AI Sales Roleplay
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AI Sales Roleplay and Coaching for Insurance Teams

Outdoo helps insurance providers ramp agents faster, improve policy conversations, and build member trust. Agents, brokers, and adjusters practice lifelike client scenarios - policy pitches, claims discussions, renewals, while AI delivers coaching and readiness scores tied to compliance, customer satisfaction, and revenue growth.

34% faster onboarding for new insurance agents
3x stronger consistency in policy presentations and claims handling
27% higher renewal and cross-sell success rates
4.6
Recognized as Momentum Leader
4.9

Why insurance teams need better readiness

Insurance is built on trust, compliance, and clear communication. But traditional training does not prepare teams for complex policies, sensitive claims, or compliance-driven conversations.
Onboarding new agents takes too long
It can take months before new hires are confident selling or servicing policies.
Inconsistent policy communication
Agents often explain policies differently, creating confusion and compliance risks.
Difficult claims and renewal conversations
Handling claims, price increases, or non-renewals without preparation erodes customer trust and retention.
Real-Time Call Scoring

From training sessions to client-ready insurance teams

Outdoo equips insurance agents, brokers, and support staff with practice and AI coaching designed for industry-specific scenarios, ensuring compliance, trust, and measurable outcomes.

Faster Ramp for Agents

Roleplays for policy presentations, objections, and underwriting conversations
Reduces time-to-first-policy by up to 34%
Builds confidence before meeting real clients

Consistent Policy Explanations

Standardizes communication for life, auto, health, and property lines
Ensures clients clearly understand coverage and exclusions
Reduces compliance and mis-selling risks

Renewal and Cross-Sell Readiness

Practice scenarios for renewal objections, price changes, and upselling add-ons
Prepares teams for tough conversations on premiums and coverage gaps
Improves renewal and expansion rates

Claims Conversation Training

Roleplays for first notice of loss, claims denials, and complex settlements
Builds empathy and compliance during sensitive interactions
Increases CSAT and retention after claims

ROI Leaders Can Show

Dashboards connect readiness to policy sales, renewals, and CSAT
Proves ROI of training and coaching programs
Builds visibility with executives and regulators

Enterprise-Grade Security

Outdoo is built to meet enterprise standards with compliance, auditability, and scale.

Testimonials

“MeetRecord (now Outdoo) has revolutionized our onboarding process. The AI-driven call ratings, high-scoring call library, and comprehensive coaching resources have made a significant impact on how quickly and effectively we can train our new sales reps.”
Read the full story
Casey Savlov
Executive Vice President, Vita Inclinata Technologies
"MeetRecord (now Outdoo) has been invaluable in improving our sales process and closing more deals. 
The best thing is that it allows our sales team to record demos and review them 
before the second meeting."
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Luis Rocha
CRO, Coverflex
"We were thrilled with the value, customer support, and MeetRecord (now Outdoo) team's commitment to client feedback-driven product updates. If you're looking for a sales coaching tool or post-demo analysis, you have to give MeetRecord a try!"
Read the full story
Andrew Voelker
CRO, Hive

Frequently asked questions

Everything you need to know about the product and billing.
How does AI roleplay help insurance teams?
It prepares agents, brokers, and adjusters for policy presentations, renewals, objections, and claims conversations before they meet clients.
Can it reduce time-to-first-policy for new agents?
Yes. Outdoo cuts onboarding ramp by up to 34% by preparing agents for lifelike policy conversations.
Does it help with compliance?
Absolutely. Outdoo simulates disclosure and compliance-driven conversations, reducing the risk of mis-selling and regulatory issues
.Can it improve renewal and cross-sell outcomes?
Yes. Teams practice renewal negotiations, premium changes, and upsell scenarios, leading to stronger retention and product adoption.
Does it support claims handling training?
Yes. Outdoo provides scenarios for claims denials, settlements, and sensitive loss conversations, improving empathy and compliance.
Is it secure for policyholder data?
Yes. Outdoo is SOC 2 certified, GDPR-compliant, and supports SSO, encryption, and audit logging.

Fuel your Pipeline. Accelerate Revenue with Outdoo.

Spot deal risks early, understand buyer signals, and coach your teams to win faster. Outdoo drives predictable, scalable growth with AI-powered insights and automation.
4.6
Recognized as Momentum Leader
4.9

Experience Meetrecord in Action

Witness MeetRecord, the world's first agentic revenue intelligence platform, through the eyes of a Sales Director & Sales Rep—explore the future of sales!
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