Our AI assistant guides your employees through clear playbooks, shortens the training period and increases the closing rate in insurance and financial sales.
Intelligent AI forms for more sales in the portfolio
Linkando Playbooks are Kl-supported discussion guides for insurance and financial sales. They give you and your team a clear structure for consultations, simplify processes and make every consultation comprehensible and legally compliant.
The integrated Kl helps to intelligently manage conversations and respond to individual customer situations. Even complex products are explained simply and every consultation feels confident and professional.
Whether retirement provision, occupational disability or investment - each playbook guides you step by step through the consultation.
You always know which questions are important and when, and keep the thread running.
Automated documentation
Answers and call notes are recorded automatically and can be transferred directly into the CRM.
This reduces errors, saves time and helps to ensure compliance with verification obligations.
Quick familiarization
New employees find their feet immediately and can become productive early on.
The playbooks guide you through the entire process from needs assessment to product recommendation.
AI evaluations and transparency
Reports show which conversations are successful and where your team needs support.
This allows you to provide targeted coaching and increase completion rates.
The integrated AI helps you to intelligently link information from customer meetings, tools and notes.
It helps to simplify routine tasks and make the most important findings directly visible in the playbook.
With the Linkando Playbooks, you can see which conversations are convincing and where you can make targeted improvements.
You work based on data and manage your sales with clear insights instead of gut feeling.
Linkando Playbooks are digital conversation guides that you can share directly with your team.
They can be seamlessly integrated into your existing meeting systems such as Zoom, Microsoft Teams and Google Meet and used live in sales meetings.
Thanks to integration with common CRM tools such as Microsoft Dynamics, HubSpot, Salesforce or Pipedrive, you always have your conversation guidelines where you need them.
This allows your sales department to work in a standardized, digital and legally compliant manner, without media disruptions or duplicate documentation.
Suitable for: self-employed consultants, newcomers and small agencies with up to two employees.
Suitable for: established financial and insurance advisors with up to five employees who want to bring more closing power and clarity to their day-to-day work.
Suitable for: experienced finance and insurance professionals with up to ten employees who want to manage their sales based on data
This is about growth with a plan. With unlimited playbooks, multilingual variants and individual support, you bring structure to every sales level. AI evaluations and personal dashboards ensure maximum transparency and measurable success in all teams.
Suitable for: large agencies, sales organizations and structured sales with more than ten employees who want to scale sustainably.
