usestandby
Sign inBook a demo
For insurance agencies

Built for the way
insurance actually sells.

Standby works for any sales team — but insurance is where it was forged. Final expense, Medicare and multi-line ship encoded: the scripts, the objections, the disclosures, the Bronze/Silver/Gold framing, and the retention rules regulators expect. No generic coach guessing at your motion.

Book a demo See the product
01Final-expense brain02Compliance03Your stack04FAQ
10yrTPMO-ready retention
<1slive compliance nudges
10dimensions, per line
~11two-party states handled
01 · Insurance-native

It already speaks
final expense.

Generic coaches don't know your script. Standby ships with the real final-expense flow encoded — intro, dig-into-why, quote, close, and a rebuttal for every objection — plus Medicare and multi-line awareness out of the box.

  • The full FE call flow, encoded — not a blank prompt
  • Objection rebuttals for “talk to my spouse,” price, AARP, trust
  • Bronze / Silver / Gold framing the carrier expects
  • Scoring re-weighted per line — FE, Medicare, term, multi-line
FE call flow● ENCODED
IntroDig into whyQuoteClose
“Let me talk to my wife first.”
Rebuttal · Spouse“Smart — let's get her on so you both feel good about it.”
02 · Compliance, live

The guardrails are
in the architecture.

Insurance calls collect the most sensitive data there is, on the most regulated motion there is. Standby flags risky language the instant it lands — and keeps the recording the way the rules require.

  • Per-state disclosure for the ~11 two-party-consent states + CA AB 2905
  • Live flags: no “guaranteed,” no government-office impersonation
  • Medicare TPMO 10-year encrypted retention baked in
  • SSN, DOB and bank data redacted before anything reaches a model
Compliance guard● LIVE
⚠ Flagged · “guaranteed”Swap to compliant phrasing before it's spoken.
SSN redactedDOB redacted10-yr TPMO retention
03 · Your stack

Plugs into the
stack you run.

Standby rides on the dialer and CRM your floor already lives in. Connect once with HMAC-verified webhooks; every scored call posts back to the contact record automatically.

  • Convoso & ReadyMode — the dialers FE floors live in
  • GoHighLevel & AgencyBloc — scorecards on the contact timeline
  • Twilio Media Streams for both-leg live transcription
  • NIPR license lookup & iPipeline on the roadmap
Insurance stack● CONNECTED
ConvosoReadyModeGoHighLevelAgencyBlocTwilioNIPR · soon
Lines covered

One engine, every
line you write.

Scoring, scripts and objections re-weight to the product on the call.

Final expense

The flagship flow — intro to close, every rebuttal, Bronze/Silver/Gold.

Flagship motion

Medicare Advantage

TPMO-aware disclosures, SOA logic, and 10-year encrypted retention.

TPMO-aware

Med Supp

Rate-and-plan comparisons coached cleanly, without the non-compliant shortcuts.

Clean comparisons

Term & whole life

Needs-based discovery and value framing scored for longer cycles.

Longer cycles

ACA / health

High-volume inbound and outbound, scored the moment the rep hangs up.

High volume

Multi-line

Auto, home and bundles — one rep, many products, one scorecard.

Bundles
Insurance FAQ

What agencies
actually ask.

Standby is built with the TPMO rules in mind: recordings are stored encrypted with a 10-year retention window, disclosures are nudged live, and PII is redacted before anything reaches a model. We're a compliance aid, not a substitute for your own legal review — but the architecture is shaped around the rules your agency already lives under.

Standby carries per-state disclosure logic for the roughly eleven two-party-consent states plus California's AB 2905 AI-call rule. When a rep is on a call that needs the recording-and-consent line, the copilot prompts them to read it before the conversation goes further.

No. Standby rides on what you already run — Convoso, ReadyMode, GoHighLevel, AgencyBloc, Twilio. You connect once with HMAC-verified webhooks and the scorecard posts back to the contact record. It's assist-only; it never auto-dials.

SSN, DOB, phone and bank routing/account numbers are scrubbed before anything reaches a model or a log. The model runs server-side with zero data retention, and every tenant is isolated by Postgres row-level security. See the full security posture →

Absolutely. The same engine powers any high-volume sales team — outbound floors, inbound desks, SDR/AE orgs. Insurance is just the vertical it was forged in.

Onboarding the first agencies now

A closer on standby
for every agent.

See Standby coach a live final-expense call in a 20-minute demo. We'll wire it to a test number on the call.

No credit card · assist-only · we never auto-dial