ProAgent

AI Insurance Sales Assistant

Free · Designed for iPad

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

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- Bug fixes and performance improvements - Updated app screenshots

Version 1.4.3

The developer, Yong Liu, 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
    • Yong Liu
  • Size
    • 23.7 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.
    • Apple Vision
      Requires visionOS 1.3 or later.
  • Languages
    • English and Simplified Chinese
  • Age Rating
    4+
  • Copyright
    • © 2026 ProAgent Inc.
  • Privacy Policy

    • More by Yong Liu