About Orbix.ai
Orbix.ai is an AI sales mentor for insurance and annuity providers that supports underwriting and coaches agents through the sale in real time. Grounded in a retrieval-augmented knowledge base, it gives every agent instant, accurate answers and guided next steps at the point of conversation. It turns product complexity into faster quotes and stronger conversions.
Industry · InsurTech
The problem we set out to solve
Selling insurance and annuities is knowledge-intensive: products are complex, underwriting rules are dense, and the right answer often lives in a manual no agent has time to read mid-conversation. New and mid-tier agents lose deals not because they lack effort but because they lack instant access to the guidance that top performers carry in their heads. Slow, uncertain quoting frustrates prospects and lets momentum leak out of the sale, while inconsistent advice creates compliance and quality risk. What providers need is a way to put expert-level coaching and accurate product knowledge in front of every agent, on every call — grounded in real source material so the guidance can be trusted rather than hallucinated.
How we built it
Build a grounded knowledge base
We indexed product, underwriting and sales material into a Pinecone vector store so the assistant retrieves from authoritative sources. This is the foundation that keeps its coaching accurate.
Ground responses with RAG
We used a retrieval-augmented generation architecture over GPT-4 so every answer is grounded in retrieved source content rather than the model's assumptions. Agents get advice they can trust and act on.
Support underwriting decisions
We built the assistant to interpret underwriting criteria and guide agents toward the right products and next steps for each prospect. It compresses the research that used to stall a quote.
Coach agents through the sale
We designed a real-time mentoring flow that suggests talking points and next-best actions as the conversation unfolds. Every agent gets the instincts of a top closer at their side.
Deliver a fast, embedded experience
We built the front end in React and deployed on Vercel so the mentor is fast, always available and integrated into the agent's workflow. Speed at the point of sale is what converts.
Key capabilities
AI sales mentor
Real-time coaching that guides agents through each stage of the insurance and annuity sale.
Underwriting support
Interprets underwriting criteria to point agents toward the right products and requirements.
RAG-grounded answers
Retrieval-augmented responses grounded in authoritative product and policy material for trustworthy guidance.
Next-best-action guidance
Suggests the most effective next step at each moment of the conversation to keep deals moving.
Faster quoting
Removes the research bottleneck so agents can produce accurate quotes on the spot.
Conversion coaching
Talking points and objection handling that help agents convert more prospects into policies.
Outcomes that moved the needle
Orbix.ai has helped process 10K+ policies, delivering quotes 3× faster and lifting conversions by 45% for the agents it coaches. By grounding an AI sales mentor in a RAG-backed knowledge base, it puts expert-level product and underwriting guidance on every call — turning complex, knowledge-heavy sales into fast, confident closes.
