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INSUREU2 AI — Know Where Revenue Opportunities Are Being Lost
AI-Powered Insurance Operations

Know Where Revenue
Opportunities Are Being Lost

INSUREU2 AI helps agencies identify missed revenue opportunities, improve consistency, accelerate onboarding, and gain visibility into operational performance — across every conversation, every agent, every day.

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Download: Operational Blind Spot Report
45%
Faster Agent Ramp-Up
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25%
More Revenue Opportunities Captured
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35%+
Cancel-Save Success Rate
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18%
Increase in Conversion Performance
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The Visibility Gap

Most Agencies Can't See:

The opportunities are already in your conversations. You just can't see them yet.

Revenue sitting in existing conversations that never gets surfaced. Every service call, renewal, and billing inquiry is a potential cross-sell moment — but without visibility, those opportunities pass unnoticed.
No visibility into why some agents outperform others. Without conversation-level data, leaders are coaching on intuition rather than evidence — making it hard to replicate what top performers do.
Inefficiencies that slow your team and frustrate customers. When call types, handle times, and resolution rates aren't visible, operational drag goes unaddressed and quietly compounds.
New agents taking too long to reach full productivity. Without embedded institutional knowledge and real-time guidance, producers spend months learning what they could have had from day one.
Cancellations you could have prevented if you'd seen the signals. Sentiment shifts, service friction, and unaddressed coverage gaps are detectable — but only if you're listening at the conversation level.
Quotes, renewals, and service calls where value was left on the table. This isn't about new leads — it's about fully capturing the revenue potential already inside your existing book of business.
Customers who need more coverage and don't know it yet. Proactive coverage conversations build trust, reduce E&O exposure, and create natural upsell moments — but only when agents are prompted at the right time.
Single-policy households that should be multi-policy relationships. INSUREU2 surfaces rounding prompts during live calls so agents never miss the moment to ask about home, auto, life, or benefits.

Sound familiar? You're not alone — and it's fixable.

Request a Call — See It in Action Download: Operational Blind Spot Report
How It Works

Five Steps from Conversation to Intelligence

Every customer interaction is observed and transcribed in real time — calls, service touchpoints, renewals, and new business conversations. No manual input required. The platform begins capturing intelligence from the first call.
AI surfaces cross-sell signals, retention risks, coverage gaps, and coaching moments as they happen. Not in a report the next morning — during the conversation, while there's still time to act.
Agents receive on-screen prompts during live calls — the right information at the right moment without interrupting the conversation. Coverage reminders, cross-sell cues, compliance disclosures, and retention talking points appear contextually based on what's being discussed.
Leaders see what's happening across every agent and every call. Performance trends, coaching data, sentiment analysis, call volume by type, and revenue insights are all available in a single dashboard — updated continuously.
Measure what's improving, where to focus, and how decisions are translating into business outcomes over time. The 90-day pilot framework gives you baseline, optimization, and scale milestones so ROI is never ambiguous.
The Platform

See It in Action

Real data. Real workflows. Built specifically for insurance operations.

Agency Overview

Everything happening in your agency — at a glance

Conversations observed, case notes generated, and performance scores across your entire team — updated continuously so you're never operating on yesterday's data.

  • Live conversation volume tracking
  • Agency-wide adoption and engagement scores
  • Case note generation and usage rates
  • Operational performance benchmarks
  • 30-day rolling trend visibility
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
87Agency Adoption Score
Excellent
69
69Engagement Score
Excellent
78
78Operational Performance
Excellent
Real-Time Guidance

The right prompt, at the right moment

While an agent is on a call, INSUREU2 AI is listening and surfaces relevant guidance — cross-sell opportunities, compliance reminders, coverage questions — without interrupting the conversation flow.

  • Live cross-sell and account rounding prompts
  • Compliance and disclosure reminders
  • Coverage comparison assistance
  • Case note auto-generation
  • Acknowledge / dismiss tracking per agent
Live Call · Caller 1 RTG ACTIVE
Client
Hey, I just moved to the area and I need to set up car insurance.
Agent
No problem! We can help with that. Can you tell me about your vehicle?
Client
It's a 2021 Honda CR-V that I use for commuting.
Agent
Got it. And how much coverage are you looking for?
Client
I'd like full coverage including collision and comprehensive.
RTG Guidance · Cross-Sell · 2 of 2
Client qualifies for Multi-Policy — "Ask if we can also help with their home or renters"
Agent Performance

Individual metrics for every producer on your team

Move beyond gut feel. See exactly how each agent is performing across conversations, guidance engagement, sentiment, and adoption — with drill-down coaching intelligence per agent.

  • Per-agent conversation volume and avg time
  • RTG interaction and acknowledgement rates
  • Sentiment scores by agent
  • Adoption scores and trend tracking
  • Top contact drivers per producer
Agent Performance · Individual metrics and engagement PER AGENT
AgentConversationsAvg Time RTG %SentimentAdoption
AGAgent 11933m 57s37%9288
AGAgent 21635m 18s3%8572
AGAgent 31473m 20s4%9491
Agent 1 — Performance Details
193
Conversations
3m 57s
Avg Time
92
Sentiment
88
Adoption
Call Intelligence

Not just what customers are calling about — why, and what's happening inside each conversation

Every call is categorized by contact driver and broken into sub-drivers — so you see exactly where handle time, sentiment, and volume are concentrated across your team.

  • Volume and avg time per contact driver
  • Sub-driver breakdown within each call type
  • Positive / Neutral / Negative sentiment per driver
  • Conversation count per sub-driver
  • Identify bottlenecks and coaching opportunities by call type
Call Intelligence · Contact Driver Analysis CALL INTELLIGENCE
Total Volume
492
Avg Time
7m 41s
Positive %
84%
Sub-Drivers
Policy Changes
Avg Time: 8m 33s
145
conversations
Add / Remove Items
Avg Time: 11m 39s
126
conversations
General Account Support
Avg Time: 3m 10s
101
conversations
ID Cards / Documents
Avg Time: 5m 25s
85
conversations
Coverage Questions
Avg Time: 9m 26s
33
conversations
Policy Review
Avg Time: 1m 21s
2
conversations
Volume
492
Avg Time
7m 41s
Positive
84%
Policy Changes
8m 33s avg
145
convos
Add / Remove Items
11m 39s avg
126
convos
General Account Support
3m 10s avg
101
convos
ID Cards / Documents
5m 25s avg
85
convos
Coverage Questions
9m 26s avg
33
convos
Policy Review
1m 21s avg
2
convos
Volume
301
Avg Time
9m 11s
Positive
85%
Payment Processing
11m 26s avg
93
convos
Billing Questions
7m 48s avg
91
convos
Late Payment / Reinstatement
8m 00s avg
60
convos
Payment Issues
19m 31s avg
20
convos
Refund Requests
4m 15s avg
20
convos
Payment Method Changes
4m 48s avg
17
convos
Volume
179
Avg Time
9m 30s
Positive
81%
Quote Request
10m 30s avg
118
convos
Policy Binding
9m 09s avg
35
convos
Underwriting Questions
5m 53s avg
15
convos
Application Completion
1m 18s avg
6
convos
Coverage Review
16m 44s avg
4
convos
Declined / Not Taken
0m 57s avg
1
convos
Volume
114
Avg Time
9m 12s
Positive
83%
Renewal Review
6m 00s avg
35
convos
Shopping / Re-Marketing
11m 30s avg
33
convos
Renewal Confirmation
13m 58s avg
20
convos
Rate Increase Questions
8m 18s avg
15
convos
Non-Renewal Notices
5m 53s avg
10
convos
Renewal Offers
4m 46s avg
1
convos
Volume
90
Avg Time
6m 13s
Positive
87%
Claim Reporting
8m 12s avg
34
convos
Adjuster Coordination
4m 42s avg
16
convos
Claim Documentation
2m 49s avg
15
convos
Coverage Clarification
9m 48s avg
12
convos
Claim Status
3m 59s avg
10
convos
Claim Disputes
3m 49s avg
3
convos
Sentiment Analysis

Agent and customer sentiment — tracked across every interaction

Understand the emotional tone of your agency's conversations. Identify which agents, call types, or time periods are generating friction — before it becomes a retention problem.

  • Overall agency sentiment score
  • Agent vs. customer sentiment split
  • Positive / Neutral / Negative distribution
  • Sentiment trends by call type and agent
  • Early warning signals for at-risk customers
Sentiment Analysis · Agent and customer sentiment tracking CUSTOMER EXPERIENCE
♡ Overall Agency Sentiment
72%
Positive
24%
Neutral
4%
Negative
Agent Sentiment Distribution
● Positive
● Neutral
● Negative
75%
Positive
20%
Neutral
5%
Negative
Customer Sentiment Distribution
● Positive
● Neutral
● Negative
68%
Positive
28%
Neutral
4%
Negative
Request a Call Download: Operational Blind Spot Report
Proven at Scale
The Atlantic District

60-agency pilot program. Multi-state deployment. $100M+ premium enterprise operations supported.

A 60-agency pilot program across 10 states supporting $100M+ in premium enterprise operations.

CTNJNYVTNHRIMDPAMAWV
  • Production Per Agent
  • Quote-to-Bind Conversion Rate
  • Account Rounding Rate
  • Policies Per Household
  • Retention Rate
  • Opportunity Capture Rate
  • Agent Performance & Coaching Metrics
  • Increase Revenue From Existing Customers
  • Improve Agent Performance & Consistency
  • Identify Missed Sales Opportunities
  • Strengthen Customer Retention
  • Accelerate Agent Development
  • Improve Operational Efficiency
  • Support Data-Driven Decision Making
45%
Faster Agent
Ramp-Up
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25%
Increase in Revenue
Opportunities Captured
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35%+
Cancel-Save
Success Rate
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25%
Reduction in Documentation
Time
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18%
Increase in Conversion
Performance
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"Transform everyday conversations, workflows, and agent activity into measurable business outcomes. Increase revenue, improve execution, strengthen retention, and gain operational visibility across your organization."

Request a Call — Let's Talk About Your Agency
Why Traditional Reporting Isn't Enough

Your CRM Tells You What Happened.
INSUREU2 Tells You Why

Traditional CRM Reporting
  • Measures outcomes—Shows you the numbers after the fact
  • Shows what happened—Not why it happened
  • Records data—Doesn't surface opportunities in the moment
  • End-of-day reporting—By then, the opportunity has passed
  • Passive system—Waits for agents to enter information
INSUREU2 AI
  • Measures execution—Sees how conversations unfold in real time
  • Shows why it happened—Identifies coaching moments and missed cues
  • Surfaces intelligence—Live prompts during every customer interaction
  • Real-time visibility—Leaders see what's happening as it happens
  • Active intelligence layer—Listens, analyzes, and guides automatically
90-Day Pilot Framework

Start Small. Prove Value. Then Scale.

No massive implementation. No major disruption. No required integrations. Measure results first — scale only if value is proven.

Days 1–30
30
Benchmark
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Days 1–30 · Benchmark
  • Baseline performance established
  • Platform deployed, agents onboarded
  • Initial data capture begins
  • First coaching insights surfaced
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Days 31–60
60
Optimize
Hover to see details
Days 31–60 · Optimize
  • Workflows refined based on data
  • Agent guidance tuned to your LOB
  • Performance gaps identified and addressed
  • Revenue opportunities tracked
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Days 61–90
90
Scale
Hover to see details
Days 61–90 · Scale
  • Measurable outcomes documented
  • ROI presented to leadership
  • Expansion decision made on real data
  • Scale only if value is proven
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Reduce Perceived Risk to Zero
  • No massive implementation required
  • No major operational disruption
  • No required CRM integrations
  • Measure results before committing to scale
  • We align on success metrics upfront
Apply for the 90-Day Pilot

Limited pilot availability. Spots filling now.

Who This Is For

Built for Some Agencies.
Not for All of Them.

  • Agency Owners who want visibility into what's actually happening on their team
  • District Leaders managing multi-location performance
  • Multi-Location Agencies that need standardized execution at scale
  • Growing Organizations accelerating producer productivity
  • Agencies Focused on Retention and reducing cancellations
  • Agencies Looking to Improve Cross-Selling and account rounding
  • Agencies Looking for a Lead Generation Service
  • Organizations Unwilling to Measure Performance
  • Teams Resistant to Process Improvement
  • Agencies Seeking a "Set It and Forget It" Solution
  • Organizations Unwilling to Adopt New Technology
  • Agencies Not Interested in Growth, Retention, or Operational Visibility
Common Questions

What Agencies Ask Before Starting

No. INSUREU2 AI operates as a standalone layer on top of your existing workflows. There are no required integrations with your AMS, CRM, or phone system to begin the pilot. We are designed to deliver value from day one without disrupting what you already have in place.
Most agencies are fully operational within the first week. We handle the setup, configure the platform to your specific lines of business, and onboard your team. You start capturing data and surfacing intelligence almost immediately.
Yes. INSUREU2 AI is built for both P&C and Life & Health operations. The platform is configured to your specific lines of business, so the guidance, workflows, and intelligence are relevant to your agency's actual book.
While an agent is on a call, INSUREU2 AI listens and surfaces relevant prompts directly on their screen including cross-sell opportunities, coverage reminders, compliance disclosures, and retention talking points. The agent can acknowledge or dismiss each prompt. Leaders see engagement rates per agent in the dashboard.
Call recording captures what happened. INSUREU2 AI acts on it in real time. We surface opportunities and guidance while the call is still happening, generate case notes automatically, score performance, and deliver leadership analytics turning every conversation into operational intelligence.
The pilot includes full platform deployment, configuration to your lines of business, agent onboarding, and ongoing advisory support. We establish baseline metrics at day 1, track performance through the 30/60/90 milestones, and present documented business outcomes at the end. You only scale if the value is proven.
Limited Availability

Ready to See What Your Agency
Is Missing?

Join the agencies already using INSUREU2 AI to surface missed revenue, improve agent consistency, and gain real visibility into operational performance.

Have 5 minutes? Request a Call Now
Download: Operational Blind Spot Report
Current pilot program enrolling now — limited spots available