Insurance and Financial Services
Build transparency with your agents by letting them know exactly where they stand with real-time data, and help them get to goal faster by gamifying the daily actions needed to succeed.
Consistent sales performance.
Delivered by Gamification.
Powered by AI.
Most performance problems are visible only after the quarter has already moved. The signals existed weeks earlier, hidden in plain sight across daily team behavior. SalesScreen surfaces them early with AI, drives the right response through gamification, and turns inconsistent performance into something you can finally predict and repeat.
Most sales leaders believe inconsistent performance comes down to people. It rarely does. Without the right habits reinforcing behavior daily, every result stays reactive, every quarter stays fragile, and every target depends on the heroics of a few. Here's what that looks like in practice:
You react to results instead of controlling
what creates them.
One or two reps leaving puts the whole
quarter at risk.
You're expected to deliver more without growing the team.
You know what good looks like, it's just not happening consistently.
Nothing reinforces the right behaviors
across your team every day.
Performance depends on who's managing,
not how the team is built.
Traditional performance management tools are built to capture outcomes. Motivation tools are built to drive activity. Neither was designed to connect the two or to tell a manager what to do next. So the gap between seeing a problem and solving it stays wide open, filled with manual effort, delayed coaching, and intervention that shows up too late to change anything. SalesScreen closes that gap with Scout AI bringing the signals and agentic gamification driving the response. Together they make the connection between measurement and motivation automatic.
SalesScreen unites them
SalesScreen unites them
Always-on gamification turns those signals into the right competition, recognition or nudge so your team course corrects in real-time
Consistent sales performance comes from an ongoing cycle of catching signals early, reinforcing the right behaviors, and sustaining momentum. SalesScreen makes that cycle automatic, measurable and repeatable for every manager and rep on your team.
Scout AI continuously scans activity data like calls, meetings, follow‑ups, and pipeline movement to surface trends and patterns that signal risk or momentum long before they hit your revenue metrics. Instead of digging through dashboards, managers get clear, AI‑driven alerts on which reps, teams, or motions are shifting so they can intervene while there’s still time to change the outcome.

Agentic gamification suggests timely competitions, missions, streaks, rewards and more to nudge reps toward the exact behaviors you want more of. Behind the scenes, Scout AI analyzes performance patterns and suggests which tactic to use and where to deploy it, so every game mechanic is tied to a clear performance outcome.

Ongoing recognition and visible progress reinforces the behaviors that move your numbers most. Over time, those actions become habits across the team, turning good quarters from one‑off wins into something you can actually count on.


Your existing sales tools record the data. SalesScreen makes it work for you.
Your CRM, your conversation intelligence, your engagement tools are all doing their job. SalesScreen sits across all of them, turning what they capture into visible performance, daily motivation and coaching that actually lands.

SalesScreen gives sales managers visibility into the activities, behaviors, and motivation patterns that drive performance, not just the outcomes that report it. Real-time activity tracking, personalized recognition, and coaching tools that help every rep build momentum their own way.
Today, performance depends on who shows up, how motivated they are, and whether the right coaching happened at the right time. With SalesScreen, none of that is left to chance.
SalesScreen is used by sales teams globally to close the gap between what their team does every day and the results they need to deliver. Surface early performance signals, drive immediate action with gamification and coach with context instead of chasing updates with SalesScreen.

SalesScreen helps sales teams across industries stay motivated, connected, and focused on results. Whether you’re leading agents, advisors, or account executives, SalesScreen gamification adapts to your goals, culture, and selling rhythm.

Build transparency with your agents by letting them know exactly where they stand with real-time data, and help them get to goal faster by gamifying the daily actions needed to succeed.

Motivate agents and advisors to stay focused and productive, wherever they work. Recognize milestones, track performance, and create momentum that turns activity into closed deals.

Help SDRs and AEs stay energized through visibility, coaching, and friendly competition. Turn targets into motivation that fuels better pipeline activity and quota attainment.

Keep reps motivated through instant feedback and recognition. Use gamification to boost activity, improve consistency, and make performance visible across teams and shifts.
Customer Stories
Speak to one of our sales gamification experts to discover how to maximize your team's outcomes.