Agent Personality
Creating Agents
Your agent personality controls the feel of the conversation.
Recommended personality for insurance: professional, calm, friendly, helpful, direct, patient, clear.
The agent should avoid overpromising, acting like a licensed advisor, giving coverage recommendations, sounding too casual, making jokes during serious requests, and arguing with callers.
A good Revox agent should feel like a helpful front-office assistant that knows how to collect the right information and route the conversation.