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Sales Buddy – Your AI-Powered Insurance Sales Assistant 

Sales Buddy – Your AI-Powered Insurance Sales Assistant 

Sell Smarter. Close Faster

At MLAI Digital, we created Sales Buddy, an AI-driven sales assistant designed to empower insurance sales teams with the right knowledge, recommendations, and preparation tools. Sales Buddy helps agents boost productivity, improve customer interactions, and close deals with confidence. 

Why Sales Buddy? 

Sales teams often struggle with: 

Lack of Information – Limited access to product details, summaries, and competitor comparisons. 

  • Lack of Recommendations – Difficulty in matching the right product to the right customer profile. 

  • Lack of Preparation – Minimal training for role play, objection handling, and best practices. 

Sales Buddy solves these challenges with an intelligent, always-available AI assistant. 

How Sales Buddy Makes a Difference?

  1. For New Hires – Get instant guidance and personalized training without relying heavily on seniors. 

  2. For Experienced Agents – Sharpen skills with role play, advanced objection handling, and competitor insights. 

  3. For Teams – Standardize training, share best practices, and scale sales effectiveness across the organization. 

Key Features

Instant Information Access

Get quick answers about products, top selling points, and policy comparisons

Instant Information Access

Get quick answers about products, top selling points, and policy comparisons

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Role Play & Training

Practice sales conversations, handle objections, and learn through AI-powered simulations.

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Role Play & Training

Practice sales conversations, handle objections, and learn through AI-powered simulations.

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Continuous Learning

Access “Star Videos” and expert tips based on sales scenarios for ongoing skill improvement.

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Continuous Learning

Access “Star Videos” and expert tips based on sales scenarios for ongoing skill improvement.

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Smart Recommendations

AI suggests the best insurance plan tailored to each customer profile and history.

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Smart Recommendations

AI suggests the best insurance plan tailored to each customer profile and history.

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Competitor Analysis

Compare policies side-by-side to highlight your product’s advantages.

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Competitor Analysis

Compare policies side-by-side to highlight your product’s advantages.

Key Features

Instant Information Access

Get quick answers about products, top selling points, and policy comparisons

Instant Information Access

Get quick answers about products, top selling points, and policy comparisons

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Smart Recommendations

AI suggests the best insurance plan tailored to each customer profile and history.

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Smart Recommendations

AI suggests the best insurance plan tailored to each customer profile and history.

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Role Play & Training

Practice sales conversations, handle objections, and learn through AI-powered simulations.

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Role Play & Training

Practice sales conversations, handle objections, and learn through AI-powered simulations.

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Competitor Analysis

Compare policies side-by-side to highlight your product’s advantages.

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Competitor Analysis

Compare policies side-by-side to highlight your product’s advantages.

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Continuous Learning

Access “Star Videos” and expert tips based on sales scenarios for ongoing skill improvement.

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Continuous Learning

Access “Star Videos” and expert tips based on sales scenarios for ongoing skill improvement.

Sales Buddy vs. Traditional Sales Approach 

  1. Right Solution for Customers – AI recommendations vs. experience-based guessing. 

  2. Meeting Preparation – AI-driven role play vs. dependence on senior support. 

  3. Policy Comparison – Automated insights vs. manual reviews. 

  4. Training – Continuous AI-based learning vs. limited access to leaders. 

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Get In Touch

We’d love to hear from you! Reach out today to discuss your ideas, questions, or project requirements.

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Quick response time

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Expert guidance

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Friendly support

Key Features 

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Instant Information Access

Get quick answers about products, top selling points, and policy comparisons

Icon

Smart Recommendations

AI suggests the best insurance plan tailored to each customer profile and history.

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Role Play & Training

Practice sales conversations, handle objections, and learn through AI-powered simulations.

Icon

Competitor Analysis

Compare policies side-by-side to highlight your product’s advantages.

Icon

Continuous Learning

Access “Star Videos” and expert tips based on sales scenarios for ongoing skill improvement.

Comparison

The Challenges People Face and How Sales Buddy Helps 
 

Problem Sales Team Face 
How Sales Buddy Helps 


Limited Product Knowledge

Sales agents usually do not have access to the latest policy details and benefits comparison in real time. As a result, they do not respond promptly to clients.


Instant Information Access

Sales Buddy provides real-time access to product information, key selling points, and competitor comparisons all in one place.

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Difficulty Matching Products to Customers

Agents find it difficult to find the best policy for the right customer without data.


AI-Powered Recommendations

Sales Buddy analyzes customer profiles and suggests the best-fit insurance plans to improve conversions.

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Inadequate Training & Preparation

New and mid-level agents don’t have a system for overcoming objections or mastering their pitch.


Interactive Role Play & Training

With AI-driven simulations, agents can practice real conversations, objection handling, and scenario-based learning anytime.

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Manual Policy Comparison

It is very time consuming and is prone to errors when comparing multiple products of an insurance company manually.


Automated Competitor Analysis

Sales Buddy instantly compares competitor policies and highlights your product’s advantages to strengthen pitches.

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Inconsistent Learning Across Teams

Training techniques nowadays make it hard for sales teams to keep an equal skill level.

Continuous AI Learning

Sales Buddy offers “Star Videos,” expert insights, and personalized tips to ensure ongoing improvement and standardized sales excellence.

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Problem Analysts Face 

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Limited Product Knowledge

Sales agents usually do not have access to the latest policy details and benefits comparison in real time. As a result, they do not respond promptly to clients.

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Difficulty Matching Products to Customers

Agents find it difficult to find the best policy for the right customer without data.

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Inadequate Training & Preparation

New and mid-level agents don’t have a system for overcoming objections or mastering their pitch.

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Manual Policy Comparison

It is very time consuming and is prone to errors when comparing multiple products of an insurance company manually.

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Inconsistent Learning Across Teams

Training techniques nowadays make it hard for sales teams to keep an equal skill level.

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Instant Information Access

Sales Buddy provides real-time access to product information, key selling points, and competitor comparisons all in one place.

AI-Powered Recommendations

Sales Buddy analyzes customer profiles and suggests the best-fit insurance plans to improve conversions.


Interactive Role Play & Training

With AI-driven simulations, agents can practice real conversations, objection handling, and scenario-based learning anytime.

Automated Competitor Analysis

Sales Buddy instantly compares competitor policies and highlights your product’s advantages to strengthen pitches.

Continuous AI Learning

Sales Buddy offers “Star Videos,” expert insights, and personalized tips to ensure ongoing improvement and standardized sales excellence.

How Sales Buddy Helps 

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Get In Touch

We’d love to hear from you! Reach out today to discuss your ideas, questions, or project requirements.

Tick icon

Quick response time

Tick icon

Expert guidance

Tick icon

Friendly support