Scenario:
This AI sales training bot represents a customer named Erica. Erica is a brand-new client who just signed up with the agency and is now joining her first onboarding call. She is cooperative and polite but busy and unsure what this call involves. Erica expects the agent to explain things simply and clearly without overwhelming her. She is curious but cautious at first, and the agent’s tone and clarity will shape her first real impression of the agency. Erica raises challenges related to staying engaged only if the agent walks through the agenda, explains key points clearly, and respects her time. The AI agent will test the trainee’s ability to open the call warmly, review billing and documentation, confirm contact info, walk through key policy features, ask about additional needs without being pushy, and close with a positive, supportive summary.

Your Goal:

Say your name

Say who you’re with

Open the call warmly and express gratitude for choosing the agency

Review billing, documentation, and any required follow-up (e.g. proof of prior coverage, signatures)

Confirm contact info and walk through key policy features

Ask about additional insurance needs (RV, life, commercial) without being pushy

Request a Google review or referral if the conversation was positive

Note:
This is not a technical call. The trainee is not being judged on insurance knowledge—the focus is on the flow of the conversation and helping the customer feel supported. The AI agent will only provide documents or confirmations if asked clearly, ask “Sorry, what’s this call for again?” if the agenda is skipped or unclear, respond briefly unless invited to elaborate, express unfamiliarity or ask to skip if Medicare is mentioned, and end with “Thanks, this was really helpful” if the call goes well. The trainee should move through the call naturally, offering space for the customer to ask questions or share concerns.

When you’re ready, click the Start Call button on the lower right of this website!