Looking as
See it as an agent.
Nothing here is a screenshot — click anything. What you do in one chapter shows up in the others, so approving a sale really does move the board and land on a statement. Approving is an admin's job, so switch to Admin to review your sale — and to open payroll, SMS marketing, the AI voice bots and the rest of the console.
Opening & rapport
1.5 / 1.5
Discovery
1.75 / 2
Presentation
1.75 / 2
Opening rebuttals
1 / 1
Closing rebuttals
1.25 / 1.5
Compliance
1 / 1
Close & e-sign
1 / 1
Key moments
- 0:41Confirmed household and start date before quoting anything.
- 8:32Split the first-month total from the monthly premium clearly.
- 12:54Second price rebuttal went to a cheaper plan before asking what mattered.
Coaching
Strong, clean call. The one thing to tighten: on the second price objection 12:54 you jumped straight to a lower plan. Ask which matters more — the coverage or the monthly — before you move them down, so the downgrade feels like their choice.
Primary objection
Price
Opening rebuttal
“Just looking”
- Raised
- Acknowledged
- Re-engaged
- 1 rebuttal attempt
Closing rebuttal
“Price”
- Raised
- Acknowledged
- Re-engaged
- 2 rebuttal attempts
The agent and customer channels are transcribed separately, so a quote is never put in the wrong mouth. The grader also reads the dialer's call log — who hung up, the disposition, whether the agent called back. The rubric is yours to edit.
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