Insurance Coaching Software

Designed for insurance brokerages, companies and teams, our customizable software helps managers, coaches, mentors and executives, increase learning opportunities teams, create a coaching culture and hire new sales associates.

Success Modules for Coaches and Clients

Our customizable sales enablement, productivity and coaching modules to deliver your specific strategy, process, content and goals.


The following are features of CoachSimple Insurance Coaching Software:

  • Standardize Agent On-boarding
  • Accelerate Agent and Manager Productivity
  • Promote a Coaching Culture
  • Distribute Business Planning and Goal Setting Programs
  • Set Annual, Quarterly, Monthly and Weekly Goals, Targets and Check-ins
  • Monitor Sales Activity and Key Performance Metrics
  • Facilitate One-on-one and Group Coaching
  • Document Notes, Discussions and Commitments
  • Distribute Training Videos, Documents and Links
  • Provide a Comprehensive Resource Library and Interactive Community


  • Encourage Sales Managers to Become Coaches
  • Report on Agent Productivity From Any Device at Any Time
  • Automate and Increase Agent Engagement
  • Monitor Agent Success with Leaderboards and Gamification
  • Standardize Process and Branding for Growth and Expansion

"It's expensive to replace talent and miss opportunities due to a disengaged salesforce. A strong coaching culture raises professional engagement, achievement and morale with sales teams." -- Greg Ausley, Founder and CEO of CoachSimple

Our Clients

Users of CoachSimple include a variety of Teams, Sales Offices, Companies and Franchises.

Try CoachSimple today or contact us for a customized, Insurance specific demo of our platform.