Resource Center
Built to Help You
Win More. Know More.
Playbooks, guides, compliance checklists, and research — written for multi-vertical sales teams, not marketing departments.
The Multi-Vertical Sales Playbook
How to run auto, home, life, and Medicare from one CRM — workflows, comp structures, and AI coaching configuration.
Download PlaybookAI Coaching ROI Report 2026
Data from 50 agencies: average call length, close rate lift, and compliance incident reduction after implementing AI coaching.
Read ResearchTCPA Compliance Audit Checklist
25-point checklist for insurance agencies. Covers consent capture, DNC enforcement, call recording, and documentation.
Get ChecklistSales & Operations
Lead Distribution Engine Setup Guide
Configure routing rules, overflow logic, and performance-based weighting.
Commission Plan Templates (5 structures)
Multi-tier, advance, holdback, and flat-rate templates ready to configure.
New Advisor Onboarding Checklist
30-day ramp plan with Vantage training milestones and first-deal targets.
Inbound Call Handling Playbook
Answer rate, disposition guide, and follow-up sequences for warm inbound leads.
AI & Coaching
AI Coaching Mode Configuration Guide
Passive vs. active vs. compliance-only — when to use each and how to tune it.
Objection Handling at Scale: AI vs. Manual
Call outcome data comparing coached vs. uncoached advisors across 10,000 calls.
AI Coaching Prompt Library (Insurance)
50 pre-built coaching prompts for auto, home, life, and Medicare objections.
Compliance
TCPA Consent Capture Checklist
Required disclosures, timing rules, and documentation requirements by state.
Call Recording Compliance by State
One-party vs. two-party consent requirements and how Vantage automates disclosure.
Compliance Audit Log Export Template
Pull your Vantage audit trail into this template for regulator review.
Analytics & Reporting
Building Your KPI Dashboard
Which metrics matter, how to weight them, and weekly review cadence recommendations.
Weekly Team Performance Report Template
Pre-built Google Sheets template populated from Vantage's export.
Pipeline Velocity Benchmarks by Vertical
Industry data on days-to-close, conversion by stage, and lead source quality.
Video Library
5-Minute Platform Overview
5:12 · What Vantage is, who it's for, and what makes it different.
AI Coaching Walkthrough
8:30 · Live demo of AI coaching in passive and active modes during a simulated call.
Commission Engine Deep Dive
12:45 · Multi-tier commission setup, advance configuration, and payout dashboard.
Lead Distribution Setup
9:20 · Round-robin, weighted, and overflow routing rules — configured live.
Ready to See Vantage In Action?
Resources help you understand. A demo shows you exactly what it looks like with your operation.