01
Prepare
Identify your customers' needs and prepare your playbook.
Linkando AI for Financial and Insurance Brokers
Get more out of your counseling sessions.
Linkando AI helps you and your team prepare for and practice consulting sessions—and provides live support with structure and relevant guidance.
PlaybooksApplying Knowledge
LiveFacilitate conversations
AI TrainingPracticing Conversations
InsightsSeeing Progress
Take notes on questions, procedures, and expertise for your consultation.
For Financial and Insurance Brokers
Your customers are changing. Your consulting services can evolve along with them.
A new job, a child, or a home: Existing customers often have new questions about insurance and retirement planning.
The answers will show you where it's worth having a personal conversation.
Your Playbook guides you through the key topics. This will help you address changes in a targeted way and identify where further guidance is needed.
02
Get Live Advice
Use the common thread and relevant cues directly in the conversation.
The AI agent listens in and provides you with real-time expert advice, conversation starters, and sales tips.
Linkando's Customers and Partners
Here's how Linkando AI supports you
Prepare. Practice. Make a convincing case in conversation.
Playbooks in the Schedule
Dynamic questions guide you through the preparation process and appear as you start your video call or phone call.
Practice Conversations with AI
Practice typical consulting scenarios and objections before the appointment—so you can come across as more confident during the conversation.
Real-Time Structure
Your AI agent guides you through the conversation, providing a clear thread from the beginning to the next step.
Tips for When You're Giving Advice
The AI agent listens in and provides you with real-time expert advice, conversation starters, and sales tips.
Real-world experience
How Financial and Insurance Brokers Use Linkando
Real-world experiences of financial and insurance brokers.
Customer testimonial
“Linkando Playbooks have become an integral part of our sales process. The employee playbooks, in particular, are very effective in helping our team conduct conversations with individual customers and existing clients in a more structured, confident, and efficient manner. In addition, we’re using the customer playbooks very successfully in the automotive sector. This allows us to guide customers through relevant questions in a targeted manner, identify potential more quickly, and uncover new sales opportunities within our existing customer base. Overall, Linkando noticeably simplifies our day-to-day sales work and directly contributes to better results. We are absolutely convinced of the value of this solution.”
Customer testimonial
“What I really like is that when it comes to automotive topics or other financial and insurance questions, I can send customers a personalized playbook without having to schedule a consultation right away. Customers fill it out at their own pace and can already see initial results for themselves. I receive the relevant data back along with a preliminary assessment. This way, I’m much better prepared for the actual meeting, and we don’t waste time simply gathering information.”
Get started for free. Upgrade as needed.
Try Linkando AI for free. Expand your usage with prepaid credits or a customized enterprise plan.
Free
0 €
permanently
- Up to 2 users
- 1 preset voice
- 5 calls per month
- 1 Sample Playbook
- Personal Insights
Pay-per-Use
Starting at €25
Prepaid Balance
- Based on usage via coins
- Recharge as needed
- Valid for 12 months
- Keeping an Eye on Usage
- Advanced Features by Scope
Enterprise
Custom
to fit your size
- Individual Users and Quotas
- Custom Voices and Personas
- Phone and Video Connections
- Custom Live Configuration
- Advanced Insights
Attract new customers. Get more out of your existing customer base.
Linkando AI helps you win over new prospects and identify additional consulting needs among existing customers.
New customers:
From the initial contact to the closing.
Prepare for initial meetings with the right questions and practice handling common objections using AI. During the meeting, the conversation framework and real-time prompts will help you understand the client’s needs, build trust, and agree on the next steps.
Existing customers:
Recognize new opportunities.
A new life situation can create new insurance needs. Use appropriate questions and live prompts to address changes, discuss gaps in coverage, and offer meaningful supplements.
Your Next Step
Take your consulting to the next level.
Try Linkando AI for free and discover how you, as a financial and insurance broker, can bring your expertise to every client meeting.
for free now→
PlaybooksPreparing for a Consultation
TrainingPracticing Objections with AI
InsightsEvaluate Consultations
LiveFocus on the customer during the conversation
For TeamsShare knowledge