Lead Score Attributes for Insurance Sales
Prioritize high-potential leads and optimize your sales funnel by tracking these actionable metrics during each interaction.
- Purchase Intent – Is the caller actively shopping or just exploring?
- Urgency Level – Do they need coverage immediately or are they casually browsing?
- Policy Type Mentioned – Did the lead mention life, health, auto, renters, etc.?
- Insurability Check – Age, health status, driving record, dependents, etc.
- Document Readiness – Are they ready with personal/vehicle/medical documents?
- Budget Range – Do they express affordability, premium range, or pricing concern?
- Objections Raised – Price, coverage limitations, competitors, or policy confusion
- Tone of Voice – Friendly, skeptical, cooperative, rushed, or disengaged
- Confidence in Agent – Do they ask questions, seek clarity, or express hesitation?
- Follow-Up Required – Was a callback, email, or appointment discussed?
- Likelihood to Convert – AI-based score based on lead behavior and language
- Repeat Contact / Referral Mentioned – Prior interaction, referral, or interest in more products
Insurance Sales Intelligence
agent metric attributes that drive conversions
🎯 Sales Pitch Delivery
Clarity of product explanation, personalized policy pitches, and confident communication shape the agent's impact.
- • Clear explanation of offerings
- • Tailored to customer needs
- • Assertive and fluent delivery
💬 Engagement & Empathy
Genuine empathy and attentive listening lead to meaningful conversations.
- • Active listening and responses
- • Empathy for life/health situations
- • Avoidance of interruptions
🔄 Objection Handling
Top agents confidently address pricing and competitor comparisons with finesse.
- • Addressed pricing or coverage issues
- • Delivered persuasive rebuttals
📋 Compliance & Follow-Up
Conversion depends on transparency, consent, and a clear next step.
- • Disclosures and consent obtained
- • Clear call-to-action and closing effort
- • Follow-up time confirmed
Price Package
Pay As You Go
Transform your sales force with cutting-edge CI-powered enablement and training programs.
$10/hour of analyzed calls
Growth
Scale your sales enablement and training strategies across customer-facing teams.
$8/hour of analyzed calls
Enterprise
Expand your capacity to train salespeople and drive higher win rates faster.