ProAgent
AI Insurance Sales Assistant
About
This AI-powered assistant provides real-time sales coaching for insurance professionals, offering script suggestions during client calls. It also generates meeting summaries, marketing content, and helps manage sales teams. Features include bilingual support and dark mode.
What's New in ProAgent
2.6.4
August 3, 2026
· Upgraded "Professional Answer" — one tap for authoritative policy insights · Improved age input on the quote screen, tailored per product (IUL supports younger ages) · Clearer, auto-paragraphed AI Coach replies · Fixed a profile-loading issue for some accounts after sign-in · Stability and performance improvements
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FAQ
What kind of sales coaching does ProAgent offer?
ProAgent provides real-time AI sales coaching with speech recognition. It analyzes conversations with clients and offers instant script recommendations through earphones to help close deals.
How does ProAgent help with meeting summaries?
The app generates AI-powered meeting summaries every 5 minutes during client interactions. These summaries include key discussion points and suggested next steps for the user.
Can ProAgent assist with marketing efforts?
Yes, ProAgent includes a marketing content generator that uses AI to create professional marketing posters and social media content. Users can share this content directly from the app.
What team management features are available in ProAgent?
ProAgent allows users to view their team hierarchy, track downline performance, and manage their organizational structure within the app.
What languages does ProAgent support?
ProAgent features a bilingual interface, supporting both English and Chinese languages for a wider range of users.
Is ProAgent available on multiple devices?
ProAgent is designed for mobile use and is supported on both iPhones and iPads, offering flexibility for insurance professionals on the go.
How often is ProAgent updated?
The latest version of ProAgent is 2.6.4, and it was last updated on August 3, 2026. This indicates a relatively active development cycle.
Does ProAgent have ads?
No, ProAgent does not contain advertisements, allowing for an uninterrupted user experience focused on sales assistance and productivity.