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Caretta for
Insurance reps

Insurance is very high gravity. Caretta’s been super helpful, especially when you have all of that nuanced information and you have so many different use cases where people are asking about extremely difficult scenarios. It’s just really helpful to have that safeguard and not have to rely on that follow-up email to deliver information.

Portrait of Rhocar Constant
Rhocar ConstantGTM Lead at Corgi
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Hundreds of policies, with you in your calls

As you are dealing with sensitive information that spans
hundreds of policies, Caretta remembers every detail.

Are you leading a team of insurance reps?

See every call, KPI, and coaching opportunity in one dashboard, built around how your team sells.

Explore Caretta Metrics
Aug 19 at 12:30 PM

Caretta Demo | Marcus Feld & Dana Whitfield

Dana demoed real-time meeting assistance and the knowledge base. Marcus sees value for AML and compliance questions, and will assess internal interest before a Monday follow-up.

RepDana Whitfield
CompanyNNorthwind
Attendeesmarcus@northwind.io
Next steps (4)
1
Review tool and learnings with the team and AML expert to gauge interest.prospect · right now · 22:15
2
Send a follow-up email.seller · right now · 23:30
3
Send a calendar invitation for the follow-up meeting.seller · before Monday meeting · 23:30
4
Hold a follow-up meeting.both · 2026-08-24T11:00:00Z · 23:30
Insight adoption33%
EngagementHigh
Talk ratio58%
Objection resolution50%
Discovery4
Call Management
Agenda SetNo
Deferrals Count0
Filler Word Frequency5
Coaching Adoption
Insights Led To Engagement Count9/11
Insights Shown Count33
Insights Used11/33
Discovery
Discovery Questions Count4
Lead Source InquiryNo
Next Steps
Next Steps Count4
Org Custom
Security Review Readiness4.1/5
Pricing DiscussedYes
TranscriptVideo

Doing well. How's it going? Nice to meet you.

Sorry for coming in a couple of minutes late.

No problem at all, I only just sat down myself.

How are you doing today?

Doing well — business as usual. Could be less busy, but that's fine. How about yourself?

Good, thanks. Are you calling from Oslo? Nice.

I should apologise for the overly polished look — all of our meeting rooms are busy, so I'm in the podcasting studio and it looks a little pretentious.

I love it. I think it's great.

That's good, I'm glad you liked it. I'm interested to see the system properly.

I know you said it would be a hard sell internally, but I'm always open to feedback — we've been in the space for over a year now. To give you more context, we're a startup out of Europe, now based in San Francisco.

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