Real-Time AI Sales Intelligence for Insurance Teams
Instant answers from approved documents and real-time performance insights from your internal systems, delivered through one intelligent assistant.
- Verified Intelligence
- Live Performance Awareness
- Real-Time Chat Assistance
- Voice-Enabled Support for Live Calls
Trusted by insurers and enterprises across BFSI
What your agents are dealing with
Searching while the customer is on the call
Finding the answer means clicking, switching, scanning, all while a customer waits on the line.
Too much to remember in every conversation
Agents are asked to explain complex information clearly and confidently, in real time.
Every lookup interrupts the conversation
Every extra second feels longer when someone is waiting for clarity.
Inconsistent performance across conversations
Not because agents aren't capable. The tools around them aren't built to support them.
Core Capabilities
Everything in one intelligent workspace
Verified Intelligence
AI responses grounded strictly in approved internal documents, with source references for compliance assurance.
Live Performance Awareness
Real-time integration with commission, RnR and transaction systems surfaces goal progress and incentive visibility mid-conversation.
Real-Time Chat Assistance
Agents type questions during live conversations and receive instant, source-backed responses without leaving their workflow.
Voice-Enabled Support for Live Calls
Agents speak naturally during calls and get answers in real time, with no screen switching and no broken flow.
Business impact
Outcomes that show up on the floor
Reduced compliance & mis-selling risk
Improved sales productivity
Higher-quality customer conversations
Increased agent confidence
Pricing
Start free, scale to enterprise
Free Trial
Explore the platform, no commitment.
- Up to 3 users
- 50 queries per day
- Upload up to 5 documents
- Max document size 50 pages
- Formats: PDF, DOCX
- Voice AI: 30 minutes
Enterprise
Full power, unlimited scale.
- Unlimited users
- Unlimited queries
- Unlimited document uploads
- No document size limits
- All supported formats
- Unlimited Voice AI usage
Frequently asked questions
Why PolicyPropel
Traditional CRM vs PolicyPropel
The same agent desktop, reimagined as an intelligence layer.
- Answers during a live callTraditional CRM: Agents tab-switch and search while the customer waits.PolicyPropel: Instant, source-verified answers in the flow of the call.
- Where knowledge livesTraditional CRM: Scattered across documents, portals and inboxes.PolicyPropel: One AI workspace grounded in approved documents.
- Compliance of responsesTraditional CRM: Varies by agent and is hard to audit.PolicyPropel: Consistent, cited answers with source references.
- Performance visibilityTraditional CRM: Targets and incentives are reviewed after the fact.PolicyPropel: Live goal and incentive awareness mid-conversation.
- Role in your stackTraditional CRM: Another system of record to maintain.PolicyPropel: An intelligence layer on top of your existing systems.
Enterprise readiness
Security, compliance & trust
Enterprise-grade controls across the Wizergos platform and the Winsuregos insurance suite, built for regulated BFSI environments.
ISO/IEC 27001:2022
ISO 9001:2015
HIPAA
See PolicyPropel in action
Book a tailored walkthrough and see how it fits your teams and systems.