AI assistance across every customer conversation

More conversations, and a better one each time.

Amplify names who to approach and opens the conversation, retrieves the precise moment from approved video inside it, and captures what was decided afterwards.

Mid-meeting, with consent captured before recording began: the advisor's note of what the customer just asked, handed to the assistant with two suggested angles beneath it.

The customer's question goes in as they put it — mid-meeting, on record with consent captured.

Example shown: Life insurance distribution

Why an active advisor plateaus

  1. The same short list of contacts gets worked again, and there is nobody new to open a conversation with.

  2. A generic generated answer is difficult to substantiate in front of a customer and harder to govern consistently.

  3. Follow-up, CRM capture and the compliance record depend on what gets typed that evening.

What changes

Generic assistants generate an answer. Amplify retrieves the exact approved video moment an advisor can play, send and audit.

How Amplify works

  1. Open with the right customer

    The assistant names who to approach and why, and the brief assembles from the record before the meeting.

  2. Retrieve during the conversation

    A question returns the exact second of an approved video, ready to play in the room.

  3. Capture what happened

    Summary, intent and the dated next step come from the conversation itself.

  4. Give managers the field view

    Meetings held, answers played and follow-ups sent — the record, not the recap.

Open the conversation, and walk in knowing the customer

The assistant names who to approach this week and why, and opens on an approved engagement template personalised to them. By the time the meeting is booked, the brief has assembled itself from the record — what the customer owns, what they asked, what was promised — and the talking points and likely objection that come out of it.

The advisor asks who to reach out to this week; the assistant answers with three customers, each carrying its reason — high intent, watched your video, due for follow-up.

Answer with the exact approved video moment

Every answer traces to the approved source it came from, plays in the language of the conversation, and can be sent to the customer afterwards.

An answer traced to its source: the question as asked, the approved video opened at the exact moment, the source document and its approval date, and the languages it can be played in.

Turn every conversation into an accurate next step

The record is written from the conversation itself rather than from what an advisor remembers that evening, and the follow-up that goes out comes back measured — how much was watched, and what the customer answered if it asked.

  • The meeting summary
  • The actions agreed
  • A personalised follow-up video
  • The CRM updated
  • Compliance signals recorded
  • The next step, dated
The record produced by the conversation: what was discussed, the intent captured, the next step dated, and the CRM updated at 4:06 PM.

Keep the field sharp between conversations

Short video keeps product and process current in the flow of the day, recommended from what the advisor is selling this month, and the cohorts an advisor sells to are there to rehearse against before a difficult meeting.

  • Policy explainers and product updates as short video
  • Role-based channels and subscriptions
  • Pitch practice, scored before the meeting
  • Scenario-based customer simulation
A full-screen reel — one line that opens the cross-sell — tagged with why it was chosen, beside actions to ask, practise, save or send it.

Run the field from real activity, not reported activity

Meetings held, answers played, follow-ups missed and renewals at risk — each against the advisor who owns it.

  • Meetings, follow-ups and renewals at risk
  • The answers the field plays most
  • The conversations that need a manager, named
The agency manager's field-activity view: meetings, follow-ups and renewals at risk, the answers played most, and the advisors needing a manager.

Metrics KPOINT helps improve

Meetings per advisor ↑Conversion per meeting ↑First-year persistency ↑

Built to pass an enterprise review

  • Grounded in approved content

    Assembled only from the enterprise's own approved video and documents.

  • Traceable and auditable

    Every answer carries its source; what was asked, played and sent is retained.

  • The languages the field sells in

    One approved source, in the language each conversation happens in.

  • Fits the systems already in place

    The CRM, LMS and policy systems stay the systems of record.

  • ISO 27001 certified
  • ISO 42001 ready
  • GDPR ready
  • India data residency