Unlock 50% More Revenue Per Agent with AI-Driven Sales Intelligence

AVA eliminates the guesswork in selling insurance. Give every agent - regardless of experience - data-driven insights, high-conversion prospect targeting, and intelligent coaching. Turn inconsistent results into predictable revenue growth in 60 days.

From Inconsistent Agents to Predictable Revenue Growth

The Challenge

Guesswork-Based Selling

Most insurance agencies rely on natural talent and personal networks to drive sales — leaving 80% of agents underperforming while your top 20% carry the entire business. Without data-driven intelligence, revenue stays unpredictable and growth stays fragile.

Top 20% of agents outperform the rest by 5× — with no system to close the gap

New hires take 6–8 months to close their first deal, if they stay that long

Agents waste 60% of their time pursuing the wrong prospects with no data to guide them

Compliance and certification bottlenecks slow every agent down for months

The Solution

The AVA Advantage: AI-Powered Agent Intelligence

AVA gives every agent the data, coaching, and prospect intelligence they need to perform like your best — turning inconsistent results into predictable revenue growth in 60 days.

Prioritizing the highest-conversion prospects daily so agents always know exactly who to call and when

Delivering AI-generated meeting briefs, objection handling, and real-time call coaching tailored to each interaction

Automating compliance tracking and certification management so agents stay productive and audit-ready

Capturing every performance signal to continuously sharpen coaching, benchmarking, and campaign intelligence over time

Give Every Agent the Keys to Success

Prospect Intelligence

AVA analyzes thousands of data signals to identify and rank your highest-conversion opportunities. Every agent starts their day with a prioritized list of exactly who to contact, when to reach out, and what to say — eliminating guesswork and putting every hour to work.

Measurable Business Impact

50% per-agent revenue increase

proven across insurance and financial services organizations

$8.3M in recoverable revenue

identified for a typical 100-agent organization

2.4x more daily sales activities

per agent with AI-guided prioritization

Technical Excellence

Built for the Complexity of Financial Services and Insurance — Enterprise-Grade by Design.

Built on Pega Sales Automation — the industry-leading CRM for financial services and insurance, with enterprise-grade reliability and compliance architecture built in

Seamless CRM and data integration — connects with Salesforce, Microsoft Dynamics, HubSpot, marketing automation platforms, dialers, and third-party data providers

30+ adaptive and predictive AI models for precise prospect scoring, propensity modeling, and next-best-action recommendations

Full data isolation — your data never leaves your environment and is never used for model training, with role-based access controls and encrypted data transmission

Built-in compliance and audit infrastructure — supports FINRA/SEC requirements for broker-dealers and state insurance regulations, with complete audit trails for every agent action

From Onboarding to Real Performance

AVA meets every agent where they are — and moves them forward

Structured AI onboarding with built-in compliance and certification tracking

Daily prospect lists, meeting briefs, and real-time call coaching

Predictive campaign intelligence that compounds performance over time

Why Choose Ava?

What if you could eliminate these losses in 60 days?

Leading insurance and financial services organizations use AVA to turn inconsistent agents into predictable revenue. The results: 50% more revenue per agent, 70% faster onboarding, ROI in 90 days.