More agents active, every day
A morning briefing with four priorities and their reasons. Policies close to lapse are flagged, with the message ready.
For youFewer policies lost to a missed call.
SentraAI Sales Assistant
Sell right. Earn more. Grow the book.
Sentra is the AI Coworker that sits beside every agent in your force. It tells each one what to do next and what that work will pay them. Head office sees the whole field, the same day. For agency distribution in life and health insurance.
Every agentthe habits of your top quarter
Your cloudyour data never leaves it
Your rulesyour products and languages
The problemAgency distribution, life and health
What agency leaders see today
Most new agents leave before their second year, so you pay to recruit and train again and again. Policies lapse when an auto-debit fails and nobody follows up in time. Customers are sold plans they cannot afford, and those sales come back as complaints.
FNAs are skipped or written up late, and head office only finds out a quarter later. The agent makes the recommendation. Sentra makes sure it is the right one.
What Sentra doesAnd what it changes for you
What changes when every agent has Sentra
Agents know what they earn
Every agent always knows their incentive, and how much this work will pay them. Before every call, and on every policy at risk.
For youIncentives pull agents toward kept policies and completed FNAs.
New agents selling sooner
Role-play the hard call with an AI customer. Learn the FNA step by step. Scored, and seen by both agent and trainer.
For youTrainers see exactly who needs help, and where.
The right plan on every sale
The pitch and the FNA are filled from the call. Plans that fit the customer’s income come first. No price until your quote tool gives one.
For youAn FNA on every sale. Fewer complaints and early lapses.
The head-office viewThe whole field on one screen
Every agent, the same day
The whole field on one screen, by region, unit and agent, updated the same day.
Agents active in the field
Who is working today, and who has gone quiet.
FNA status
Done, in progress or missing, on every sale.
Lapse pipeline
Policies close to lapse, and who is calling.
Sales pipeline
Leads, quotes and next steps for each agent.
Incentives earned
The same figure the agent sees. One number, one meaning.
Training
Practice done, and where agents struggle.
How we roll outBuilt for every agent
From set-up to every agent
01 · Set up
Sentra is loaded with your products, rules, languages and customer data, in your own cloud.
02 · Go live
Agents, team leaders and trainers start on day one. AI Tutor gets every agent up to speed.
03 · Scale your business
Rolled out to every agent. Head office sees every agent, every FNA and every policy at risk.
“When your salespeople do the right things, they earn more and the business grows with them.”
Do more. Earn more. Grow the book.
Powered by LUMIQAlso in life insurance
LiteCone is a suite of AI Coworkers by LUMIQ, the AI decision layer for financial services and insurance. It turns a role into an AI Coworker that decides inside boundaries you set, explains itself, and stays auditable and governed. Sentra brings that to every agent’s working day, beside LEO, the suite’s Life Insurance Underwriter.
Forty minutes.
Leave with a rollout plan.
Bring your products, your rules and a view of your agent force. We plan the go-live with you, agreed before the start.