Insurance Sales Training Solution

Engage Clients Like Never Before

Accelerate results in competitive markets with the sales enablement platform built for insurance professionals.

$1.6M New Revenue

See how Ash Brokerage increased advisor engagement and drove new sales.

Drive Performance for Hybrid Teams

Increase productivity, reduce costs and drive engagement. Engage new hires quickly, develop critical skills and drive faster results for your organization. Empower managers with the information they need to lead successful teams.

Modern Training for Competitive Teams

Train High-Performing Teams
Train High-Performing Teams

Create, deploy and scale training programs that drive sales success.

Collaborate Seamlessly
Collaborate Seamlessly

Reinforce best practices with peer-to-peer collaboration and knowledge sharing.

Maximize Reach
Maximize Reach

Reduce costs, improve efficiency, create and share interactive training content quickly.

Coach More Effectively
Coach More Effectively

Assess competencies and deliver targeted skills training that keeps your salespeople engaged.


Connect and Empower Client-Facing Teams

Share sales strategies and product positioning to gain a competitive edge.

Capture and share best practices and competitive intelligence
Foster peer-to-peer learning and replicate high performers
Keep salespeople engaged and informed with rapid updates
Serve up deal-specific content at the moment of need
Compliance and Communication

Help Client-facing Teams Deliver Outstanding Service Every Time

Differentiate and improve client engagement at scale with high-impact insights.

Share up-to-date messaging, control workflows, and secure content to mitigate risk
Build better relationships and speed time to sale
Deliver branded just-in-time content to handle objections
Give teams the knowledge and confidence they need to win every deal
Performance Analytics

Connect Advisor Activity with Business Results

Understand revenue impact and effectiveness of financial sales training, content, and coaching to drive best practices.

Assess advisor skills, competencies, and knowledge retention
Get actionable insights into individual and team success
Maximize coaching resources and deal intelligence
Track client engagement and replicate winning behavior

From a reinforcement standpoint, I know exactly where I need to spend time honing certain skill sets. This is a level of insight that I didn’t have before Allego.

Rebecca Martin Vice President, Sales/RM Learning and Engagement / Fidelity

Allego has been a perfect way to stay top of mind with our clients, figuring out how to support them virtually rather than doing it face to face.

Brent Kopp Senior Director, Central Region / S&P Dow Jones Indices

Hard numbers aside, my wholesalers tell me that regularly seeing each other’s faces through the Allego videos helps them feel more connected to one another as a team than ever before.

Mike McGlothlin Executive VP, Retirement / Ash Brokerage

See Allego in Action

Find out how you can deliver training at the moment of need, increase engagement and foster collaboration across your team. Request your demo today.

Demo Request