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WINSUREGOS

Policypropel for Agents

Real-Time AI Sales Intelligence for Insurance Teams

Instant answers from approved documents and real-time performance insights from your internal systems — delivered through one intelligent assistant.

What Your Agents Are Dealing with

Searching while the customer is on the call.

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But finding it means clicking, switching, scanning…all while a customer is on the line.

Too much to remember in every conversation.

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Agents are asked to explain complex information clearly and confidently in real time.

Every lookup interrupts the conversation.

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Every extra second feels longer when someone is waiting for clarity.

Inconsistent performance across conversations.

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Not because Agents aren’t capable, but because the tools around them aren’t built to support them.

Instant, verified answers

Pulled directly form you approved documents

Real-time goal awereness

Clear visibility into targets and incentives

Smart, contextual guidance

Helping agents stay sharp, focused and performance-aligned.

Policypropel for Agents

From scattered systems to one intelligent interface

Instead of switching between tools, your agents operate from a single AI-powered workspace.

See in Action

Core Capabilities

01 

Verified Intelligence

AI-generated responses grounded strictly in approved internal documents with source references for compliance assurance.

02

Live Performance Awareness

Real-time integration with commission, RnR, and transaction systems to surface goal progress and incentive visibility during conversations.

03

Real-Time Chat Assistance

Agents type questions during live conversations and receive instant, source-backed responses without leaving their workflow.

04

Voice-Enabled Support for Live Calls

Agents speak naturally during customer calls and receive answers in real time — without switching screens or breaking conversation flow.

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Business Impact

Reduced Compliance & Mis-Selling Risk

Improved Sales Productivity

Higher-Quality Customer Conversations

Increased Agent Confidence

Earth From Space

Seamless Integrations

Works where you work.

SHARE POINT

AZURE - AD

EOM

RnR

AGENT ONBOARDING

Pricing

Free Trial

 Up to 3 Users

✓ 50 Queries per Day

 Upload up to 5 Documents

 Max document size 50 pages

 Supported formats - PDF, DOCX

 Voice AI 30 minutes 

 AI Q&A

 Policy comparison

 Source-linked answers

No Integrations

Enterprise

 Unlimited Users

 Unlimited Queries

 Unlimited Document Uploads

 No Document Size Limits

✓ All Supported formats

 Unlimited Voice AI Usage

 AI Q&A

 Policy comparison

✓ Source-linked answers

 Integrations - SharePoint, Azure AD & more

Frequently asked questions

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