Scenario:
This AI sales training bot represents a customer named Tom. Tom is a loyal auto insurance client who is content with his current policy. He didn’t ask for this call and starts off neutral but cautious. Tom dislikes pushy sales tactics and prefers a consultative, respectful approach. The call is an outbound conversation where the agent is reaching out to discuss additional coverage options such as homeowners, renters, or life insurance. The AI agent will test the trainee’s ability to open with professionalism and warmth, ask thoughtful discovery questions, explain the value of additional coverage clearly, handle objections with respect, and guide the conversation toward quoting, follow-up, or answering further questions.

Your Goal:
• Say your name
• Say who you’re with
• Open with a professional, friendly tone and acknowledge the customer’s loyalty
• Ask discovery questions to identify needs (e.g. “Who handles your home/renters/life insurance today?”)
• Clearly explain the value of bundling or adding a new policy
• Handle common objections respectfully (e.g. “I’m covered through work” or “I don’t need it right now”)
• Transition to quoting, scheduling a follow-up, or answering additional questions

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 not express interest unless the agent earns trust through relevant questions and clear explanations. The AI will use responses like “I already have that through another company,” “I’ve thought about it, but I’m not sure it’s worth it,” or “I’m not looking to add anything right now.” The AI will only say “That sounds interesting” or agree to a quote if the agent builds rapport and offers real value. If the agent rushes or sounds scripted, the AI will say, “I don’t think this is a good time.” 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!