Stop juggling.
Start listening.
Insurance sales means comparing products, tracking commissions, staying compliant, and caring for customers — often all at once. Serrét puts everything in one place so your team can focus on what matters: the person on the other end of the call.
The reality of insurance sales today
Product sheets, rate cards, compliance scripts, CRM — all open, all demanding attention.
Nearly half the day spent on lookups, data entry, and commission calculations.
Burnout drives turnover. Generic tools make the problem worse.
“Listening can happen more if typing and clicking needs to happen less.”
This is the philosophy behind everything we built. Your agents deserve tools that give them their mental real estate back.
Built for insurance teams
Not a generic CRM with insurance features bolted on. Purpose-built for the way you actually work.
Cadence — AI Call Companion
Pre-call briefings in <500ms, live AI assistance, and auto-generated summaries. From 8 documents per call to zero document juggling.
- <500ms briefings
- Live AI answers
- Auto summaries
- One-click CRM updates
PHI Finder
Compare Australian private health insurance across 8 major funds and 38 clinical categories. LHC calculator, rebate calculations, and real-time pricing.
- 8 health funds
- 38 clinical categories
- LHC calculator
- Side-by-side comparison
Serrét Connect
Send magic links for secure document collection. Customers capture with phone camera, AI extracts data, you review and merge to CRM.
- Magic link delivery
- AI document extraction
- Co-browse support
- End-to-end encryption
Commission Tracking
Track complex tier structures, upfronts, trails, and clawbacks. XP levels, leaderboards, and achievements to motivate your team.
- Tier tracking
- XP & levels
- Leaderboards
- Payout forecasting
Wellness Suite
90+ exercises for stress, focus, and energy. Because insurance sales is demanding — and burned-out agents don't perform.
- Quick resets
- Focus exercises
- Stress relief
- Energy boosters
Visual Board
Drag icons instead of typing notes. Document the customer's needs while your brain stays in the conversation.
- Drag-and-drop
- Auto-generated notes
- Real-time summary
- Less typing
Real results from real teams
“Our agents actually listening instead of frantically typing. From 8 documents per call to zero document juggling. The mental real estate is back — and so is our close rate.”
Ready to give your team their mental real estate back?
Book a discovery call and see what Serrét can do for your insurance team — configured for your workflow.
Accelerator fee 100% credited to subscription