4.9/5 on G2
AI sales training for insurance agencies Get new agents phone-ready before they burn a lead
Agents practice your script against AI prospects. Kendo scores every call and shows who to coach next.
Free trial availableRecordings never train AI models
Kendo app, shown with example insurance data.
Kendo scores a final expense roleplay on the agency scorecard.
Results from insurance teams
45+ days to
14 days
Time to baseline performance
United Insurance Pros, measured ramp
Read the story : United Insurance Pros case studyAbout 33% to
60%+
Close rate on new sales agents
Globe Life's own tracking
Read the story : Globe Life case studyPer sales agent, per month
$3,000+
Reported savings on wasted leads
Waylon Artrip's estimate
Read the story : United Insurance Pros case studyOne top performer
about2x
Baseline revenue collected
Kody Skvarla's team; the wider team reports +5-20%
Read the story : Kody Skvarla case studyHow Kendo works for an agency
Your new agents are learning on paid leads
Move that learning off the phones with one weekly loop: practice, score, coach, screen.
-
01Practice
Practice before the phones
New agents run your script against AI prospects who push back like real ones.
- Your objections. Spouse, price and "I already have coverage", on demand.
- Any hour. No manager on the line, no calendar to book.
"Kendo matches or beats a human practice partner. The objections are the exact same as real calls."
Kody Skvarla, insurance team lead (1:05-3:43) -
02Score
Score every call against your own script
Set the criteria once. Kendo grades every roleplay and live call the same way, with the moment as evidence.
- Your scorecard. Weighted categories, from discovery to the application.
- One standard. Every producer measured on the same pitch.
"It's no longer about 'I feel, I feel, I feel.' ... This tells me you're not a very good closer. That's okay. We can work on that."
Waylon Artrip, Founder, United Insurance Pros (10:44-13:38) -
03Coach
Coach the gap, then assign the fix
Kendo's feedback points to the moment the call turned. Put the agent on a Training Path and see every step score.
- Every call reviewed. Not the three you had time to hear.
- Training Paths. AI prospects in order, each one scored.
"Kendo buys back time for my leaders so that they can actually go focus on their sales instead of having to spend time roleplaying with individual reps."
Jess Chang, Partner, Globe Life (0:54-1:34) -
04Screen
Screen recruits before you contract them
Send candidates a link to your AI prospect. Review the scored call before the interview.
- One link. Each call arrives with the candidate's name, email and phone.
- Grouped by candidate. Every attempt and the average score sit together in Calls.
- Founder-reported: Luke Alexander says screening time fell about 80% when he hired his last three reps.
Proof
Three insurance teams, on the record
United Insurance Pros · 500+ agent insurance agency
New insurance agents ramp in 14 days, down from 45+
"If you've got more than five agents, it's a no-brainer. This may even work better at a smaller scale getting started."
Waylon Artrip, Founder, United Insurance Pros (16:48-18:53)
Ramp to baselineDays after certification
Globe Life Insurance
New life insurance agents close at 60%+, up from about 33%
"With my new agents, usually they start out at about like a 30, 33% close rate. Now we're seeing over 60% close rates on new agents."
Jess Chang, Partner, Globe Life (1:34-2:17)
Close rate, new agentsAbout 6 months
Kody Skvarla's insurance sales team
One insurance agent collected about 2x his typical month
"My call on Kendo with Mary was the exact same as how my actual call just went. Literally almost word for word, the objection, the way they went about it. Then I closed the deal."
Victor, Sales Agent on Kody's team (1:29-1:56, 3:08-3:43)
Victor's revenue collected% of his typical month
See the same loop on your agency's calls
Request a walkthroughFree trial availableRecordings never train AI models
Lines of business
Built around the calls your agents actually take
Pick a line. See the objection your agents practice, what gets scored and the kind of feedback Kendo gives.
Final expense
What prospects say
“I already have a policy through my bank. I don't need another one.”
What gets scored
- Health questions asked in full
- Rebuttals that return to the prospect's goal
- A clear close to the application
Feedback Kendo gives
- GOOD
- Acknowledged the bank policy before pitching, which kept Walter talking.
- WEAK
- Jumped to price when Walter said the policy "isn't much," instead of asking what it pays.
- Try this:
- "If something happened tomorrow, what would that policy cover, and who would pay the rest?"
Illustrative example of Kendo's feedback
Medicare
What prospects say
“I'm happy with the plan I have. I don't see why I'd change anything.”
What gets scored
- The items on your compliance checklist
- Discovery before plan details
- A clear, no-pressure next step
Feedback Kendo gives
- GOOD
- Asked how Gary uses his current plan before naming any options.
- WEAK
- Kept comparing premiums after Gary mentioned a new prescription.
- Try this:
- "Tell me about that new prescription. Is it covered the way you expected?"
Illustrative example of Kendo's feedback
Life
What prospects say
“I need to talk to my wife before I decide anything.”
What gets scored
- Needs discovery before the quote
- A plain explanation of the policy
- The referral ask
Feedback Kendo gives
- GOOD
- Asked about both kids before talking coverage amounts.
- WEAK
- Offered a callback instead of inviting Ray's wife into the conversation.
- Try this:
- "Is she free to join us for ten minutes right now, so you both hear the same numbers?"
Illustrative example of Kendo's feedback
Health and ACA
What prospects say
“I looked at this last year and it was way too expensive for me.”
What gets scored
- Qualification up front
- Plain-language plan explanation
- A booked next step
Feedback Kendo gives
- GOOD
- Confirmed household size and income in the first two minutes.
- WEAK
- Never asked what Tasha was quoted last year before showing new plans.
- Try this:
- "What were you quoted last year? Let's see what your options look like now."
Illustrative example of Kendo's feedback
P&C
What prospects say
“I found it cheaper online. Can you just beat that number?”
What gets scored
- Coverage discovery before price
- The quote-to-bind close
- The cross-sell ask
Feedback Kendo gives
- GOOD
- Stayed calm on price and kept Mike on the call after the online quote came up.
- WEAK
- Cut the price before comparing the coverage on the online quote.
- Try this:
- "Before we match it, can we check the liability limits on that quote together?"
Illustrative example of Kendo's feedback
Annuities
What prospects say
“My husband wants to wait until rates move. Can you call back next year?”
What gets scored
- Suitability questions covered
- Disclosure delivered in full
- Trade-offs explained plainly
Feedback Kendo gives
- GOOD
- Covered Linda's retirement date and income needs before any product talk.
- WEAK
- Agreed to call next year with no reason to talk sooner.
- Try this:
- "Could we set fifteen minutes this week with both of you, so he can ask his questions directly?"
Illustrative example of Kendo's feedback
Compare
Why agencies switch to Kendo
Most agencies train with mock calls, ride-alongs and an LMS. Here is what each one covers.
| Capability |  KendoAI roleplay + AI sales manager | Mock calls with a manager or partner | Ride-alongs and shadowing | LMS videos and scripts | Other roleplay apps |
|---|---|---|---|---|---|
| Rehearse the pitch any hour | Yes | No | No | Partly | Yes |
| Rebuttals for real objections | Yes | Partly | Partly | No | Partly |
| Every call scored on your script | Yes | Partly | No | No | Partly |
| Spot struggling producers fast | Yes | Partly | Partly | Partly | Partly |
| Assign the fix from the call | Yes | Partly | No | Partly | Partly |
| Track scores call over call | Yes | Partly | No | No | Yes |
| Test recruits before contracting | Yes | Partly | No | No | Partly |
| Every type of insurance you write | Yes | Yes | Yes | Partly | Partly |
Built inPartly, or by handNot covered
Bring your script. See it scored.
Request a walkthroughFree trial availableRecordings never train AI models
Kendo reviews on G2
"If you're not using AI, you're going to get left behind because the people that use AI are buying back more time, getting better results."
Jess Chang, Partner, Globe Life (4:52-6:28)
FAQ
Questions from agency leaders
What is Kendo, and who is it for?
Kendo is an AI sales training and coaching platform for insurance agencies, IMOs and insurance sales teams. New agents practice your script against AI prospects, Kendo scores every roleplay and live call on your own scorecard, and managers see who needs coaching and assign Training Paths.
Do you use our calls to train AI models?
No, your recordings and transcriptions are not used to train AI models. Kendo uses OpenAI and Anthropic for AI processing, both documented as SOC 2 Type II certified providers. Customer data is logically isolated, access is role-based, and you control retention, export and deletion.
Are you SOC 2 and HIPAA compliant?
Kendo's Security Overview lists its own SOC 2 Type II certification as in progress, with HIPAA on the roadmap and ISO 27001 planned for 2027. The application is hosted on Vercel, and customer data is stored in Google Cloud (Firebase), with TLS 1.3 encryption in transit and AES-256 at rest. MFA is available to all users and can be enforced organization-wide. Enterprise teams can request security questionnaire responses and architecture documentation under NDA, and should confirm the latest certification status and PHI requirements with their compliance team.
How does this fit CMS recording rules and state consent laws?
Kendo reviews recordings that your existing systems capture. Calls arrive from Zoom, Fathom, Fireflies or the Push API, and you control retention, export and deletion inside Kendo. Recording consent, CMS and TPMO requirements, and state rules should be confirmed with your compliance team.
Does Kendo work with our dialer and CRM?
Kendo connects natively to Zoom, Fathom and Fireflies, and takes everything else through its Push API. For a dialer or CRM without a native connector, the Push API accepts a transcript or audio URL, and documented guides cover HubSpot, Salesloft and Aloware. Slack, Zapier and webhooks handle summaries and downstream automation, so send us your stack and we will confirm the path.
What does Kendo cost, and is there a trial?
Pro is $55 per seat per month and Max is $100 per seat per month, billed monthly. Pro includes 180 roleplay minutes per seat and Max includes 480, and teams of 10 or more can move to custom Enterprise pricing. A free trial covers AI roleplay, call review and the AI Sales Manager, and annual billing includes 2 months free.
Will it work for Medicare, final expense and our own scripts?
Kendo lets you build AI prospects around your own product, call type, ICP and objections. Public examples include Medicare closing calls and insurance discovery calls, and scripts, frameworks and company documents can be loaded as context. For a specific line such as final expense or P&C, book a demo and we will walk through your scenario.
Does Kendo replace our managers and trainers?
No, Kendo is built to support managers, not replace them. It automates call review, feedback, training assignment and practice scoring, so managers spend their time on coaching. New agents practice against AI prospects before live calls, and the same scorecard grades practice and live calls.
What can we measure, and how do we see ramp and close-rate impact?
Kendo tracks call scores, skill trends and training activity by rep and by team, using custom scorecards built on your sales process. Dashboards, leaderboards and trend analysis show whether practice scores and live-call scores are improving. Outcomes such as placement, persistency and chargebacks live in your own CRM and carrier reports, so compare them against Kendo score trends.
See the loop on your agency's own calls
Bring your script and a few recorded calls. See them scored and coached.