INSUREU2 AI — Real-Time Guidance for Insurance Agencies
What Your Agents See · Live on Every Call

What Happens Inside Every Call
Is No Longer a Mystery.

See the tool your agents use in real time — and the operational picture it builds for you in the background.

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INSUREU2 AI · Agent View · Live Workers Compensation Call
Now Here's What You See

Every call your agents handle
becomes data you can act on.

When every agent uses the tool, you stop guessing about what's happening in your agency. You get full visibility into performance, sentiment, and opportunity — across every conversation, every day.

Everything happening in your agency — at a glance

Conversations observed, case notes generated, and performance scores across your entire team — updated continuously.

Agency Performance Overview
All agents · Last 30 days
Overview
Conversations Observed
897
Avg Conversation Time
5m 25s
Conversation Focus Time
5m 28s
Case Notes Generated
897
Case Notes Used
141
Case Note Usage Rate
16%
87
Agency Adoption Score
Excellent performance
69
Engagement Score
Excellent performance
78
Operational Performance
Excellent performance

See every agent, side by side

Conversations, RTG interaction rates, case note usage, sentiment scores, and adoption — all in one view.

Agent Performance
Individual agent metrics and engagement
Per Agent
Agent Conversations Avg Time RTG Interaction % Case Note % Sentiment Adoption
AGAgent 1
1933m 57s 37% 37% 92 88
AGAgent 2
1635m 18s 3% 3% 85 72
AGAgent 3
1473m 20s 4% 4% 94 91
AG
Agent 1
Performance Details
Coaching Intel
Conversations
193
Avg Time
3m 57s
Sentiment Score
92
Adoption Score
88
RTG Engagement
Interaction Rate37%
Acknowledgement Rate45%
Not Clicked11%
Top Contact Drivers
Service50
Billing33
New Business15
Renewals12

Know exactly which guidance is working

See which RTG cards were shown, which agents acted on them, and which opportunities were dismissed.

Real Time Guidance
RTG analytics and interaction metrics
RTG Insights
Total RTGs Shown
693
Interaction %
12.3%
Acknowledgement %
7.0%
Dismiss %
5.3%
Not Clicked %
87.7%
Documentation
CASE NOTES
Times Shown192
Interaction7.9%
1.6%Acknowledge
6.3%Dismiss
Pricing
I don't know my rate
Times Shown71
Interaction21.1%
16.9%Acknowledge
4.2%Dismiss
Cross-sell
Auto Bundle Opportunity
Times Shown64
Interaction11.0%
4.7%Acknowledge
6.3%Dismiss
Policy Update
Auto Change - Vehicle
Times Shown112
Interaction11.6%
8.0%Acknowledge
3.6%Dismiss
Service
Auto Coverage Review
Times Shown50
Interaction16.0%
12.0%Acknowledge
4.0%Dismiss
Service
GL Certificate Request
Times Shown44
Interaction9.1%
6.8%Acknowledge
2.3%Dismiss

Understand the tone and reason behind every call

Agency-wide sentiment tracking and contact driver breakdown — so you always know how customers are feeling and why they're calling.

Sentiment Analysis
Agent and customer sentiment tracking
Customer Experience
♡ Overall Agency Sentiment
Positive
72%
Neutral
24%
Negative
4%
Agent Sentiment Distribution
Positive
Neutral
Negative
75%
Positive
20%
Neutral
5%
Negative
Customer Sentiment Distribution
Positive
Neutral
Negative
68%
Positive
28%
Neutral
4%
Negative
Call Volume by Contact Driver
Why customers are calling — and how each call type is performing
Call Intelligence
📞 Service
Volume340
Avg Time5m 12s
82% Pos
15% Neu
3% Neg
📞 Billing
Volume215
Avg Time4m 45s
60% Pos
35% Neu
5% Neg
📞 New Business
Volume142
Avg Time6m 30s
75% Pos
21% Neu
4% Neg
📞 Renewals
Volume98
Avg Time5m 40s
73% Pos
23% Neu
4% Neg
📞 Claims
Volume102
Avg Time7m 20s
65% Pos
30% Neu
5% Neg

The tool helps agents.
The data runs your agency.

👁

See every conversation without being on it

Know how your agents are engaging, what guidance they're using, and where the gaps are — without shadowing a single call.

📊

Coach with data, not instinct

When it's time to develop an agent, you have interaction rates, sentiment scores, and contact drivers telling you exactly what to address.

🔍

Spot patterns before they become problems

Objection trends, dismissed opportunities, low acknowledgement rates — you see them at the agency level before they show up in your results.

The reaction when leaders
see the full picture

"

That's incredible. I've never seen anything guide agents in real time like this.

Agency OwnerIndependent Insurance Agency
"

I can't be on every call. This solves that.

District Operations LeaderMulti-Location Agency Group
"

The difference is it's prompting what to say during the call, not after.

Agency OwnerIndependent Insurance Agency

See What Your Agency Looks Like When Every Agent Is Supported

We'll walk through your team, your workflows, and show you exactly what this looks like in your environment.

Schedule Your Walkthrough