Agent Elite

Your best agent closes at 40%. Your worst closes at 12%. The difference between them is coaching. And right now, most of that coaching lives in your head, delivered in car rides between appointments, gone the second you drive away.

Agent Elite puts an AI coach named Ace in every agent’s pocket.
Record a field conversation, and Ace scores it across five dimensions: objection handling, needs analysis, closing technique, rapport building, and vocal delivery. Specific feedback. Actual numbers. The kind of breakdown a great supervising agent gives, except it happens on every single call.

RECORD AND REVIEW
Agents tap record before a client conversation. When it wraps, Ace transcribes the audio and delivers a full debrief with scores across every category. Every call gets coaching. Every agent gets attention, even when you’re tied up with someone else.

TRAINING VAULT
Upload your org’s scripts, processes, objection handlers, and training materials into one place your whole team can access. Stop texting PDFs. Stop losing files in group chats. Your playbook lives here.

PROGRAMS
Build structured multi-week training courses for your team. Assign modules, track completion, and watch agents progress through curriculum you designed. This is how you scale what you know without repeating yourself 50 times.

TEAM HIERARCHY
Agent Elite mirrors real org structure. Owner, Regional Director, Agency Director, General Agent, Supervising Agent, Agent. Six levels. Each leader sees the data and performance of everyone in their downline. You see your people. Your people see their work.

COMING SOON: LEADERSHIP INTEL
Ask Ace about any agent in your downline. “How is Jordan doing on objection handling this month?” “Who improved the most in the last 30 days?” Specific questions, data-backed answers. You know exactly who needs attention and who is ready to lead.

COMING SOON: AI ROLE-PLAY
Agents practice conversations with an AI trained on your org’s actual scripts and systems. Reps before the real thing. Like a batting cage for sales calls.

WHO THIS IS FOR
Agency directors running field teams. Leadership agents building their downline. Leadership agents coaching from the passenger seat. Regional directors who need visibility without micromanaging. If you lead people who sell insurance in the field, this is your platform.