Real-time stock rewards on your dashboard, all your carrier license numbers in one view. AI assistant + CRM + training — grow your book, all in one app.
ProAgent is an AI-powered assistant designed for insurance professionals, combining real-time sales coaching, marketing tools, and team management.
【Real-time AI Sales Coaching】
Receive instant coaching suggestions through your earphone while talking with clients. AI analyzes conversations in real-time and provides timely script recommendations to help you close deals.
【5-Minute Periodic Summaries】
Get AI-generated meeting summaries every 5 minutes during client meetings, including key discussion points and suggested next steps.
【Marketing Content Generator】
Create professional marketing posters and social media content with AI assistance, and share directly from the app.
【Team Management】
View team hierarchy, track downline performance, and manage organizational structure.
【Key Features】
• Real-time AI sales coaching with speech recognition
• Periodic meeting summaries with actionable insights
• Marketing poster and content generation
• Team hierarchy and performance tracking
• Dark mode support
• Bilingual interface (English & Chinese)
Ratings & Reviews
5.0
out of 5
1 Ratings
• Stock Rewards: added "Unactivated / Activated Shares" display with real-time updates.
• License Status: view your license numbers for each carrier.
Version 2.6.6
The developer, HengSheng Group Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
User Content
Identifiers
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
HengSheng Group Inc.
Size
26.2 MB
Category
Business
Compatibility
Requires iOS 17.6 or later.
iPhone Requires iOS 17.6 or later.
iPad Requires iPadOS 17.6 or later.
Mac Requires macOS 14.6 or later and a Mac with Apple M1 chip or later.
