Coaching, not managing.

Analytics Buddy builds Nelson— an AI sales coach for insurance advisors. Field salespeople open Nelson between client calls, under pressure to hit MDRT, policy counts, and persistency. They don’t want a pep talk; they want a concrete plan.

Nelson reasons over each advisor’s real CRM data and coaches against their actual numbers — showing the gap rather than asserting it, and surfacing the one next best action that moves it. The data is the receipt.

We build for a specific feeling: the advisor leaves each session steadied and sharpened — the number stops scaring them, the path is obvious, the expertise is unmistakable.