Sharpsell.ai empowers insurance advisors, RMs and Bank SPs with content and tools that help them engage with prospective customers and drive revenue.
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“I would rather try and sell a product that I know than pitch a product that I am not an expert on. I don’t want the customer to think I am not well prepared.”
Advisors are unable to sell the majority of products due to lack of understanding and inability to pitch them effectively.. They only push the products they are comfortable with.
“The moment the customer hears that I am an insurance seller they try to evade me, I struggle to earn their respect or engage with them meaningfully”
With a lack of insurance expertise, most advisors become pushy salespeople. They do not have the sales skills to sell and handle objections effectively.
“Selling insurance is a tough job. It’s really difficult to get leads or engage customers when you are new. When my manager puts pressure on hitting sales numbers without hand holding, I see no option but to quit."
There is a lot of churn on the ground. We invest a lot of energy in training and equipping new sellers and agents and they quit in a few weeks, a lot of times even before making their first sale.
Our platform capabilities serve a diverse range of roles and business units. There is something for everyone.
Sharpsell.ai helps Insurance Advisors have better conversations with customers, improve conversions and drive revenue
Users - Independent Agents, Captive Agents, POS Agents
Sharpsell.ai helps Insurance Agency Managers manage their team and improve conversions
Users - Agency Managers
Sharpsell.ai helps the Direct Sales Team of Insurance Carriers convert leads faster.
Users - Direct Sales Team - on field, Direct Sales Team - contact centres
Sharpsell.ai helps Insurance Channel Partners, like Bancassurance channel, learn about the products and sell them effectively.
Users - Banca RMs, Financial Advisors, Consultants
Book a demo to get a full walk through of the Playbook platform
Ensure that each presentation and content that is used by the advisors and sales team is always brand and regulatory compliant. Do not worry about missed disclaimers, or outdated product information. Sharpsell.ai can automate the update with zero effort.
Prepared to scale with you every step of the way.
Get visibility of seller activity with actionable insights on product mix, ticket sizes, content usage and seller capability to drive positive sales outcomes.
Sharpsell.ai is a ISO 27001 certified organisation and is GDPR compliant. Ensure enterprise grade security with end-to-end encryption hosted on secure cloud infrastructure.
Go live in record time with Sharpsell.ai’s pre-built content templates and ready to use plugins and dedicated onboarding support
Sharpsell comes with out-of-box integrations for SSO and data lake integrations. Seamlessly integrate with existing CRM, HRMS and analytics platforms without breaking a sweat.
Reach out to find out how Sharpsell.ai can help your sales achieve its ideal outcome.
Sharpsell.ai won the Brandon Hall Group Award for helping Aditya Birla Sun Life Insurance sell 56% more policies with its sales playbook automation platform.