AI producer coaching for insurance branch managers
Develop every producer. Without coaching every call.
You own branch production, but cannot rehearse every price objection or review every missed opportunity. Simmie scores real calls against your standard, builds each producer's next simulation, and shows you who needs your help. More practice for the team. More time for the coaching only you can do.
Producer readiness
Discovery rubric v4 · sample
Example readiness view. See who needs attention, review the gap behind their score, and focus your next one-to-one instead of listening to every call.
The branch manager's bottleneck
Your calendar is not a coaching strategy.
Between recruiting, carrier updates, renewals, and the production target, you still have a team to develop. You know they need more practice. What you do not have is another hour to play the hesitant buyer or explain the same price objection again. So the practice waits, and the next lead does not.
Every coaching request lands on your calendar
One producer needs help with discovery. Another loses confidence when a prospect says the quote is too high. A third needs to explain a renewal increase. They need different practice, and you cannot play every prospect.
The quote count hides the conversation gap
You see activity and production. Those numbers do not tell you who skipped a coverage question, defaulted to price, or never asked for the next step. You end up investigating after the opportunity is gone.
New producers learn on leads you paid for
Licensing and carrier training give a producer product knowledge. Applying it to a hesitant buyer takes repetitions. When those repetitions depend on your availability, the learning moves onto live calls.
Your best producer keeps becoming the coach
A ride-along can show what good looks like. It cannot give every teammate the individual practice they need, and every repeat session takes a strong producer away from their own pipeline.
The same feedback comes back next week
You covered the objection in the team meeting. Without targeted follow-up practice, the producer reaches for the same answer on the next call. You repeat the coaching instead of moving the branch forward.
The answer is not more hours from you. It is the right practice for each producer.
From conversation to coaching
You set the standard.
Simmie keeps the practice moving.
A score should start the next coaching step, not create more homework for you. Simmie connects conversation scoring, personalized simulations, and progress tracking. A producer who struggles to explain coverage gets practice on that gap. You see whether the next attempt improves and where to step in.
Find the gap
One coaching standard
Score real calls and practice sessions against your discovery process, coverage language, and objection framework. Calibrated scoring gives you a consistent starting point for coaching, not another stack of calls to review.
Build the skill
Practice for each producer
A missed needs question should lead to discovery practice, not another generic sales course. Simmie builds the next simulation around that producer's gap, with an AI prospect who pushes back.
Focus your time
A clear coaching priority
See who is improving, who needs another repetition, and who needs your help. Review the evidence behind the score and bring a specific coaching point into your next one-to-one.
You stay the coach. Simmie handles the repetitions between your conversations. Your approved language and escalation rules belong in the rubric; practice scores do not replace licensing, compliance review, or your judgment.
A real call, not a quiz
Your producer talks to a live AI prospect
A prospect wants the lowest price. A business owner has not considered a coverage gap. A policyholder is upset about a renewal increase. Your producer practices asking better questions and explaining the tradeoffs out loud, with an AI customer who does not simply agree.
- Discovery, price objections, coverage explanations, and renewals across your product mix
- Voice practice without a live lead at risk or a manager running the session
- Specific feedback that shapes the next simulation, not just a score
David Reyes
Prospect - shopping auto + home
Done-for-you onboarding & setup
Built around the way your branch sells.
You set the standard. We configure the rollout.
Bring your sales process, carrier and product context, approved language, and examples of strong calls. We help configure the rubric, supported call and transcript workflows, and initial simulations for your branch.
Turn each gap into the next practice call
Simmie scores conversations and builds personalized simulations from the gaps. Producers rehearse discovery, price objections, coverage explanations, and renewal conversations out loud, without waiting for you to run the session.
Review progress and coach where it counts
See readiness by producer and branch, with the conversation evidence behind each score. Step in when someone stays stuck, recognize improvement, and use your coaching time where your experience makes the difference.
Built for how agency networks are run
One standard. Every office. One view.
Your branch, producer by producer
Start with who practiced, what improved, and who still needs your help. Open the conversation evidence behind a score when you need more context.
One standard, individual practice
Give the team consistent expectations for discovery, explanations, and next steps. Each producer practices the skills they need, not the same script as everyone else.
A shared view across locations
When the rollout expands, regional leaders can compare readiness while each branch manager keeps the detail needed to coach their own team.
Setup that does not become your second job
We configure the agreed workflows and initial scenarios with your team. Your job is setting the standard and coaching the exceptions, not assembling a training system.
South Central
4 offices · 23 producers
Gulf Coast
3 offices · 17 producers
Northgate group
2 offices · 11 producers
Lakeview group
5 offices · 29 producers
Measure the difference in your branch
Less repeat coaching. More focused development.
+22
Avg. score improvement with our AI Coaching, engaged users
72.9%
Of users improve their score
Platform-wide results across engaged users, not insurance-specific outcomes or a revenue guarantee. Track your branch's coaching time, ramp, and conversion separately.
Manager time back
Track weekly hours on roleplay and call review
Compare your current coaching workload with reviewing progress and exceptions. Count the hours you actually recover, not every minute of practice as a saving.
Progress from new hire to ready
Track time to your conversation standard
Give new producers more discovery and objection-handling repetitions before live calls. Review readiness alongside time to productive activity, not just licensing and course completion.
Better use of each opportunity
Review discovery, explanations, and next steps
Track conversation quality alongside quote-to-bind and renewal results. Lead quality, pricing, and market conditions also matter; do not treat a practice score as a revenue guarantee.
Use focused practice to improve readiness before live calls. From there, teams can evaluate ramp compression and reclaimed manager hours with their own data.
Starts at $495 / mo. · Up to 10 users · See all pricing offers
Pricing
Starts at $495 / mo.
Includes up to 10 users. Visit our Pricing page for all plans and pricing offers.
Frequently asked
Insurance producer training, answered.
How does this reduce a branch manager's coaching workload?+−
Simmie handles the repeated cycle of scoring conversations, identifying gaps, and building follow-up practice. Producers get repetitions without waiting for you. You review progress and spend your coaching time on the people and conversations that need your experience.
Does this work across our insurance product mix?+−
Yes. Scenarios can cover discovery, price objections, coverage explanations, and renewals across your agency's lines. We configure the product context, customer profiles, approved language, and scoring criteria rather than treating every insurance sale as the same conversation.
Is this only for new producers?+−
No. New hires can practice the fundamentals before live conversations. Experienced producers can work on a persistent objection, a new product, or a difficult renewal. Each producer's gaps determine the next practice, not a generic course assigned to everyone.
Can we use our own scoring criteria?+−
Yes. Your discovery process, objection framework, coverage language, and escalation rules inform the rubric. We calibrate scoring against reference conversations so the team shares a consistent coaching standard.
Does a readiness score certify insurance compliance?+−
No. Simmie supports practice and assessment. It does not replace licensing, carrier training, suitability requirements, compliance review, or your supervisory responsibilities. A practice result is coaching evidence, not a regulatory certification.
How is it priced?+−
Starts at $495 / mo. Includes up to 10 users. Visit our Pricing page for all plans and pricing offers.
Who handles setup?+−
You bring the business context and coaching standard. We configure the initial scenarios, scoring, and supported conversation workflows, then onboard managers to review progress and exceptions. Timing depends on the agreed scope and your agency's approvals.
We already have roleplay. What changes?+−
The connection between conversations and follow-up practice. Simmie scores against your standard, identifies the producer's gap, and builds their next simulation. You do not have to turn every score into a training plan or run every repetition yourself.
How do we make practice part of the week?+−
Start with a conversation the team regularly struggles with and build practice into your existing coaching cadence. Producers get a specific skill to work on, while you review participation and progress. Use one-to-ones for persistent gaps rather than repeating the same roleplay with everyone.
Can AI replace my judgment about a producer?+−
No. Calibrated scoring gives you consistent criteria and evidence to review. It helps you choose where to coach and assess progress; you retain the decisions about supervision and readiness for live customer conversations.
What about customer data and call recordings?+−
We scope supported conversation sources and your data-handling requirements during onboarding. Your agency determines recording consent, access, retention, and any required security review. You can begin with simulations without importing customer calls.
Can I start with my own branch?+−
Yes. Choose a coaching priority and scope a branch rollout around it. You can establish a baseline, review progress, and extend the same standard to other locations without losing the individual producer view.
Start narrow
Give your producers more practice. Not more of your calendar.
Bring the conversation you keep coaching: the price objection, the missed discovery question, or the renewal call. We'll show you how to turn it into personalized practice and a clear view of your branch's progress.
Your playbook · Personalized practice · Done-for-you setup with your Annual License