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.
- Behavioral Insight
- Slowdown Detection
- Knowledge Gap Analysis
- Targeted Interventions
Trusted by insurers and enterprises across BFSI
What your sales leaders are dealing with
No clear view of agent performance
Performance data is scattered across systems, making it hard to see who needs support.
Deals stall without warning
By the time a slowdown is visible, the opportunity is often already cold.
Knowledge gaps go unnoticed
It is hard to know which products or talking points agents struggle with.
Coaching is guesswork
Without behavioral insight, interventions aren't aimed where they matter.
Core Capabilities
From scattered reports to one performance cockpit
Behavioral Insight
A unified view of agent activity and product usage across the entire team.
Slowdown Detection
Identify where deals lose momentum, and why, in real time.
Knowledge Gap Analysis
Surface the products and talking points where agents need the most support.
Targeted Interventions
Recommend coaching actions proven to improve sales outcomes.
Business impact
Outcomes that show up on the floor
Higher win rates
Faster ramp for new agents
Data-driven coaching
Improved forecast accuracy
Pricing
Start free, scale to enterprise
Free Trial
Explore the platform, no commitment.
- Up to 3 manager seats
- 1 sales team
- Core performance dashboard
- Weekly insight digests
- Up to 90 days history
- Slowdown alerts
Enterprise
Full power, unlimited scale.
- Unlimited manager seats
- Unlimited teams & regions
- Full performance cockpit
- Real-time insight streams
- Unlimited history
- Predictive slowdown detection
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.