Knowledge Management for
Insurance Companies

Provide advisors with the information they need to
support and sell to customers faster and more consistently.

1,100 Top Companies Love Stonly

Make information available when & where advisors need it

Empower advisors to speak like experts with step-by-step, interactive decision trees, scripts, and job aids that deliver the right response or next action every time. Improve troubleshooting scenarios and make the most out of your current macros and workflows.

Answer advisor questions instantly and reliably with AI

Stonly’s AI Answers make it easy for advisors to ask questions wherever they need assistance rather than interrupting other employees. Ensure answers are relevant based on the advisor’s current context and accurate by only pulling from approved docs.

Update and improve knowledge effortlessly

Track how advisors adhere to scripts and measure the effectiveness of each guided step. Push new content and branches to all of your advisors instantly and effortlessly to continuously improve their performance.

Customer Service
Sales
Claims
Underwriting
Training and Development
IT

See how leading insurance providers are improving productivity and consistency across teams

Stonly Benefits

Ensure compliance every time

Enforce and track advisor actions by equipping them with reliable information that’s easily available within their day-to-day tools.

Ramp new advisors faster

Encourage advisors to help customers from day one with real-time guidance in their flow of work— No memorization required.

Improve advisor performance

With analytics by content, step, and person, understand what is working, what is being accessed, and where you might need improvement.