COGNIFAI
Illustrative sample · Fictional firm and data
Adviser league table · Claims Management
Who sells well, and who sells fairly.
Every adviser ranked on the same thing: how often their calls pass every applicable check. Sign rate sits alongside it, so you can see who to clone, who to coach and who is a risk.
01The board
Ranked on fair-call score: the average share of applicable checks each adviser passes. First review, so movement arrows start from month two.
| # | Adviser | Calls | Fair-call score | Fees explained | Vulnerability handled | Pressure flags | Signed | Status |
|---|---|---|---|---|---|---|---|---|
| 1 | Adviser 02 | 13 | 7 / 7 | 2 / 2 | 0 | 54% | Clone | |
| 2 | Adviser 05 | 12 | 6 / 6 | 1 / 1 | 0 | 50% | Clone | |
| 3 | Adviser 01 | 13 | 5 / 6 | 1 / 1 | 0 | 46% | Clone | |
| 4 | Adviser 04 | 12 | 3 / 4 | 0 / 1 | 0 | 33% | Safe, slow | |
| 5 | Adviser 08 | 12 | 2 / 4 | 1 / 2 | 0 | 33% | Safe, slow | |
| 6 | Adviser 07 | 13 | 1 / 3 | 1 / 1 | 1 | 23% | Coach | |
| 7 | Adviser 03 | 13 | 2 / 5 | 0 / 1 | 2 | 38% | Coach | |
| 8 | Adviser 06 | 12 | 1 / 6 | 0 / 2 | 5 | 50% | Risk |
02Fair versus effective
Your highest sign rate is not always your best adviser. Adviser 06 signs as well as your top two, with five pressure flags and two vulnerable customers missed.
Clone theseHigh fair-call score and above-average sign rate. Their calls become the coaching library.
RiskSigning well by cutting corners. The calls a regulator would find first.
Safe, slowDoing it properly but leaving cases behind. Coach on the close, not the compliance.
CoachBelow on both. Start with one behaviour, then measure next month.
03One change per adviser this month
| Adviser | Focus | Listen to |
|---|---|---|
| 06 | Stop the "window closes" line. Slow down and check understanding when a customer mentions health or medication. | C-0417 · C-0388 |
| 03 | Explain the fee with an example before discussing what the claim could be worth. | C-0233 vs C-0151 |
| 07 | Fee explanation, then recap before sign-up. | C-0298 |
| 04 · 08 | Ask for the decision once everything has been explained. Both stop short of the close. | C-0122 · C-0364 |
About this sample. Twelve or thirteen calls per adviser is enough to start a conversation, not to judge anyone. At scale every call counts towards the board and trends show month on month. Illustrative only: the firm, advisers and figures are fictional.
COGNIFAI · ADVISER LEAGUE TABLEILLUSTRATIVE · NOT A REAL CLIENT