The AI co‑pilot for insurance sales calls

Objection cards, compliance alerts and the follow-up. Without a bot on the call.

Available for macOS and Windows

Omnix live call workspace: transcript on the left, coaching cards and compliance alerts on the right.
The pivotNudge card
Become the bank

Banks profit by moving money. You lose by parking it. Let’s move it.

Analogy: Reservoir vs. riverWealth and assets

Coaching that arrives mid-sentence.

  • Listens on your computer, so no bot joins the call and nobody has to be told to ignore one.

  • Private by default, recordings and notes stay in your workspace until you choose to share them.

  • Works with Zoom, Google Meet, Teams and the phone calls you take from your computer.

Omnix live call with a compliance alert raised on the agent’s last sentence.

Teams building on the same speech platform.

Omnix listens with Talkscriber’s own speech technology. These teams build their voice products on it too.

Omnix helps you before, during and after the call.

Start the call prepared

Omnix knows what is next on your calendar. One click joins the meeting with the client’s file, your notes from last time and what you still need to ask already open. New to the pitch? Rehearse it in Dojo against ten practice clients first.

Omnix client list with stage, owner, and last contact.

Give the client your full attention

It listens to both sides, separates the speakers and stays quiet until it matters. When the client objects, the matching card appears. When you drift toward a promise you cannot make, a compliance alert names it on your last sentence, while there is still time to rephrase.

Omnix live call workspace: transcript on the left, coaching cards and compliance alerts on the right.

Post-call admin, done

The summary, the facts you learned, the tasks and the coaching notes are written before you hang up. Talk ratio, pacing and the moments that moved the conversation are there for you and your manager to review.

Omnix post-call overview with the summary, outcome, and next steps.

The client objects. Omnix answers.

On a call, Omnix hears the objection in the live transcript and shows the matching card from your organization’s library, with the recommended response. Try it: pick what a client says.

The client says

The pivotNudge card
Become the bank

Banks profit by moving money. You lose by parking it. Let’s move it.

  • Bill reframe: It leaves checking, but it isn’t spent; it’s moved into a structured asset.
  • Access reframe: The goal is liquidity with rules, not money locked away forever.
Analogy: Reservoir vs. riverWealth and assets

Works the way you sell.

Download for free

Ask anything, mid-call

Open the Ask panel and ask what the client already said or what to ask next. The answer comes from the call so far and your documents, with its sources.

Omnix co-pilot with the Ask panel open mid-call: a question about what the client has said, answered from the call so far with its source.

Practise in the Dojo

Talk to a simulated client by voice, from an easier call to a harder one, then read what to try next time. Practice before the real call, not on it.

Omnix Dojo: choose what to practise and which simulated client to talk to, from an easier call to a harder one.

Coaching reads the whole conversation

A conversation map scores rapport, clarity, objection handling and close readiness, with the gap under each. Managers and reps review the same report.

Omnix post-call coaching tab with talk ratio, pacing, and feedback.

Perfect call memory

Ask your book of business a question: who needs money for college, who asked about surrender charges. The answer comes with the exact lines they said it in.

Omnix answering a question across every past call: who needs money for college.

Your documents, answered in the call

Product guides, illustrations and your own playbooks go into a shared knowledge base. Ask mid-call and the answer comes back with its source.

Omnix knowledge base with Ask AI answering the surrender schedule on the Meridian IUL, with three cited sources.

Managers see the whole team

Deal health, closing trend, who is on a call right now and who needs coaching this week, for the organization and not just the rep.

Omnix organization insights: deal health, closing trend, and the team’s upcoming meetings.

Numbers you can act on

Call volume, the conversion funnel from lead to recruit, monthly goals and an agent comparison, for the last 30 days or any range you filter to.

Omnix analytics: call volume, conversion funnel, and outcomes over time.

Mishears, fixed once for everyone

Product names, people and jargon go into a personal or organization glossary and are corrected on every member’s transcript automatically.

Omnix glossary of domain terms corrected on every transcript.

Use your call notes anywhere

Google Calendar and Outlook for the schedule, Drive for documents, and the Omnix connector so Claude can read notes, search calls and manage action items with your permissions.

Omnix connectors page: Google Calendar, Drive, Outlook, and the Claude (MCP) connector.

Two hours of live co-pilot, free.

Then Business is $29 a month after a 30-day trial, with ten hours of co-pilot and coaching every month. Teams get custom allowances and invoicing.