports the full range of insurance verticals — ACA, Medicare, Final Expense, P&C, Commercial, Life, and Supplemental — with vertical-specific scorecards and battlecards.

How long are recordings retained?+

Retention is fully configurable per call type. Default policies align with industry practice: sales/advisory 5+ years, claims for claim duration + 6 years, complaints 5 years from resolution. All encrypted and access-controlled.

Score 100% of your calls. Close more. Stay compliant.

See an insurance-specific deployment plan with your call volume, dialer, and carrier mix.