Magellan — AI Coaching Built Into Every Call

Magellan — AI Coaching Built Into Every Call

Better employees. Better customer conversations. Better retention.

Magellan is an AI-powered coaching platform purpose-built for independent insurance agencies running on RingCentral. It listens to every call, surfaces what your agents are doing well, and gives managers the tools to reinforce great habits and close skill gaps — all without adding another dashboard nobody opens.

A coach behind every call

Most call analytics tools are built for surveillance — flagging mistakes, scoring compliance, watching for what went wrong. Magellan is different. It's built for development. Every call is evaluated across a structured competency framework covering how agents open conversations, discover needs, resolve objections, close, and manage the call — and the first thing a manager sees is what their agent is doing right. Coaching and recognition lead; gap-finding follows.

Why it matters

Agencies using Magellan have seen measurable results: Spivey Insurance retained 25 additional policies, lifting policy retention by 4% and generating an 8x return on investment. That's not a projection — it's what happens when every conversation gets a little better.

What Magellan does

1. Automatically scores every call against a proven competency framework, no manual review required
2. Gives managers real-time and post-call coaching notes tied to specific moments in the conversation
3. Flags at-risk customer conversations before they shop the account elsewhere
4. Ranks team performance so managers know who needs support and who deserves recognition
5. Builds a coaching history for every agent, so development compounds over time instead of resetting every quarter
6. Syncs automatically with your agency management system, so nothing needs to be re-entered by hand

Built natively for RingCentral

Magellan integrates directly with your RingCentral phone system, so there's no new hardware, no new dialer, and no disruption to how your team already works. Calls are captured and analyzed automatically the moment they happen.

Who it's for

Magellan is built for independent insurance agencies that know their people are the product. Whether you're running a single office or coordinating producers across multiple locations, Magellan gives owners and managers the visibility to develop their team intentionally — starting at just 5 seats.

Magellan doesn't replace your managers. It gives them a coach behind every call. Better employees, better customer conversations, better retention.