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The desk, your way.

Your script, your carriers, your lists, even your dialer, with the call’s details already filled in.

  • Script Walker™ one-click answers down the right branch
  • Import scripts any document, turned into a script by AI
  • My Carriers only the carriers you write
  • Pop-outs any panel in its own window, on top
Book a 20-minute demo See every tool
Script Walker™Sample data
IntroReason for callHealth questionsCoverage amountCarrier pickApplication

“Have you been hospitalised or used oxygen in the last two years?”

NoYes, in the last yearNot sure

“Great news, Dolores. How much would you want to leave so the kids aren’t paying for anything?”

$10,000$15,000$25,000Script ran out? Request a step

Every agent tool

Set up the way you sell.

Script Walker™

On script, without reading one.

One step at a time, with the customer’s likely answers as buttons that move you down the right branch. When the script runs out, request a step from the call, and the request lands in your owner’s script editor.

  • Branching steps with one-click answers
  • Live transcript beside it
  • Gaps become new steps
IntroReason for callHealth questionsCoverage amountCarrier pick

“Any heart or lung trouble, or diabetes?”

NoDiabetesHeart or lungScript ran out? Request a step

Import scripts with AI

Your script, in minutes.

Drop in a Word document or a PDF, or paste the text. AI turns it into a branching script and flags the places it wasn’t sure, so you can check them before your agents use it.

FE-script-final-v3.docx12 pagesReading the document…
IntroQualifyHealthBudgetClose

My Carriers

Only the carriers you write.

Pick your carriers. A hidden carrier is gone from the Carrier Waterfall™, the sale form and sale detection, so the copilot never suggests a plan you can’t sell.

  • Americo
  • Mutual of Omaha
  • Corebridge
  • Transamerica hidden: I don’t write it

Your own dialer

Keep your dialer. Add the desk.

NextGen sits beside your current dialer as a slim column: script, copilot, notes, transcript and carriers. The calls we connect stay recorded, transcribed and ranked.

Migrating from another system
Your current dialer
ScriptCopilotNotesTranscriptCarriers

Pop-outs

Any panel, in its own window.

Pop the script, the transcript or the copilot out into its own window without losing its place. One can float on top of every other app, so it stays visible over your carrier’s application.

Script Walker™
Live transcript
Copilot keep on top

Your own lead lists

Load a list. We dial it.

Upload your own outbound list and our dialer works it, with a consent check and DNC scrub on the way in. Drip-ins from your list come back to you. Upload your own voicemail drop too.

april-aged-leads.csvChecking consent and scrubbing DNC…2,000 rows · consent confirmed · DNC scrubbed

Book of Business

Every policy, and what to do next.

Every policy in one ledger with tasks that write themselves: confirm a detected sale, the first draft date, a client’s birthday. Bring your existing book with an AI spreadsheet import that matches your columns.

ClientCarrierStatusTask
Dolores M.AmericoPendingConfirm detected sale
Harold B.Mutual of OmahaIssuedFirst draft Oct 15
June R.CorebridgeIssuedBirthday Fri

On every call

Already on the desk.

  • Live transcriptEvery call recorded and transcribed as it happens.
  • Extract lead detailsDetails and health conditions from the conversation into the lead.
  • Carrier Waterfall™The plans to pitch, ranked by underwriting and what you earn. AI tools
  • RebuttalsThe answer to the objection in front of you, from your playbook.
  • Sale form that fills itselfAnd sale detection, so no policy goes unrecorded.
  • My statesYour licensed states, so you only get calls you can write.

Questions

Can I use my own script?

Yes. Import a Word document, a PDF or pasted text and AI turns it into a branching Script Walker™ script, with warnings where it wasn’t sure.

What happens when the script doesn’t cover a question?

You request a step from the call, and the request lands in the script editor for your owner.

Can I keep my current dialer?

Yes. NextGen sits beside it as a slim column, and the calls we connect stay recorded, transcribed and ranked.

Try the desk on a live call.

Twenty minutes on the real desk. Or pick a plan and start a trial on your own.

Book a demo See pricing