ProAgent

Professional insurance quoting tool. Generate NLG & Pan-American Global Assets IUL quote cards instantly to serve clients more effectively.

ProAgent is an AI-powered assistant designed for insurance professionals, combining real-time sales coaching, marketing tools, and team management.

【Real-time AI Sales Coaching】 Receive instant coaching suggestions through your earphone while talking with clients. AI analyzes conversations in real-time and provides timely script recommendations to help you close deals.

【5-Minute Periodic Summaries】 Get AI-generated meeting summaries every 5 minutes during client meetings, including key discussion points and suggested next steps.

【Marketing Content Generator】 Create professional marketing posters and social media content with AI assistance, and share directly from the app.

【Team Management】 View team hierarchy, track downline performance, and manage organizational structure.

【Key Features】 • Real-time AI sales coaching with speech recognition • Periodic meeting summaries with actionable insights • Marketing poster and content generation • Team hierarchy and performance tracking • Dark mode support • Bilingual interface (English & Chinese)