Insurance
Insurance
Ready Your Field Force with Insurance Sales Training Platform
Equip your insurance teams to sell, advise, and support with confidence
SmartWinnr helps insurance organizations deliver consistent, compliant conversations across branch, agency, and remote. Advisors master discovery, suitability, benefit clarity, and disclosures. Managers get clear signals on readiness and performance.
Trusted by Trainers and L&D Managers
Overcome Insurance’s Biggest Field-Force Challenges
Overcome Insurance’s Biggest
Field-Force Challenges
SmartWinnr helps insurers boost agent productivity, protect compliance, and improve sales conversations. It tackles high turnover, long ramp time, complex products, and inconsistent messaging across regions.
Incomplete discovery and weak product fit
Missed disclosures and suitability steps
Complex portfolios and frequent updates
Low and uneven network engagement
Limited visibility for managers
SmartWinnr Solution
AI roleplays with customer avatars for needs analysis, affordability, and product fit
Real Impact
Better recommendations and higher first-time right
Incomplete discovery and weak product fit
Missed disclosures and suitability steps
Complex portfolios and frequent updates
Low and uneven network engagement
Limited visibility for managers
SmartWinnr Solution
AI roleplays with customer avatars for needs analysis, affordability, and product fit
Real Impact
Better recommendations and higher first-time right
Incomplete discovery and weak product fit
Missed disclosures and suitability steps
Complex portfolios and frequent updates
Low and uneven network engagement
Limited visibility for managers
SmartWinnr Solution
AI roleplays with customer avatars for needs analysis, affordability, and product fit
Real Impact
Better recommendations and higher first-time right
SmartWinnr Solutions for Insurance Teams
SmartWinnr Solutions for Insurance Teams
SmartWinnr gives insurance teams a single platform to drive productivity, speed onboarding, and maintain compliance. Agents get contests, AI practice, and structured learning paths that scale across large field forces
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Personalized micro-modules and AI nudges keep discovery steps, disclosures, and product fit top of mind. Use K-Hub, SmartFeeds, and SmartPaths for ongoing refreshers.
Agents get continuous microlearning on products, regulations, and messaging.
They follow structured learning paths that improve retention and consistency.
Progress is tracked so leaders see who is ready.
Training fits busy field schedules on mobile.
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Personalized micro-modules and AI nudges keep discovery steps, disclosures, and product fit top of mind. Use K-Hub, SmartFeeds, and SmartPaths for ongoing refreshers.
Agents get continuous microlearning on products, regulations, and messaging.
They follow structured learning paths that improve retention and consistency.
Progress is tracked so leaders see who is ready.
Training fits busy field schedules on mobile.
Knowledge Reinforcement
Conversation Excellence
Sales Performance
Field Coaching
Smart Knowledge Reinforcement
Personalized micro-modules and AI nudges keep discovery steps, disclosures, and product fit top of mind. Use K-Hub, SmartFeeds, and SmartPaths for ongoing refreshers.
Agents get continuous microlearning on products, regulations, and messaging.
They follow structured learning paths that improve retention and consistency.
Progress is tracked so leaders see who is ready.
Training fits busy field schedules on mobile.
How Insurance Companies Use SmartWinnr
For distribution heads, sales leaders, and compliance teams that need consistent messaging and retention across large agent networks. SmartWinnr lifts productivity, strengthens knowledge, and improves conversation quality.
New Product Launch Readiness
Accelerate launch skills with roleplays, microlearning, and certification so advisors explain features, costs, and disclosures with confidence.
New Product Launch Readiness
Accelerate launch skills with roleplays, microlearning, and certification so advisors explain features, costs, and disclosures with confidence.
New Product Launch Readiness
Accelerate launch skills with roleplays, microlearning, and certification so advisors explain features, costs, and disclosures with confidence.
Discovery and Suitability
Turn needs analysis, affordability checks, and risk tolerance into short lessons and simulations. Build habits that improve fit.
Discovery and Suitability
Turn needs analysis, affordability checks, and risk tolerance into short lessons and simulations. Build habits that improve fit.
Discovery and Suitability
Turn needs analysis, affordability checks, and risk tolerance into short lessons and simulations. Build habits that improve fit.
Benefit Illustration and Clarity
Coach advisors to present benefits and costs in plain language. Scenarios model common objections and documentation steps.
Benefit Illustration and Clarity
Coach advisors to present benefits and costs in plain language. Scenarios model common objections and documentation steps.
Benefit Illustration and Clarity
Coach advisors to present benefits and costs in plain language. Scenarios model common objections and documentation steps.
Cross-Sell With Suitability
Guide advisors to recommend related products when the fit is right. Track evidence of suitability across channels.
Cross-Sell With Suitability
Guide advisors to recommend related products when the fit is right. Track evidence of suitability across channels.
Cross-Sell With Suitability
Guide advisors to recommend related products when the fit is right. Track evidence of suitability across channels.
Policy and Circular Updates
Push targeted refreshers when rules or product terms change. Track recert status and message coverage.
Policy and Circular Updates
Push targeted refreshers when rules or product terms change. Track recert status and message coverage.
Policy and Circular Updates
Push targeted refreshers when rules or product terms change. Track recert status and message coverage.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Ongoing Readiness
Keep skills current with quick refreshers and manager review mode before high-stakes customer meetings.
Built for Insurance Teams
Built for large, distributed insurance networks that sell in high-compliance environments. Secure, mobile-ready, and built to support advisors across products, channels, and regions.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Enterprise security
SSO, role-based access, encryption, and audit logs ensure enterprise control.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Mobile-friendly
Available on iOS and Android for remote teams with easy, secure access.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
Scenario builder
Create scenarios by product line, channel, and specific branch type.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
32 + languages
Support for 32+ languages with strong tolerance for English accents.
Success by Numbers
Measured impact from real programs in regulated industries. These are the gains insurance teams see when SmartWinnr goes live at scale.
22%
Increase in sales productivity with contests and targeted coaching
22%
Increase in sales productivity with contests and targeted coaching
22%
Increase in sales productivity with contests and targeted coaching
70%
Improvement in knowledge retention for compliance-heavy topics
70%
Improvement in knowledge retention for compliance-heavy topics
70%
Improvement in knowledge retention for compliance-heavy topics
30%
Reduction in onboarding time when training targets real gaps
30%
Reduction in onboarding time when training targets real gaps
30%
Reduction in onboarding time when training targets real gaps
90%
Message consistency across branches during critical rollouts
90%
Message consistency across branches during critical rollouts
90%
Message consistency across branches during critical rollouts
Technical Specifications
Security and Compliance Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Secure, compliant, and scalable training built for retail banking, branch operations, and frontline sales teams.
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Security & Compliance
Encryption in transit and at rest, SSO, role-based access, retention controls, and audit logs.
Data and IT Compliance
Secure cloud storage
Regular security audits
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Integrations
Connect CRM, LMS, data warehouse, and BI. Open APIs for custom workflows. .
CRM integration
HRMS integration
LMS integration
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Mobile Capabilities
iOS and Android support. Private practice mode and manager review mode. Screen-aware simulations for fee and feature walk-throughs.
iOS and Android apps
Push notifications
Low data usage
Customer Success & Testimonials
Customer Success & Testimonials
Customer Success & Testimonials
What Insurance Leaders Are Saying
Use insurance-specific quotes here.
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Name
Role-Trainer
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Name
Role-Trainer
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
”Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
“SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment.”
Thubaraka Shanmuganathan
Sales Trainer
Still Have Questions?
Still Have Questions?
Still Have Questions?
Still have questions? We’ve got you covered.
Still have questions?
We’ve got you covered.
Find quick answers to the most common questions from sales, training, and enablement leaders.
1. What is insurance sales training today?
It blends short lessons, realistic practice, and proof of completion to lift advisory quality across branch, agency, and remote teams.
2. How do we ensure disclosure and suitability?
Use live prompts and guardrails; the system nudges required steps, flags risky phrasing, and stores transcripts for review.
3. Which skills should onboarding focus on?
Discovery, needs analysis, affordability, fit, benefit clarity, and policy terms practiced in scenarios that mirror real calls.
4. How does training tie to revenue?
Run contests that reward the right actions, track participation and completions, then link activity and message consistency to outcomes.
5. Can content keep pace with product changes?
Yes. Push targeted micro-refreshers and recerts when terms or policies change, and track coverage by product and region.
6. How do we measure improvement?
Look for higher message consistency, faster ramp, and better scores on discovery, disclosure completeness, and objection handling.
7. Does it integrate with our systems?
Yes. Connect CRM, LMS, and SSO so training, coaching, and performance sit in one view.
1. What is insurance sales training today?
It blends short lessons, realistic practice, and proof of completion to lift advisory quality across branch, agency, and remote teams.
2. How do we ensure disclosure and suitability?
Use live prompts and guardrails; the system nudges required steps, flags risky phrasing, and stores transcripts for review.
3. Which skills should onboarding focus on?
Discovery, needs analysis, affordability, fit, benefit clarity, and policy terms practiced in scenarios that mirror real calls.
4. How does training tie to revenue?
Run contests that reward the right actions, track participation and completions, then link activity and message consistency to outcomes.
5. Can content keep pace with product changes?
Yes. Push targeted micro-refreshers and recerts when terms or policies change, and track coverage by product and region.
6. How do we measure improvement?
Look for higher message consistency, faster ramp, and better scores on discovery, disclosure completeness, and objection handling.
7. Does it integrate with our systems?
Yes. Connect CRM, LMS, and SSO so training, coaching, and performance sit in one view.
1. What is insurance sales training today?
It blends short lessons, realistic practice, and proof of completion to lift advisory quality across branch, agency, and remote teams.
2. How do we ensure disclosure and suitability?
Use live prompts and guardrails; the system nudges required steps, flags risky phrasing, and stores transcripts for review.
3. Which skills should onboarding focus on?
Discovery, needs analysis, affordability, fit, benefit clarity, and policy terms practiced in scenarios that mirror real calls.
4. How does training tie to revenue?
Run contests that reward the right actions, track participation and completions, then link activity and message consistency to outcomes.
5. Can content keep pace with product changes?
Yes. Push targeted micro-refreshers and recerts when terms or policies change, and track coverage by product and region.
6. How do we measure improvement?
Look for higher message consistency, faster ramp, and better scores on discovery, disclosure completeness, and objection handling.
7. Does it integrate with our systems?
Yes. Connect CRM, LMS, and SSO so training, coaching, and performance sit in one view.
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today