Needs-based advice
Help advisers uncover cover gaps, match customer needs to the right policy wording and scheme, and explain the recommendation clearly before a live call.
Build curricula from policy wordings, TOBA language, scripts, customer personas, scorecards, and real objections, then connect what advisers learn to what they must do across the customer lifecycle.
Help advisers uncover cover gaps, match customer needs to the right policy wording and scheme, and explain the recommendation clearly before a live call.
Prepare advisers to explain premium changes, handle renewal objections, and discuss fair value without losing the approved language.
Build judgement for distressed or vulnerable customers, complex claims, and service calls where pace, empathy, and disclosures all matter.
"In insurance, trust is everything on a call. Prepse lets our advisers build that trust in practice before a customer ever picks up."
Prepse carries approved policy and process from the first Guide through a narrated Walkthrough and Quiz, then into an AI roleplay that can sit inside the curriculum or run on its own. Advisers practice before the real call, where there is no rewind button.
Use Guides for focused reading, narrated Walkthroughs for sectioned presentations, and Quizzes to check approved product and process knowledge.
Advisers work through realistic personas and objections, then get scored feedback against your scripts and scorecards.
Combine required-step progress, Quiz scores, and AI roleplay results for disclosures, vulnerable customers, and fair value.
Give advisers one place to learn the approved material, test their understanding, practice the hard calls, and prove they can put it all to work.
Set quiz pass marks and choose the customers advisers must handle in roleplay. Award the badge only after every required step is met.
Turn policy wordings, scheme guidance, and approved scripts into readable Guides. Break each lesson into clear sections and place it where it belongs in the curriculum.
Choose one
Ask single-answer, multiple-answer, or true-or-false questions. Set the pass mark, attempt limit, and explanation for each answer.
See curriculum progress, Quiz scores, and AI roleplay results together. Compare readiness by adviser, team, region, or network before the next live call.
Track every adviser and required step. See who finished, who is still working, and where someone stalled before the next team review.
Give advisers realistic customers, objections, and scorecards built from your own calls. Use roleplays inside a curriculum or as one-off practice.
Bring policy wordings, TOBA language, scheme names, an approved script, a product change, or a difficult call. Prepse drafts the learning path.
Sequence Guides, narrated Walkthroughs, Quizzes, and AI roleplays. Mark required steps and make useful extras optional.
Publish new wordings, products, and scheme guidance consistently, then assign the path by network, region, team, or adviser.
Track reading and Walkthrough progress, Quiz scores, and AI roleplay results.
Turn a Guide into flashcards, slides, audio, or a question-and-answer chat.
Bring in approved material and call moments from Gong or Fireflies, or upload a recording.
Broker networks and insurers use Prepse to roll out approved learning across the customer lifecycle, then combine progress, Quiz scores, and AI roleplay results before advisers handle live calls.
You know what good looks like. Prepse tracks required learning, Quiz scores, and AI roleplay results, so you can see who needs more help.
Real calls don't have a rewind button. Prepse lets you restart practice until the hard moments feel manageable.
Prepse is the AI-powered learning management system for insurance teams. It turns policy wordings, scheme guidance, approved scripts, and real customer calls into guided curricula with reading Guides, narrated Walkthroughs, Quizzes, and AI roleplays.
Advisers learn the approved material, practice applying it, and earn completion only after meeting the criteria you set.
Use Prepse for adviser onboarding, new products and scheme changes, needs-based advice, premium and renewal conversations, cover gaps, vulnerable-customer and fair-value scenarios, cross-sell, claims, service, and support.
Create the curriculum once, then let each adviser learn the material and practice the calls that matter.
It depends on the amount of material and the size of the curriculum. Tell Prepse who it is for, what advisers need to learn, which wordings and scripts to use, and what counts as complete. Prepse drafts the Guides, narrated Walkthroughs, Quizzes, and AI roleplays for you to review.
Measure more than attendance. Prepse shows curriculum progress, quiz scores, roleplay results, and the exact requirement where an adviser stalled.
Compare readiness by adviser, team, region, or network before the next live call.
Yes. Build learning and practice for new business, renewals, retention, cross-sell, claims, complex advice, service, and support.
Add policy details, prior calls, and account history when an AI customer needs more context.
Yes. Assign a curriculum to individuals, teams, or the whole workspace, then track every adviser against the same requirements.
No. Prepse works on its own.
Its MCP server also connects Prepse with Claude, ChatGPT, and the tools where your wordings, scripts, and call moments already live.
Yes. Bring in a call from Gong or Fireflies, or upload a recording. Prepse turns the people, questions, and difficult moments into focused learning and practice for your team.
Instead of only reviewing what happened, advisers can learn from the moment and rehearse it before the next live call.
No. Roleplay is one part of Prepse. A guided curriculum can combine reading, narrated Walkthroughs, Quizzes, and scored practice.
An AI roleplay can be a required step with its own completion criteria or a one-off practice call.
Your data stays yours. Prepse encrypts data when it is sent and stored, keeps each customer workspace separate, limits access by role, and never uses your content to train shared AI models. Read our Privacy Policy for more details.
Bring a policy wording, TOBA update, new scheme, approved script, or difficult renewal. We will show you how Prepse turns it into an ordered learning path during the demo.