Practice explaining coverage, answering questions and handling objections with AI customers. Training managers can review what each person said and how they said it.
Some customers want to understand their coverage. Others are worried about premiums. Practice responding in your own words.
Live voice roleplay
James Carter · Male, 40s
Handle a busy office worker in his 40s
who wants to hang up fast
Hi. A friend referred me, but I think the policies I already have are enough.
I don't really need insurance advice right now. I'm a bit busy today too, sorry.
There's a gap in my cover? Okay, I'll hear you out briefly.
Just tell me how it's different from what I have.
Custom scenarios
Practise with my customerRelationshipRequired
Age rangeRequired
OccupationOptional
SituationRequired
Goal for this call Agree on a specific meeting time.
What will you plan for?Required
Customer interestRequired
High interestAlready sees the need for advice.
Low interestSees little need or feels pressured.What is the customer's style?Optional · pick 1
Review practiceCustom scenarioPhone call
Cuts in when explanations run long. Doesn't see the need yet and wants a short call.
Feedback and review
ReportCustomer who turns down insurance right away
Emily Clark · Female, 40s
Here is the feedback
you need
Summary
You explained the product's value straight away and didn't hear why the customer was reluctant.
Check what the customer thinks and ask permission before explaining; the conversation will flow more easily.
Goals met1 / 2
Did you say who you are and why you called up front?
Did you hear their view on current cover and ask before going on?
Customer's reaction
Upset
Okay
HappyI said it was a bad time, but the pitch kept going and felt like pressure
Estimated from the conversation
What to improve
1Open by asking permission
After your greeting, ask whether you may continue before going on.
What you said
A great new product just came out, so let me walk you through it.
AI suggestion
“Would it be all right if I took two minutes to go over your cover?”
2Acknowledge the customer's pressure first
3Respect the customer's wish to end
When a customer says no, ask how they feel about their current cover before explaining anything.
Your speaking habits
You said “basically” 3 times.
Confident phrasing builds more trust.
You waited 1.2 s after questions.
Waiting about 3 seconds invites fuller answers.
Your pace is a little fast
You speed up when explaining cover. Pause after each sentence.
Your tone stayed steady.
It held even when the customer said no.
Review each person’s practice activity and assessments, then listen to their practice recordings. Manage scenarios and assessment criteria based on your team’s training standards.
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Last 7 days
Coverage review · North 1 · 14 Oct 2026, afternoon · 12 min 40 s
Reading00:001. Greeting and reason for the call
The agent confirmed the customer’s identity, gave a coverage review as the reason for calling and asked for three minutes.
Hello, is this <NAME>? This is <NAME> from Demo Insurance. I’m calling about a coverage review for the policy you took out.
Yes, what is it about?
Could we take three minutes to check whether there are any gaps in your cover?
Okay, but keep it short.
The agent reviewed the health and life policies and confirmed the current cancer diagnosis benefit of ₩10,000,000.
You have a health policy and a whole-life policy. Hospital and surgery costs are well covered.
Your current cancer diagnosis benefit is ₩10,000,000.
I thought that was enough.
The agent suggested a higher benefit and gave an estimated premium.
One option is to increase your cancer diagnosis benefit to ₩30,000,000.
So how much more would I pay?
Based on your age, an extra ₩20,000,000 in benefits would cost about ₩28,000 a month.
The customer raised the premium twice; the agent explained the payment plan, then offered to adjust within the current premium.
What I pay now is already a stretch. I don’t think I can add more.
First premium concern. The next line went straight to the payment plan without acknowledging it.
You only pay for 20 years, and after that the cover simply continues.
But my monthly payment still goes up.
Second concern. Only now did the agent offer to adjust within the current premium.
That’s fair. Let’s also see whether we can adjust things within what you pay now.
The agent answered questions on renewals and eligibility.
Will the premium go up when it renews?
Asked directly whether the premium rises on renewal.
With this policy, your premium stays the same throughout the payment term.
The agent explained that the premium stays the same during the payment term but did not refer to the product guide.
Do I need a health check to sign up?
If you haven’t been treated for a serious illness in the last five years, you just answer a few questions.
They agreed to text the quote and call again on Friday at 2 pm.
You don’t need to decide today. I’ll text you the quote.
I’ll talk it over with my family first.
Did not decide on the spot; wants to talk with family first.
May I call you again on Friday around 2 pm?
Proposed a specific day and time to call back and got agreement.
Yes, call me then.
Thank you. Have a good day.
Practice an insurance call with an AI customer, from the opening greeting through coverage explanations, questions and objections.
Practice asking about a customer’s situation and existing coverage, then explaining relevant products clearly.
Match and redact the same information in both formats so call records can be used for training and analysis.
RedactedSample previewRedaction of a fictional call script.
↓ DownloadReplaced spans10
PII types6
Unique values6
Original
AgentHello, am I speaking with Dana Kim?
CustomerYes, this is Dana Kim.
AgentTo verify your identity, please tell me your date of birth.
CustomerMarch 12, 1988.
AgentYour number on file is 555-000-0000.
CustomerYes, and my address is 123 Sample St, Testville.
Redacted
AgentHello, am I speaking with <NAME_1>?
CustomerYes, this is <NAME_1>.
AgentTo verify your identity, please tell me your date of birth.
Customer<BIRTH_DATE_1>.
AgentYour number on file is <PHONE_1>.
CustomerYes, and my address is <ADDRESS_1>.
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