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Drive better policyholder experience and bind rates

Gain full visibility into policyholder conversations, stay compliant, and improve agent performance through targeted coaching to reduce customer churn and increase bind rates.
Optimize agent performance to improve policyholder experience and reduce churn.
Gain full visibility into script adherence, disclosure statements and verification to stay in compliance.
Coach agents on how to handle common objections, questions, and upsell opportunities on policy-quoting and renewals.

Results that speak for themselves


Customer sentiment improvement


Sales call


Reduction in AHT


Improvement in compliance adherence

see customer stories
Alexander Grant, Quality Operations Director - Calls Product

"Observe.AI gives us insight into customer conversations so we can better optimize agent performance and improve our policyholder experience to boost revenue and customer experience, all while maintaining compliance standards."

Improve policyholder experiences with contextual insights

Identify churn drivers and optimize agent performance to improve claims, processing, and renewals. Get in front of a bad customer experience by identifying policyholder behavior with sentiment detection insights. Monitor competitive mentions, up-sells, and common objections, then coach your agents to resolve issues proactively.

Expertly manage risk and compliance with full visibility

Monitor customer conversations for patterns of potentially fraudulent claims to protect loss ratios. Leverage automated redaction to selectively hide sensitive customer information without losing the context of the conversation.
See how Observe.AI protects your call centers from risk and keeps you compliant. ↗

Fuel growth and exceed quota attainment

Create a powerful feedback loop that drives continuous agent performance improvement from purchasing to First Notice of Loss (FNOL) all the way through to settlement. Stack rank your insurance agents to surface discrepancies and close performance gaps that are contributing to low quota attainment.
See how Observe.AI increases conversion rates and new bookings, at scale. ↗

Effective remote onboarding programs

Roll out remote new hire training programs quickly to improve ramp time and drive better bind rates.
Train new agents on key openers, sales objections, rebuttals and disclosures, and identify areas of opportunity for targeted coaching at scale.
Verify that agents adhere to required scripts, such as verification details and canceling or non-renewing confirmation.

See Observe.AI for insurance in action.