Needs-based advice
Help advisers uncover gaps and recommend cover before they quote on a live call.
Prepse is a flight simulator for insurance advisers, built from your scripts, personas, scorecards and objections.
Help advisers uncover gaps and recommend cover before they quote on a live call.
Practice explaining premium updates and keeping accounts without cutting corners on compliance.
Prepare advisers for distressed callers where pace, empathy and disclosure requirements all apply.
"In insurance, trust is everything on a call. Prepse lets our advisers build that trust in practice before a customer ever picks up."
Launch practice on a platform built from your call scripts, with scoring and certification at scale.
Advisers rehearse against personas from your scripts and get feedback when a simulation ends.
Roll out new wordings, products and objection handling to every adviser the same day you publish.
Set the bar on disclosures, vulnerable customers and fair value, then track who has passed before they dial.
Realistic buyer personas with real voices, real objections, and real attitudes, all tuned to your market.
Auto-generated custom lesson plans for any new industry, product, or pitch, with quizzes baked into every lesson.
Score every simulation against your team's competency framework, with gaps coached in plain English.
Compare advisers, teams, and regions on talk ratio, monologue length, filler words, and words per minute, all against your own scorecard.
Certifications auto-assign when advisers clear the bar and auto-expire on the cadence you set, all tracked in one view.
Define the response to every renewal objection and cover gap, so every adviser handles pushback the same way.
Tell Prepse the gaps you want closed and a custom curriculum builds itself, simulation by simulation.
Add your policy wordings, TOBA language and scheme names, so every persona challenges advisers in the language your customers use.
Customers end calls early, change their minds, and push back harder every time, so advisers can't memorize their way out.
Lock down sensitive tracks or open practice to the whole team by granting permissions on a project-by-project basis.
Advisers send any simulation or session to their manager for performance reviews, with permissioned, expirable links.
Connect any MCP client. Build personas, scorecards, and check certifications from your agent.
Broker networks and insurers use Prepse to certify advisers before they handle live customer calls.
You know what good looks like. Prepse scores every simulation and shows you who's ready.
Real calls don't have a rewind button. Prepse lets you restart until the hard moments feel manageable.
Prepse is the flight simulator for your insurance advisers. They practice against AI customers built from your scripts and get plain-English feedback the moment a simulation ends, so they walk into real renewal, retention and cross-sell calls well-prepared.
Use Prepse across your advisers to certify on every scheme, premium change and product launch.
Managers drive consistency and coach the moments that move renewals and retention.
Initial setup takes ~10 minutes, and you can start practicing immediately.
Describe what your advisers need to handle in a chat, and Prepse generates the personas, scorecards, and lesson plans on the spot. Review, publish, and start running simulations.
Prepse delivers results in 30 days, not a quarter. It tracks time-to-first-closed-won, certification pass rates and ramp time from day one, without extra instrumentation or integrations.
Yes, Prepse works whether you're 5 advisers or 500.
Individuals can sign up for an account and get up to 10 FREE simulations, no credit card required. Free individual accounts do not include team access. Teams of 5+ often see the biggest impact because coaching and habits compound across the organization.
As long as a normal conversation would. Prepse is designed to mimic the real conversations you have with your customers, so a new-business discovery call runs a few minutes, a renewal fifteen, a vulnerable customer conversation can run thirty. Advisers run simulations end-to-end or can regroup and retry again later.
No integrations are required. Prepse runs fully self-contained.
But Prepse now ships a launched MCP server that connects across your entire stack, pushing and pulling data with call recorders (Gong, Fathom, Fireflies), CRMs (Salesforce, HubSpot, Zoho), and LMS and sales-content tools (Highspot, Allego). It works right inside Claude, ChatGPT, and other MCP clients, so enablement happens where your team already works.
Yes. Prepse turns real customer calls into practice, not just generic scripts.
Pull real call snippets from your call recorders (Gong, Fathom, Fireflies) via the Prepse MCP server, or upload your own recordings, and Prepse builds personas, objections, and scenarios that mirror your real calls. Post-call tools analyze conversations after they happen; Prepse lets advisers re-run those same moments before the next live call.
No. Prepse supports the full customer lifecycle, not just new-business pitches.
Add extra conversation context, like policy details, prior calls, and account history, and the AI buyer holds longer, more complex conversations. That covers renewals, cross-sell, claims and complex advice, and service and support teams, not only the first sale.
No. Roleplay is one part of Prepse, not the whole story.
Prepse is an AI-native learning management system for advice and sales teams. You build the curriculum from your playbook, advisers rehearse through high-volume live roleplays against AI customers, every session is scored against your rubric, and advisers certify on what they can actually do on a call. It connects to your stack and coaches from real calls too. The old LMS was built to log who finished a course. Prepse is built to prove who can hold the customer call, and that is where training is headed.
Your data stays yours. Prepse encrypts data in transit and at rest, isolates workspaces per customer, enforces role-based access, and never uses your content to train shared models.
We're no stranger to compliance so our practices are designed to align with both SOC 2 and ISO 27001. Full details in our Privacy Policy.
Book a 30-minute demo and we'll walk through how Prepse fits your call scripts and certification workflow.