TalkEnsure

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Agent Dashboard

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Use the same login you use for chat. Agent tools unlock only after verification and Agent Advantage subscription.

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Live chat controls

Turn live chat on when you want customers and admin-assigned chats to reach your dashboard.

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Closing tools

Lead inbox + transcript

Claim chats from Ava, read transcripts, and reply live to customers.

Sales follow-up

Use short text and email follow-ups to move quotes forward quickly.

Quote and apply

Guide the customer to quote and apply after you confirm fit and repeat the lead PIN.

Policy review

Help customers compare term, whole life, IUL, final expense, and annuity options.

My inbox

Unassigned chats and admin-sent chats. Claim one to take over.

Transcript

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