Industries · Financial services & insurance
Every review, renewal and hardship call, practiced the compliant way.
Advisors, insurance agents, collections and claims teams have conversations where one missed line is a complaint. RepLab lets them rehearse each one against a customer who pushes back, scored on the disclosures you require.
SOC 2 Type I
GDPR compliant
The challenge
Customers push back. The script still has to be said.
Rules keep changing
Product terms, disclosures and suitability rules change through the year, and every agent has to say the new version on the next call.
Vulnerable customers
A customer in arrears or grieving a claim needs patience and the right words. Rushing them is how complaints start.
Proof for the regulator
Compliance teams need to show every agent was trained and tested, not just sent a PDF.
Ready-made scenarios
The same six conversations, every quarter.
Each one ships with its own customer, difficulty and pass mark, grouped by the team that takes the call. Swap in your products, disclosures and policies in minutes.
Annual review
“The market’s down and I’m paying you fees for this? I want to move everything to cash.”
New policy
“I found the same cover online for less. Why would I buy through you?”
Hardship call
“I lost my job last month. I can’t pay anything right now.”
Claim denied
“I’ve paid my premium for ten years and you won’t cover this?”
Renewal price rise
“My premium went up 30% and I haven’t claimed. I’m switching.”
Disclosure read
“Do you really have to read all of that? Just send it to me.”
Practice the hard conversation, not just the script
Agents face a customer who is upset, rushed or struggling. They practice staying compliant while still sounding human.
- Pre-built scenarios for advice, claims and collections
- Your products, disclosures and policies loaded in
- Scored on your compliance checklist
Know which teams are certified before a rule changes
When a disclosure or product changes, every agent practices the new version and you see who passed, team by team.
- Certify agents before a change goes live
- Export results for audit
- Retrain only where the score slips
Why financial services teams choose RepLab
Advice, insurance and collections
Built for advisors, agents and contact center teams, in English, Spanish and French.
Live in days
Start from ready-made scenarios and add your own as products and rules change.
Enterprise security
SOC 2 Type I, GDPR, AWS hosting and SSO. Calls never train outside models.
Audit-ready records
Every attempt, score and certification is logged and exportable.
What practice changes
In their words
Sales and service leaders, on the record.
“Scaling our practice sessions with instant feedback loops has acted as a force multiplier for onboarding, significantly accelerating our reps’ time-to-proficiency.”
Gareth Walsh
Chief Growth & Marketing Officer, Alliance Medical
3x
Close rate on competitive procurement deals
“Our techs are tradies, not salespeople. That’s exactly the point, RepLab doesn’t try to turn them into something they’re not.”
Matt
VP of Sales, Coolforce Heating & Cooling
31%
Higher average job value
“Our engineers are brilliant at their trade. RepLab made them just as good at the conversation.”
Brian J.
Sales Director, Pimlico Plumbers
22%
Higher average job value
“RepLab is the future of sales training.”
Fares E.
President, OGC Group
19%
Higher closing rate
