The short version.
An AI sales teammate for insurance and insurtech prepares brokers and agents for benefits, commercial lines, and platform conversations, assists them in real time during the call, and automates the follow-up and CRM update afterward. WingRep works before, during, and after every call instead of just recording it: a Gameplan email the night before, live assistance while the risk lead is talking, a follow-up draft in your voice, and a HubSpot or Salesforce update the second you hang up.
What we hear from insurance sales teams.
Selling insurance means a renewal clock, a buyer who shops every year, and a compliance and disclosure review that can pause a deal for weeks.
Every account has a 12-month clock, and the incumbent raises the rate every cycle. Reps who cannot frame the cost of staying versus moving lose on price alone.
"They just matched the incumbent's renewal."
HR and risk buyers ask for loss ratios, claims trends, and network adequacy in the room. Reps who promise to follow up lose momentum and the evaluation slips a quarter.
"I had to email the actuary mid-call."
Disclosure forms, state filings, and recording-consent rules surface late. A deal that was closing this month slides on paperwork nobody prepped for.
"The disclosure form blocked the bind for three weeks."
An HR director, a risk lead, a broker of record, and finance each hold a veto, and each cares about something different. Reps pitch one story to all of them.
"We won HR and lost finance."
How WingRep works around an insurance buying call.
One broker, one hour, three moments. WingRep shows up for all of them.
A Gameplan email lands in the inbox at 5 PM.
WingRep reads the CRM record, past calls, and open threads on the account. It writes the brief the broker would have written with two spare hours: who is in the room, which objection stalled the last call, and what claims data to bring. The broker and the account manager get the same one.
A slim tab surfaces guidance while the risk lead is still talking.
When the risk lead pushes on claims data or network adequacy, WingRep surfaces the numbers your team already stands behind. When you are twenty minutes in and have not confirmed the signer or the bind date, it nudges you to ask. The buyer never sees any of it.
- "Your loss ratio ran 72% against a market average of 84% over the last two cycles. I can show the claims trend by plan before you sign off."
- You haven't confirmed whether finance co-signs the bind
Follow-up drafted. CRM updated. Next step booked.
Within a minute of the call ending, WingRep drops a recap in your outbox in your voice with the buyer's own language intact, writes the CRM update in HubSpot or Salesforce, and books the next step. Compliance and disclosure items become tasks instead of surprises.
What insurance sales leaders are telling us.
Based on conversations with brokers and agents selling benefits, commercial lines, and insurtech platforms.
Reps answer the claims, loss-ratio, and network questions in the moment instead of taking them away and losing the renewal window.
HR, risk, finance, and procurement each get the thread that matters to them, from a team working off one shared account memory.
CRM updates and follow-ups capture the buyer's own language, so forecast calls run on evidence instead of recall.
Three things a recorder can't do in a renewal call.
Passive summary is one category. Active workflow is a different one, and it is the one that holds the book of business.
WingRep surfaces the specific loss ratio, network, or coverage detail while the question is still on the table, so a rep never has to promise to follow up on it later.
HR, risk, finance, and the broker of record each hear the thread that matters to them, from a team working off one shared account memory.
It drafts the follow-up in the buyer's language, updates the CRM, files the disclosure tasks, and books the bind. It closes its own loops.
Questions from insurance sales leaders.
The ones we get on every discovery call.
Give every insurance rep a WingRep.
Free to try. No credit card. Works with HubSpot, Salesforce, Zoom, Google Meet, and Teams.