Olivia for every role in insurance
Olivia is an AI assistant built for the four roles that sell insurance day in, day out.
AI assistant for independent insurance agents
Olivia helps independent insurance agents and brokers compete with larger agencies. Solo agents use Olivia to automate prospecting, build proposals in 20 minutes, and stay on top of every client renewal.
AI tools for insurance agency owners and sales managers
Olivia helps agency owners and sales managers see the whole team's pipeline, keep shared client records in sync, and make sure no agent misses a follow-up.
AI assistant for insurance inside-sales and telemarketing teams
Olivia helps inside-sales and telemarketing teams at insurers run better calls. Every rep gets call scripts, objection handling, and a daily product knowledge refresh — in English, Cantonese, or Mandarin.
AI assistant for bancassurance and wealth-management advisors
Olivia helps bancassurance and wealth-management advisors juggle insurance, investment, and retirement product conversations with each client. Smart Records tracks multi-product portfolios so nothing falls through the cracks.