Revenue Left on the Table
$5.6M annually
- Top 20%: 20 agents × $200K = $4.0M
- Bottom 80%: 80 agents × $60K = $4.8M
$8.8M baseline vs $14.4M potential
Unlock 50% More Revenue Per Agent with AI-Driven Sales Intelligence.
AVA eliminates the guesswork in selling it. Give every agent, regardless of experience, data-driven insights, high-conversion prospect targeting, and intelligent coaching. Turn inconsistent results into predictable revenue growth in 60 days.
Empowering agents at leading insurance and financial services organizations
50%
Revenue Increase
2.4x
More Daily Activities
70%
Faster Onboarding
40%
Better Retention
Why Most Insurance Agencies Leave Millions in Revenue on the Table
Agent performance shouldn't depend on who they know or how naturally gifted they are. Yet, traditional approaches treat sales as an art, leaving 80% of your agents underperforming and your revenue unpredictable.
Your Top 20% Outperform Everyone Else by 5×
Inconsistent Agent Performance
40% of New Agents Quit Before Their First Sale
Costly Agent Churn During Ramp-Up
Months Lost to Manual Compliance & Certification
Compliance & Training Bottlenecks
Agents Waste 60% of Their Time on Wrong Prospects
Guesswork-Based Selling
The Hidden Cost of Underperformance
Switch the toggle to see how AVA improves performance
Without AVAWith AVA
New Hire Attrition
$320K annually
- 40% quit before their first sale
- 40 hires × 40% churn × $20K training cost
$320K training investment wasted
Extended Onboarding
$2.4M annually
- 6-8 months to first deal close
- 40 new hires × 6 months = $2.4M lost productivity
$2.4M in delayed revenue
What if you could eliminate these losses in 60 days?
AVA has helped organizations achieve 50% per-agent revenue increase, cut onboarding time by 70%, and reduce churn by 40%. Turn selling from art to science with AI-powered intelligence that gives every agent the insights and coaching of your top performers.
How AVA Turns Every Agent Into a Top Performer
AVA's AI-powered operating system gives every agent the data, guidance, and intelligence they need to succeed - from their first day through their entire career.
Step 01
Prospect Intelligence
Problem it Solves: Guesswork-based selling
Stop wasting time on cold prospects. AVA analyzes thousands of signals to identify and rank your highest-conversion opportunities. Every agent receives a daily prioritized list of contacts, including who to reach out to, when to contact them, and what to say.
"30% improvement in overall conversion rates"
Customer Success Story
How a Leading Insurer Drove 40% Platform Adoption and $300M+ in New Sales
Frequently Asked Questions
Everything you need to know about implementing AI-powered agent intelligence in your organization.
Most organizations are up and running in 60-90 days. Our phased implementation approach includes:
Weeks 1-2: Discovery, system integration planning, and configuration
Weeks 3-6: Platform setup, data migration, and pilot group selection
Weeks 7-8: Pilot deployment with 50-200 agents
Weeks 9-12: Full rollout with training and supportWe work alongside your team to ensure minimal disruption. Many customers see measurable results from pilotgroups within the first 30 days.
Yes.
AVA is built on Pega Sales Automation and integrates seamlessly with:
- CRMs: Salesforce, Microsoft Dynamics, HubSpot, and custom Pega implementations.
- Communication platforms: Email systems, dialers, video conferencing tools.
- Data sources: Marketing automation, compliance systems, third-party data providers.
- Productivity tools: Calendar systems, document management, collaboration platforms.
Our team handles all integration work. If you're already using Pega Sales Automation, implementation is even faster.
Yes.
AVA is built for highly regulated financial services and insurance organizations:
- Enterprise-grade security: Role-based access controls, encrypted data transmission, and secure authentication
- Data privacy: Full data isolation—your data stays in your environment and is never used for model training.
- Regulatory alignment: Designed to support FINRA/SEC requirements for broker-dealers and state insurance regulations
- Compliance tracking: Built-in certification management, licensing tracking, and continuing education monitoring.
- Complete audit trails: Every action is logged for compliance reviews and regulatory reporting.
Deployment flexibility: Cloud, on-premise, or hybrid options to meet your security requirements
We work with your compliance and security teams to ensure all organizational and regulatory requirements are met.
Agent adoption averages 90%+ within 60 days—significantly higher than typical CRM adoption rates (50-60%).
Why AVA drives adoption:
- Immediate value: Agents see relevant recommendations from day one.
- Reduces work: AI handles research, prep, and administrative tasks agents hate.
- Mobile-first: Agents can work from anywhere, anytime.
- Guided onboarding: Step-by-step training with built-in tutorials.
- Manager visibility: Leadership can identify and support struggling agents early.
We also provide change management support, training materials, and ongoing coaching to ensure success.
Traditional CRMs are record-keeping systems. AVA is an intelligent operating system that tells agents what to do next.
Key differences:
Traditional CRM AVA Records data after the fact Recommends actions in real-time Agents must figure out priorities AI prioritizes highest-impact activities Generic templates and sequences Personalized outreach at scale Limited coaching capabilities AI analyzes every call and provides feedback Months to see value Results in first 30 days AVA doesn't replace your CRM - it enhances it with AI-powered intelligence that drives revenue.
Yes! Most customers start with a pilot of 50-500 agents to validate results before expanding.
Pilot benefits:
- Test AVA with a specific region, product line, or agent segment.
- Prove ROI before full investment.
- Identify champions and best practices.
- Refine implementation approach based on real feedback.
- Typically 60-90 days to measurable results.
Our customer success team works with you to design a pilot that aligns with your goals and measures the metrics that matter most to your organization.
Comprehensive support to ensure long-term success:
- Dedicated customer success manager for strategic guidance.
- 24/7 technical support for urgent issues
- Regular business reviews to track performance and identify opportunities.
- Ongoing training for new agents and feature releases.
- Product updates delivered automatically (no disruption).
- Best practice sharing from our customer community.
- API access for custom integrations and extensions.
You're never on your own with AVA.
Still have questions?
Please connect with our support team, we are happy to help!
Ready to Turn Every Agent Into a Top Performer?
Join leading insurance and financial services organizations using AI to unlock agent potential, increase revenue, and build predictable growth.
Proven Results
- 50% revenue increase per agent
- 70% faster onboarding
- 40% lower churn
- ROI in 90-120 days
Fast Implementation
- 60-90 day deployment
- Pilot programs available
- Minimal disruption
- Results in first 30 days
Enterprise-Ready
- Built for regulated industries
- Seamless integrations
- Full data security
- Dedicated support team
Built for Your Confidence
No pressure. No commitment.
- Free consultation to assess fit
- Demo that fits your needs
- Transparent pricing discussion
- Pilot options available
