“I like the idea. I just need to keep this around seventy dollars a month.”
Live listeningContext becomes guidance
In the agent’s earPrivate guidance
Price objection
Understand the need behind the number.
“That makes sense. What would you want this coverage to take care of for your family?”
Suggested response · Agency playbook
Dynamic scriptBring it back to their family
Who would you want to protect first?
Added to the call
AI data captureReady to review
Monthly budget
$70
Next-step reminder
Confirm a comfortable monthly budget.
Keep the next commitment in view.
After-call coaching
92/100
Asked about the need before moving to options.
From the first word to the next better call.
AI is part of the work your agency already does. It gives agents context, helps managers coach and turns conversations into records the whole team can use.
Listen. Recognize. Respond.
Follow live transcripts, surface objections and bring the relevant rebuttal into the moment. Suggestions, next moves and reminders help the agent keep the conversation moving.
Live call context and caller mood
Objection support from your playbook
Next steps and timely reminders
The detail becomes the record.
Core54 AI picks up important facts as the caller shares them. Review a suggested name, beneficiary or other detail and fill its field without breaking the conversation.
Caller-said details offered as chips
One-click field completion
Dynamic scripts with fields beside the question
Your knowledge. Right there.
Maple brings answers from your carrier guides, scripts and house rules into the agent’s workspace. The source stays visible so the agent can see where the answer came from.
Agency knowledge in the call flow
Carrier-guide answers with sources
Clear context when an answer is not from a guide
Turn a call into a coaching moment.
Score completed calls against your agency’s coaching principles. See the key line, why a conversation stalled and what the agent should try next time. Managers can review and add their judgment.
Call reviews and explained scores
Coaching principles your managers own
Feedback that informs future grading
The intelligence goes beyond the call.
“I need to think about it.”
Practice with Dorothy.
An AI customer who raises the objections agents hear in real conversations. Give the team a place to practice before the next call.
Read carrier notices, match them to policies, fill missing details and open tasks. AI helps interpret the notices that rules alone cannot resolve, with exceptions queued for a person.