Evaluation Criteria
Before comparing platforms, establish evaluation criteria that match your priorities:
Insurance Relevance: Does the platform offer insurance-specific scenarios, objections, and coaching? Generic platforms require more customization to be useful.
Practice Capabilities: Can agents practice skills actively, or is training passive video consumption? Active practice produces faster improvement. For more information, see our guide on Modern Voice alternatives.
Feedback Quality: Does the platform provide actionable feedback? Vague encouragement does not help agents improve.
Analytics and Tracking: Can you measure agent progress and identify coaching opportunities? Data drives effective development.
Ease of Use: Will agents actually use the platform? Complicated interfaces reduce adoption and value. For more information, see our guide on free training options.
Integration: Does the platform connect with your CRM, phone system, or other tools?
Support and Success Resources: What help is available for implementation and ongoing optimization?
Platform Categories
Sales training platforms fall into several categories: For more information, see our guide on training ROI.
Learning Management Systems (LMS): Platforms that deliver video content, assessments, and certifications. Strong for product knowledge, weaker for skill development.
AI Roleplay Platforms: Tools like Modern Voice AI that enable practice with AI prospects. Strong for skill development through active practice.
Call Recording and Analysis: Platforms that analyze real customer calls and provide coaching insights. Strong for improving based on actual performance.
Hybrid Solutions: Platforms combining multiple capabilities. May offer breadth at the expense of depth in any single area.
Carrier-Provided Training: Free training from insurance carriers. Usually product-focused without sales skill development.
Feature Comparison
Compare platforms across key features:
Content Library
- LMS: Extensive video libraries, often generic
- AI Roleplay: Scenario-based with insurance focus
- Call Recording: Based on actual calls, highly relevant
Practice Opportunities
- LMS: Limited to quizzes and assessments
- AI Roleplay: Unlimited active practice sessions
- Call Recording: Passive review without practice
Feedback Speed
- LMS: After assessments only
- AI Roleplay: Instant after each session
- Call Recording: Delayed until review is complete
Scalability
- LMS: Highly scalable for content delivery
- AI Roleplay: Scales well, costs per user
- Call Recording: Scales with call volume
Customization
- LMS: Content can be added but takes time
- AI Roleplay: Scenarios can be customized
- Call Recording: Limited customization options
Pricing Models
Understand different pricing approaches:
Per-User Monthly: Common for AI roleplay platforms. Predictable costs that scale with team size.
Enterprise Licensing: Annual contracts with negotiated pricing. Often includes implementation support.
Freemium: Basic features free, premium features paid. Good for evaluation but may limit adoption.
Per-Usage: Costs based on sessions, minutes, or calls analyzed. Can be unpredictable.
Carrier-Provided: Free but limited to specific products and perspectives.
When evaluating pricing, consider total cost of ownership including implementation time, ongoing administration, and opportunity costs of ineffective training.
Making Your Decision
Follow this process to select the right platform:
Define Requirements: What specific problems are you solving? New hire onboarding? Ongoing skill development? Compliance training?
Identify Must-Haves: Which features are essential versus nice-to-have? Prioritize ruthlessly.
Request Demos: See platforms in action with your use cases. Generic demos may not reveal fit issues.
Pilot with Users: Test finalists with actual agents before committing. User feedback reveals adoption challenges.
Check References: Talk to similar agencies using each platform. Ask about implementation challenges and ongoing value.
Negotiate Terms: Once you select a platform, negotiate pricing, implementation support, and contract terms.
For insurance agencies prioritizing sales skill development, AI roleplay platforms like Modern Voice AI typically provide the highest value. The active practice and instant feedback accelerate improvement faster than passive content consumption.
Consider combining platforms for comprehensive training: carrier resources for product knowledge, AI roleplay for skill development, and call recording for performance coaching.