Empower Insurance advisors, RMs and Bank SP
Sharpsell.ai empowers insurance advisors, RMs and Bank SPs with content and tools that help them engage with prospective customers and drive revenue.
Trusted by leadings insurers, Used daily by thousands of insurance agents and sellers! Join their ranks today!
There are two sides to every story.
“I would rather try and sell a product that I know than pitch a product that I am not an expert on. I don’t want the customer to think I am not well prepared.”
Advisors are unable to sell the majority of products due to lack of understanding and inability to pitch them effectively.. They only push the products they are comfortable with.
“The moment the customer hears that I am an insurance seller they try to evade me, I struggle to earn their respect or engage with them meaningfully”
With a lack of insurance expertise, most advisors become pushy salespeople. They do not have the sales skills to sell and handle objections effectively.
“Selling insurance is a tough job. It’s really difficult to get leads or engage customers when you are new. When my manager puts pressure on hitting sales numbers without hand holding, I see no option but to quit."
There is a lot of churn on the ground. We invest a lot of energy in training and equipping new sellers and agents and they quit in a few weeks, a lot of times even before making their first sale.
How can Sharpsell.ai help you?
Our platform capabilities serve a diverse range of roles and business units. There is something for everyone.
Agents / Brokers
Sharpsell.ai helps Insurance Advisors have better conversations with customers, improve conversions and drive revenue
- Help generate qualified leads from their natural market and extended social network
- Ready reckoners to help them with product features and benefits to pitch the right product
- Help them to educate and engage customers and improve conversion with on the fly hyper-personalised illustrations
- Personalised byte sized learning journeys on product, industry and sales skills
- Practise sales pitch and objection handling skills with AI Role Plays
- Drive engagement with the agents through Nudges and Notification
Users - Independent Agents, Captive Agents, POS Agents
Agency Managers
Sharpsell.ai helps Insurance Agency Managers manage their team and improve conversions
- Recruiting agents by creating persona-based Business Opportunity Presentations on the fly
- Engage with new and existing agents, and educate them
- Improve conversions with customers with the use of ready reckoners and customised collateral
- Ability for managers to monitor sellers’ activities without requiring manual entries
- Gather intelligence on product mix, ticket sizes, and solutions pitched by advisors on the ground
Users - Agency Managers
Direct Sales Team
Sharpsell.ai helps the Direct Sales Team of Insurance Carriers convert leads faster.
- Ready reckoners to help them identify customer personas and pitch the right product
- Help them to educate and engage customers and improve conversion with on the fly hyper-personalised illustrations
- Compare product variants of own or competition products and handle questions in real time
- Personalised byte sized learning journeys on product, industry and sales skills
- Practise sales pitch and objection handling skills with AI Role Plays
- Ability for managers to monitor sellers’ activities without requiring manual entries
- Gather intelligence on product mix, ticket sizes, and solutions pitched by advisors on the ground
Users - Direct Sales Team - on field, Direct Sales Team - contact centres
Bancassurance
Sharpsell.ai helps Insurance Channel Partners, like Bancassurance channel, learn about the products and sell them effectively.
- Tools to make it easy for the bank partners to understand the complex product line
- Ready Reckoners for common objections and competition comparison
- Enable partner agents with the right resources to help them sell more
- Customised learning journeys for product and sales skills which is effective and engaging
- Practise sales pitch and objection handling skills with AI Role Plays
- Gather intelligence on product mix, ticket sizes, and solutions pitched pitched by advisors on ground
Users - Banca RMs, Financial Advisors, Consultants
Features from the Playbook that just make sense
Book a demo to get a full walk through of the Playbook platform
Benefit Illustrations
Help advisors and RMs make dynamic product presentations based on customer specific needs and information with compelling ‘You Pay - You Get’ illustrations.
Pitch Accurately with Pre-Set Customer Personas
With a configurable customer persona and need analysis engine make it easy for sellers to confidently pitch the right product to every prospective customer.
Personalised Posters
Help sellers engage with and nurture prospective customers with WhatsApp ready posters on financial planning, insurance concepts and product benefits that can be personalised in seconds.
Handle objections like a Pro
Equip sellers with cheat sheets, ready-reckoners, and comparison tools that help them answer customer questions, and counter objections in real-time
Regulatory Content Compliance made easy
Ensure that each presentation and content that is used by the advisors and sales team is always brand and regulatory compliant. Do not worry about missed disclaimers, or outdated product information. Sharpsell.ai can automate the update with zero effort.
Build confidence with Roleplays
Let the sales team practice sales pitches, objection handling and solution selling with ai-powered roleplays. Help sellers with confidence to handle real world sales scenarios and objections with confidence.
Get birdseye view of Sales Performance
Boost advisor’s productivity with smart incentive nudges and real-time insights into commissions. Dashboards and KPI reports give visibility of individual and team sales performance at the fingertips of managers helping drive sales rigour.
Ready for Enterprise Deployment
Prepared to scale with you every step of the way.
Analytics
Get visibility of seller activity with actionable insights on product mix, ticket sizes, content usage and seller capability to drive positive sales outcomes.
Security
Sharpsell.ai is a ISO 27001 certified organisation and is GDPR compliant. Ensure enterprise grade security with end-to-end encryption hosted on secure cloud infrastructure.
Swift Deployment
Go live in record time with Sharpsell.ai’s pre-built content templates and ready to use plugins and dedicated onboarding support
Seamless Integrations
Sharpsell comes with out-of-box integrations for SSO and data lake integrations. Seamlessly integrate with existing CRM, HRMS and analytics platforms without breaking a sweat.
Our Proven Impact
Reach out to find out how Sharpsell.ai can help your sales achieve its ideal outcome.
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Sharpsell.ai won the Brandon Hall Group Award for helping Aditya Birla Sun Life Insurance sell 56% more policies with its sales playbook automation platform.
Are you ready to unleash the power of Sales Playbooks for your team?
Sales Playbook Automation Platform
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