Cotización y perfilamiento
Answers the quoting call, profiles the prospect across five business decisions, prices the premium live against the real rate tables, and sends the written proposal before hanging up.
THE CONTEXT
A pricing call that loses the sale on either end
The prospect gets a number with no way to compare it, or waits hours to days for a proposal while interest cools off. 40 to 60 percent of requested quotes never turn into a sent proposal, and the ones that do often reach underwriting missing data.
THE SOLUTION
A quote priced, compared, and sent before the call ends
The agent profiles the caller, prices the premium live against the real rate tables, and builds two or three contrasted scenarios instead of a single number. It sends the written proposal — case pre-loaded for underwriting — before hanging up.
This is how a quoting call actually ends.
Watch the agent profile the caller, calculate three scenarios live, and send the written proposal in the same call.
KEY CAPABILITIES
A system built to price, compare, and close in one call
Live archetype detection
Infers what the caller actually cares about from what they say unprompted — a named hospital, a price-first question — before ever asking, and shapes the scenarios around it.
Verified pricing
Checks every calculated premium against a reference case before saying it out loud; if it doesn't check out, the agent won't guess — it escalates instead.
Live trade-off negotiation
Recalculates any lever the caller asks about on the spot, and corrects the ones that barely move the price instead of just running the number they asked for.
Same-call proposal
Sends the written quote before hanging up, with the case already pre-loaded for underwriting instead of arriving hours or days later.
Before / After
The pricing call stops ending in silence and starts ending in a sent proposal.
Two or three scenarios on the same axes, compared not just priced
Proposal sent before hanging up
Case pre-loaded and ready for underwriting
FAQs
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