What's included
Ask about a client, a lead or the book, and answers show the sources Bean checked.
Anything that would change a record is proposed, then waits for an explicit yes.
Insights and a qualification read from the lead as it stands.
Email drafts, a message composer and nurture suggestions per lead.
Role-play, an objection handler and a needs-analysis wizard built on a producer's real leads.
Your agency teaches the assistant what each stage of a sale means and what it must never say.
Privacy
Producer names are substituted before every call to the model, and every invocation is written to a hash-chained log. Bean works only over your agency's data, and Rachel's library holds only your agency's documents.
A browser softphone, a power dialer, two-way texting and email, with every conversation logged on the client's record.
Learn moreEvery call, text, email, appointment, SOA, quote, enrollment and policy on one page per client, newest first.
Learn moreDrip campaigns across text and email, audiences, forms, landing pages and lead intake, with STOP and unsubscribes honoured everywhere.
Learn more