The Conversation Guide for Up-and-Coming Life Insurance Agents

Your first client call.And your mind goes blank.

RIO is the life insurance agent conversation guide for up-and-coming agents. Tap through the call, one step at a time.

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Six-page scripts. Five managers, five opinions. Flipping pages mid-call.

New agents don't lack ambition. They lack a clear next thing to say.

How it works

  1. STEP 1

    Open RIO on your phone

    It installs from your browser, like an app, on iPhone or Android.

  2. STEP 2

    Pick your call type

    Life, IUL, annuity, final expense or guaranteed acceptance.

  3. STEP 3

    Tap through, with real scripted language

    One step at a time, with the next thing to say on screen.

What's inside your life insurance agent conversation guide

  • General Life

  • IUL

  • Annuity

  • Final Expense

  • Guaranteed Acceptance

Compliance flags built in.

Step 3 · Screen
⚑ Compliance-sensitive step — use this language as approved.

Quick health check

“Before we go further — any major health issues I should know about?”

Note — don't read this aloud: Full detail gets gathered in the application itself.

Example screen from RIO

Pricing

$50for your first 60 days

Then $25/month. Cancel anytime.

Renews monthly until you cancel. Access continues to the end of the month you paid for. No partial refunds.

Buy RIO

Included

  • All five conversation flows
  • Works on iPhone and Android
  • Use it on up to two devices
  • Updates as the scripts improve

Signing up through your agency owner's link? You get $5 off your first 60 days.

Leading a team? Support every new agent without sitting in on every call.

For agency owners

Common questions

Does RIO replace training?

No. RIO supports product knowledge and training. It does not replace them.

Does it work on my phone?

Yes, on iPhone and Android.

Can I cancel?

Yes, anytime. Your access continues to the end of the month you paid for. There are no partial refunds.

Is RIO carrier-approved?

RIO is an independent conversation guide. It isn't affiliated with or endorsed by any insurance carrier. Agents remain responsible for following their carrier's and IMO's rules.

Can I change the scripts?

Not in this version. RIO's scripts are built as one connected flow, so changing a line can break the logic that follows it. A version that lets you load your own scripts is planned. Contact us to be notified.

Ready to sound like you've done this a hundred times?

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