Evaluate every call against your custom rules
Define your compliance and sales requirements, and our AI will check every call
Create custom rules for:
Example Rule:
"Verify customer identity using two forms of verification"
AI checks if agent collected and verified required information
Two types of automated detection:
Example Detection:
"NY Insurance Law § 2119: Missing savings disclosure"
Automatically checks regulatory requirements
Critical issues requiring attention:
Coverage explanation
Unclear and incomplete explanation of liability coverage
Deductible disclosure
Failed to explain policy deductibles and out-of-pocket costs
Payment terms disclosure
Incomplete explanation of payment schedule and cancellation terms
Complete agent introduction
Agent provided name and company
Document customer name
Customer name recorded: Patricia Davis
Identity verification
Customer provided DOB and last 4 of SSN
Recording disclosure
Recording disclosure provided and consent requested
Professional communication
Excessive use of filler words and uncertainty
Value proposition
Did not justify higher premium with clear benefits
Discount exploration
Failed to thoroughly explore available discounts
Gather vehicle information
Collected make, model, year, VIN, and mileage
Verify usage patterns
Confirmed commute distance and annual mileage
Current Carrier
Farmers Insurance
Current Premium (monthly)
$337
Quoted Premium (monthly)
$450
33.5% increase from current premium
Effective Rapport Building
Successfully established personal connection through weather and location discussion
Thorough Information Collection
Comprehensive gathering of customer and vehicle details
Clear Next Steps
Well-structured closing with clear follow-up actions
Incomplete Product Knowledge
Agent showed uncertainty about basic coverage types and claims process
Missing Coverage Details
Failed to explain deductibles and coverage limits
Unclear Pricing Structure
Vague explanation of discounts and payment options
High-Risk Compliance Issues
12 calls missing required disclosures
Agent Training Needed
3 agents below 60% compliance score
Regulatory Risk Alert
8 calls with incomplete coverage explanations
Define and enforce your exact compliance and sales requirements
Check every call against your rules with AI-powered understanding
Out-of-box rules and AI-powered issue detection