An essential accelerator for training in the insurance industry
March 27, 2025
An essential accelerator for training in the insurance industry
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Flockjay
“We use Flockjay primarily for training and empowerment of our insurance sales team. The platform helps us in three key areas: training new agents by sharing best sales and negotiation calls, structured coaching with customized feedback from managers, and centralized management of all training materials and sales resources. The most significant result has been the reduction of the training cycle from 2 months to 3 weeks, allowing us to have agents operational more quickly in the field.”
Pros
- excels in semantic search and automatic tagging of training content, allowing any material or best practice to be quickly found even in a vast repository of resources.
- Offers a highly effective two-way feedback system between representatives and managers, with the ability to request specific coaching on sales cases in real time
- intelligently automate knowledge sharing, automatically surfacing the most relevant material for each stage of the negotiation in less than five seconds...
Cons
- The user interface has some navigation problems, especially within the learning paths where the flow is not always intuitive.
- the autosave feature is not available when creating courses and learning paths, causing potential loss of work
- integrations with major CRM platforms could be improved to ensure smoother synchronization of data
- Sharing the most effective sales calls allows new agents to learn from the best .👍👍
- automated coaching enables managers to provide immediate and targeted feedback during negotiations allowing agents to continuously improve their sales performance👍
- intelligent organizations of training content seems useful because it allows agents to quickly find specific information about insurance products or sales strategies when they need it during a negotiation.
- Reduced training time for new agents
- as a result of systematic sharing of best practices and real-time coaching, we have observed a 10-25% improvement in negotiation success rates for the most complex insurance products (we have little data...but that's the current statistic)
- decreased time for training (to the benefit of time for sales).
Flockjay has transformed our ability to optimize insurance sales team performance. For managers, the platform has provided tools to accurately identify each agent's areas for improvement, enabling targeted training interventions instead of feedback that is usually much more generic and ineffective.The knowledge capture and sharing system has created an environment where peer learning where the most experienced record and share their best sales calls, creating a library of real-world examples that newcomers can study! This is great (if then actually applied and studied by agents, of course. Especially best practices)
I evaluated several sales enablement solutions before choosing Flockjay. Previously, our agency used a combination of traditional lms and separate call recording tools, which created a fragmented experience for our insurance agents, and then actually didn't even use them to be honest...but we didn't use them for long, we were about to give up and go back to using no or minimal IT systems.The main difference I noticed is that Flockjay seems to be built with continuous learning and sales enablement specifically in mind, while other tools appear more geared toward performance monitoring or content management.
Do you think Flockjay delivers good value for the price?
Yes
Are you happy with Flockjay's feature set?
Yes
Did Flockjay live up to sales and marketing promises?
Yes
Did implementation of Flockjay go as expected?
Yes
Would you buy Flockjay again?
Yes
Comments
Please log in to join the conversation