Insurance Sales Strategy Assistant
Train it with your team's knowledge for smarter, tailored deal strategies.
Sales Notes Input
Direct Deal ID
Sales Notes
Enter a sales note to see how your Ver.0 assistant frames the deal.
Include: what triggered this conversation (renewal, coverage gap, cost pressure),
who is involved (role, not name — e.g. CFO, HR lead),
what the client cares about (risk, cost, compliance),
any blockers (budget freeze, incumbent broker, low urgency),
and the type of output you need (proposal, discovery questions, follow-up email).
How it works
tiDocs helps the assistant learn how your experts think and apply that reasoning across future deals.
Convert
Your notes are converted into structured deal intelligence
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Review
Confirm the deal structure if flagged for review
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Match
Retrieves the strategy your team would apply to this deal
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Generate
Produces your tailored proposal strategy
Converting your sales notes into deal intelligence...
⚠ Please review before generating
Deal ID
Airtable Record
Retrieving deal data and generating strategy...
Select Output Type
Choose the type of output to generate. You can switch and regenerate at any time after processing your notes.
Generated Output
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