The AI Co-Pilot That Preps Insurance Sales Reps Before Every Meeting.
Insurance sales reps spend 1-2 hours per meeting manually researching prospects across Google, LinkedIn, and company sites. Industry research shows only 30% of a rep's week actually goes to selling - the rest disappears into admin and research. With over 31.5 lakh licensed insurance agents in India, there is no India-localized AI meeting-prep tool built for this exact workflow.
InsurePrep is the AI co-pilot that auto-researches your prospect and delivers a 3-minute, insurance-specific prep brief to your phone before every meeting - so you walk in knowing exactly what to pitch and why. It's not a CRM, not a call recorder, and not a stale contact database - it's an intelligence generator built specifically for insurance and BFSI sales.
Calendar sync (Google Calendar/Calendly) auto-triggers research the moment a meeting is booked
A six-node AI pipeline (Firecrawl scrape -> extraction -> strategist LLM -> formatter -> delivery -> post-meeting summary) builds the brief
Swipeable 'Hook / Risk / Pitch' card delivered before the meeting
Manager Kanban pipeline view with AI risk flags on stalled deals
CEO dashboard tracking 'AI-Influenced Premium' - real revenue impact of AI-prepped meetings
Phase 4: RiskDraft AI - an underwriter draft generator that produces full risk-proposal drafts (60-90 seconds) trained on a firm's own past proposals via RAG, across 16 project types (solar, metro, data centres, refineries, and more)
Tools like Gong cost roughly ₹1,600/user/year and aren't built for insurance. LinkedIn Sales Navigator gives stale contact data, not risk intelligence. InsurePrep turns 1-2 hours of manual research into a zero-click, insurance-specific brief - and its RiskDraft AI feature compresses a multi-day underwriter proposal process into under two minutes.