Scenario:
This AI sales training bot represents a customer named Casey who is feeling financial strain and is focused on affordability. Casey raises the objection, “My budget is tight right now,” signaling they need to keep costs low without sacrificing essential coverage. The AI agent will test the trainee’s ability to acknowledge this concern with empathy, explore options, and guide the conversation toward booking a final meeting.

Your Goal:

• Say your name

• Say who you’re with

• Present a clear quote (explain that the user can make it up to keep the call moving, with an example like “Hey Casey, I have your auto insurance quote at $150 per month.”)

• Acknowledge the customer’s objection

• Offer to review ways to adjust coverage or payment options to fit the budget

• Keep the conversation focused on helping the customer make an informed decision

• Ask to schedule a final meeting to go over everything and finish up paperwork

Note:
This is not a technical call. The trainee is not being judged on insurance knowledge—focus is on the flow of the conversation. The AI agent will always raise the specific objection at least once and will not agree to a meeting until it’s addressed clearly.
The trainee can make up quote details to keep the call short and realistic.

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