One place for your producer playbooks, onboarding and certification, AI practice calls against realistic prospects, and a readiness index per producer plotted against new business toward validation. Built for independent agencies and brokerages, beside the AMS you already run.
No credit card. No implementation project. Your workspace is live in 60 seconds, with the insurance pack loaded.
Most agencies run producer development from a binder, a carrier LMS, role-play when a manager has time, and a spreadsheet that says who might validate. Muntri puts the four in one place, in your vocabulary, so the owners' question has a number.
First-call playbooks, the renewal defence cadence, the account-rounding checklist, carrier appetite guides and the compliance essentials, in collections producers actually open.
A 90-day new-producer onboarding path, commercial lines and employee benefits certifications, and a compliance and E&O essentials certification, ready on day one and editable in the Studio.
Producers rehearse against AI prospects who say "my guy has had it for 12 years", "just send me a quote" and "I've got one nine grand cheaper", by chat or live voice, and get scored on a producer rubric.
One readiness index per producer across onboarding, certification, practice calls and pitches, plotted against new business toward validation.
Muntri Enablement runs standalone. The agency management system stays where it is; new business by producer comes in by CSV, or natively if you run HubSpot or Salesforce on top.
Export new business by producer and import the CSV. Readiness plots against it. No AMS integration project.
If new business runs through HubSpot or Salesforce Financial Services Cloud, connect it and the readiness chart fills itself.
Reps sign in with the identity they already have. No new passwords to manage.
Notifications where the team already is: assignments, reviews and reminders.
Upload what you have or embed where it already lives. No re-recording.
Bring recorded calls in for coaching on real conversations and call scoring (Pro).
A scoped API with keys, outbound webhooks, and an MCP server so Claude or ChatGPT can search your content and read readiness.
Enrol a rep in a path when a deal moves, assign a scenario after a lost deal, nudge on overdue learning.
Readiness against new business toward validation, per producer and per office, on one screen. The 70% who never validate show up in week three, not month twelve.
One producer standard: your playbooks, your onboarding path, your rubric, loaded into every office the day it joins.
Coaching quadrants and a competency radar per producer turn a vague 1:1 into a specific plan: product knowledge, call practice or a ride-along.
No. It is the practice and readiness layer between sessions, and it keeps certification evidence for your internal plan. State CE stays with your CE provider.
Pick the insurance pack, paste producer emails, export new business from the AMS. Most agencies finish setup in an afternoon.
AI and voice are included on every plan. Your content is never used to train models.
Ridgeline Insurance Partners is a fictional independent brokerage with 15 producers and a year of history: playbooks, onboarding paths, certifications, practice calls against AI prospects, pitch scores and readiness against validation. Tell us who you are and you are in, as the VP of Producer Development, with everything unlocked including live voice practice calls.
Start free, upgrade in-app when you outgrow it. Annual billing saves about 20%.
More than 100 producers, or need SAML, SCIM or a security questionnaire? Talk to us.
By CSV and API, not a native connector. Export new business by producer from the AMS (every agency can, because commissions are paid from it) and import it; readiness plots against it. HubSpot and Salesforce connect natively if you run new business there.
No, and we do not claim it. The certifications are evidence for your internal producer-development plan, next to the state CE your producers already complete with your CE provider.
The point where a producer's book pays for their compensation. Set each producer's validation target, import new business, and the readiness chart shows readiness against new business toward that target, with the correlation and coaching quadrants.
In a private workspace at youragency.muntri.com with its own database. Nothing is shared between customers, and your content is never used to train AI models.
Yes. Google sign-in works on every plan, and Okta can be configured for your workspace. SAML and SCIM are not available yet; talk to us if a platform requires them.
They will not practise with their manager either, which is the point. The AI prospect is available at 7 am before a call, scores on your rubric, and nobody is watching. Teams that try it run three to five practice calls a week per producer.
The workspace keeps working. You see an upgrade prompt when you add a sixth producer or run out of voice calls, and can move to Team in-app in a minute. Nothing is deleted.
Up to 5 producers free. No credit card. Your own private workspace with the insurance pack loaded: playbooks, onboarding, certifications and AI prospects.