Sales Lab · Vertical · insurance-broker
Insurance broker compliance script practice
State-mandated disclosures, suitability conversations, claims walk-throughs.
Vocabulary modeled
- suitability
- CRA
- Form ADV
- E&O
- NAIC
- replacement
- free-look
- cash-value
- captive vs. independent
- carrier appetite
- binder
Compliance posture
State-by-state regulator language audited annually; suitability framework on every script.
Training patterns
- ·annual recert drills
- ·carrier-specific binders
- ·claims rehearsal
Get this pack into your tenant
Admins on your team apply this pack from /integrations/packs — three starter scenarios mint instantly, each pre-tuned to the vocabulary and posture above.