← Cooper AI
Cooper AI role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
An AI coworker that does insurance brokers' repetitive paperwork, like filling forms and re-typing client info into carrier sites.
Who you'd be calling
Owners, agency principals, operations or account management leaders at mid-sized insurance brokerages
Your opener
“Hi [Name], this is [You] from Cooper. I know I'm calling out of the blue. Do you have 30 seconds to hear why brokerages call us about the hours their team loses re-typing the same client info into carrier sites?”
Problems you solve for them
- Staff re-type the same client info into many carrier websites
- Comparing quotes from different carriers by hand takes hours
- Brokers spend more time on forms than on advising clients
Discovery questions to ask
- When your team gets a new client, how do you get their info into each carrier's system today?
- How many hours a week would you guess your account managers spend on forms and quote comparisons?
- If that paperwork time dropped, what would your team do with it instead?
Objections they'll throw at you
“I'm busy right now.”
→ Totally get it, I'll be quick. Is the paperwork load on your team something you'd want to fix this quarter, or is a better time to call you next week?
“We're not interested.”
→ Fair enough, I'm not sure it's a fit yet either. Can I ask what part of your day-to-day takes the most manual work, so I know if I should even follow up?
“We already use an agency management system.”
→ That makes sense, and Cooper works inside the tools your team already uses rather than replacing them. Where does work still end up being done by hand after that system?
“Just send me an email.”
→ Happy to. So I send you something useful, what's the one paperwork task you'd most like to get rid of?
Interview tips for this company
- Learn the basic broker workflow: client application, carrier submission, quote comparison, then placing the policy. Use those words in your answers.
- Practice saying 'AI coworker' simply. Explain it as software that does the boring copy-paste work so people can advise clients.
Written from public information about Cooper AI to help you practice. Ask an insider what their role play looked like; it's the best prep there is.