The AI co‑pilot for insurance sales calls

Objection cards, compliance alerts and the follow-up. Without a bot on the call.

Available for macOS and Windows

Omnix live call workspace: transcript on the left, coaching cards and compliance alerts on the right.
Who is talking, live
The objection card, as it is said
The pivotNudge card
Become the bank

Banks profit by moving money. You lose by parking it. Let’s move it.

Analogy: Reservoir vs. riverWealth and assets

Coaching that arrives mid-sentence.

  • Listens on your computer, so no bot joins the call and nobody has to be told to ignore one.

  • Private by default, recordings and notes stay in your workspace until you choose to share them.

  • Works with Zoom, Google Meet, Teams and the phone calls you take from your computer.

Omnix live call with a compliance alert raised on the agent’s last sentence.
Nudge: listen more
Compliance flag on your last sentence

Teams building on the same speech platform.

Omnix listens with Talkscriber’s own speech technology. These teams build their voice products on it too.

Omnix helps you before, during and after the call.

Start the call prepared

  • Omnix knows what is next on your calendar.
  • One click joins the meeting with the client's file and your notes from last time open.
  • New to the pitch? Rehearse it in Dojo against ten practice clients first.
Omnix client list with stage, owner, and last contact.
Find anyone fast
Tags and company at a glance

Give the client your full attention

  • It listens to both sides and stays quiet until it matters.
  • When the client objects, the matching card appears.
  • When you drift toward a promise you cannot make, an alert names your last sentence while you can still rephrase.
Omnix live call workspace: transcript on the left, coaching cards and compliance alerts on the right.
Who is talking, live
The objection card, as it is said

Post-call admin, done

  • The summary, the facts you learned, the tasks and the coaching notes are written before you hang up.
  • Talk ratio, pacing and the moments that moved the call are there to review.
  • You and your manager see the same report.
Omnix post-call overview with the summary, outcome, and next steps.
Summary, written for you
Facts confirmed on the call
Ask about this call

The client objects. Omnix answers.

On a call, Omnix hears the objection in the live transcript and shows the matching card from your organization’s library, with the recommended response. Try it: pick what a client says.

The client says

The pivotNudge card
Become the bank

Banks profit by moving money. You lose by parking it. Let’s move it.

  • Bill reframe: It leaves checking, but it isn’t spent; it’s moved into a structured asset.
  • Access reframe: The goal is liquidity with rules, not money locked away forever.
Analogy: Reservoir vs. riverWealth and assets

Works the way you sell.

Download for free

Ask anything, mid-call

  • Open the Ask panel mid-call.
  • Ask what the client already said or what to ask next.
  • Answers come from the call so far and your documents, with sources.
Omnix co-pilot with the Ask panel open mid-call: a question about what the client has said, answered from the call so far with its source.
Ask anything about the call

Practise in the Dojo

  • Talk to a simulated client by voice.
  • Go from an easier call to a harder one.
  • Read what to try next time, before the real call.
Omnix Dojo: choose what to practise and which simulated client to talk to, from an easier call to a harder one.
Pick what to practise
Pick a client, easy to hard

Coaching reads the whole conversation

  • A conversation map scores rapport, clarity, objection handling and close readiness.
  • The gap sits under each score.
  • Managers and reps review the same report.
Omnix post-call coaching tab with talk ratio, pacing, and feedback.
Talk ratio and sentiment
Summary, written for you
Facts confirmed on the call

Perfect call memory

  • Ask your book of business: who needs money for college?
  • Get the clients who said so, with the exact lines.
  • Works for surrender charges, riders, anything said on a call.
Omnix answering a question across every past call: who needs money for college.
Search what was said
Filter by client, speaker, channel
Every call, by day

Your documents, answered in the call

  • Product guides, illustrations and playbooks live in one shared knowledge base.
  • Ask mid-call and get the answer back.
  • Every answer comes with its source.
Omnix knowledge base with Ask AI answering the surrender schedule on the Meridian IUL, with three cited sources.
The answer, with its sources

Managers see the whole team

  • Deal health and the closing trend, for the whole organization.
  • See who is on a call right now.
  • See who needs coaching this week.
Omnix organization insights: deal health, closing trend, and the team’s upcoming meetings.
Deal health and close likelihood
Closing trend, week by week
Trend over time

Numbers you can act on

  • Call volume and the funnel from lead to recruit.
  • Monthly goals and an agent comparison.
  • Filter to the last 30 days or any range.
Omnix analytics: call volume, conversion funnel, and outcomes over time.
The four numbers that matter
Conversion funnel
Goals this month

Mishears, fixed once for everyone

  • Add product names, people and jargon once.
  • Keep a personal or an organization glossary.
  • Every member's transcript is corrected automatically.
Omnix glossary of domain terms corrected on every transcript.
Add the words speech gets wrong
Or import them from a document

Use your call notes anywhere

  • Google Calendar and Outlook for your schedule, Drive for documents.
  • The Omnix connector lets Claude read notes and search calls.
  • It manages action items with your permissions.
Omnix connectors page: Google Calendar, Drive, Outlook, and the Claude (MCP) connector.
Calendar and Zoom, connected
Capture into Obsidian
Let Claude read your meetings

Two hours of live co-pilot, free.

Then Business is $29 a month after a 30-day trial, with ten hours of co-pilot and coaching every month. Teams get custom allowances and invoicing.