For firms training their own intake
The course our own placements have to pass, licensed to your firm. 17 lessons, scored role-play against an AI caller that objects and changes its mind, and a 50-question capstone at 80%. Three days, and then it never stops.
Not because of the salary. Because of what they do on the phone while they are learning.
Somebody senior spends a month explaining it. Liability, coverage, treatment timelines, and what a case actually needs — and that month is repeated in full the next time somebody leaves.
Meanwhile the new agent is on live calls. They do not yet know that the recorded-line disclosure has to come first, or which questions decide whether there is a case at all. The calls they get wrong are real clients, and you do not get those back.
And the training that does happen decays. An agent drilled once in January is not a drilled agent in June. Role-play is the first thing to slide off a calendar, every week, in every firm.
The course
Not a general sales curriculum with legal words dropped into it. This is the same material our own placements pass before a firm ever interviews them.
The three-legged stool, case workup, injuries and treatment, and who you accept — set to your own case types.
The rules an agent has to know for the state they are calling into, rather than a generic one somebody has to translate.
The script, call compliance, the retainer, and objection handling — then role-play against all of it.
An Intake Manager guide and a Partner guide, so the people running the desk are reading the same thing as the people on it.
The same sequence every one of our placements goes through.
The three-legged stool, case workup, injuries and treatment, and who we accept.
The script, call compliance, the retainer and objection handling, plus live role-play.
Live role-play against the AI caller, more drills, then the capstone.
50 questions, 80% to pass. It is a bar, not a certificate of attendance.
Role-play that never gets moved
An AI caller that objects, goes quiet and changes its mind, scored on the same rubric as a real call — at four o’clock on a slow Tuesday, with nobody booking anything. The manager sees every score as it lands.
Pricing
Two seats minimum — an intake manager and an agent — because the desk and the person running it have to be reading the same material.
| What | Rate |
|---|---|
| Set up for your firm, one time | $750 |
| Each seat you enroll, per month Monthly because the role-play is continuous: 30 scored calls a month, every month. An agent drilled once in January is not a drilled agent in June. | $50 |
| The 17-lesson course | Included |
| Continuous AI role-play, 30 calls a month | Included |
| The 50-question capstone | Included |
| Intake Manager and Partner guides | Included |
| New modules as the course grows | Included |
Set-up covers your account, your case types and your state’s motor vehicle module. Add and remove seats as the desk changes.
See it before you buy it
The training site runs a demo firm you can go through end to end — the lessons, the role-play and the capstone, exactly as somebody on your desk would meet them.
