Sell More Insurance Policies with Data-Driven Call Insights
Understand what closes policies and what kills deals
Increase policy sales and ensure compliance by analyzing every insurance call for proven techniques, objection responses, and regulatory adherence.
Challenges You Face
Agents Struggling with Price Objections
Prospects compare your quotes to online alternatives or competitors offering lower premiums. Agents discount or lose deals because they can't effectively articulate value beyond price, and you lack systematic data on which responses actually overcome pricing resistance.
High Agent Turnover Destroys Training ROI
You invest in training new insurance agents on product knowledge, compliance, and sales techniques—but turnover is high. When experienced agents leave, their knowledge walks out the door because it's not captured in reusable coaching materials.
Inconsistent Needs Assessment Across Team
Some agents do thorough discovery about coverage gaps, family situations, and risk tolerance. Others rush to quote without understanding needs, leading to poor fit policies and high cancellation rates. You lack visibility into who's selling consultatively versus transactionally.
Difficulty Proving Compliance in Sales Calls
Regulatory compliance requires proper disclosures and documentation. You need to verify agents are following scripts, making required disclosures, and handling objections appropriately—but manual call reviews are time-prohibitive across hundreds of calls.
How Callbricks Solves This
Price Objection Response Library
Analyze calls where agents successfully overcame pricing objections to identify effective techniques—reframing value, explaining coverage differences, discussing total cost of inadequate insurance. Build a library of proven responses for training.
Agent Performance Benchmarking
Track metrics like discovery question frequency, talk-time ratios, objection handling, and close rates across all agents. Identify top performers and struggling agents quickly, focusing coaching where it has the highest impact.
Needs-Based Selling Scorecards
Automatically score calls based on whether agents asked about family situation, existing coverage, risk tolerance, and long-term goals. Ensure your team is conducting proper needs analysis rather than just quoting premiums.
Compliance Keyword Monitoring
Search call transcripts for required disclosure language, proper terminology, and compliance red flags. Quickly audit hundreds of calls for regulatory adherence without manual listening, reducing compliance risk.
Real Use Cases
- ●Analyze 200 policy sales calls to identify the 5 most effective ways top agents handle 'too expensive' objections
- ●Track which discovery questions correlate with higher policy values and lower cancellation rates
- ●Build compliance reports showing that 95% of calls include required disclosures, satisfying regulatory audits
- ●Create training modules for new agents using real call examples of consultative needs assessment
- ●Identify that agents who ask about 'family health history' in first 10 minutes close 50% more life insurance policies
Frequently Asked Questions
Start Mining Your Sales Calls Today
Join agencies and insurance agencies who use Callbricks to extract actionable intelligence from every conversation.