The member who saw a fee and called.
Training for member service, personal bankers and policy service teams, built from your own website, product sheets and service policies. Your people practice with AI callers and every answer is graded with an explanation.
Set up is free and takes as long as you need. Your 10-day trial starts the day you publish your team’s training.Have questions? Ask Melissa, our onboarding concierge (AI), or email Anthony, our founder.
The conversations your team has.
- A long-time member calls about an overdraft fee and says they will move their accounts.
- A caller is comparing your rate with an online bank and wants to hear why they should stay.
- A policyholder’s premium went up at renewal and they want to know why.
Training for the next generation.
Training doesn’t have to be boring. Built from your own materials in minutes.
Everyone a member can reach.
Member and customer service
The fee, the dispute and the account at risk.
Personal bankers
The conversation that finds what the customer actually needs.
Call centers
The same answer from every person on every shift.
Insurance and policy service
The renewal, the claim question and the coverage review.
Rockbeach Training is a training tool, not a place for account records. Send your website, product sheets and service policies, and leave customer account information out. You approve every lesson and every caller before anyone on your team sees them.
From your website to their first practice call.
A new team’s first course is typically built in about 20 minutes after sign-up.
Send what you use
Your website, plus any manual, policies or price sheets.
Melissa asks
A few quick questions. Melissa is an AI concierge: anything she can’t confirm comes back to you.
We build it
Short lessons, a quick reference and AI callers who sound like your members.
You approve, they practice
Every answer graded with an explanation. You see who practiced and where your team is strong.
Straight answers.
What do we send?
Your website is enough to start. Add your manual, policies, price sheets or surveys if you have them. Anything we can’t confirm comes back to you as a question.
Will it make things up?
It is built to use only your material. Anything it can’t trace to your material comes back to you as a question, and when two of your documents disagree, we ask you which one is right.
What are the practice conversations?
AI callers play your members and policyholders: the one upset about a fee, the rate shopper, the one whose premium went up. Your people answer, and every answer is graded with an explanation.
Who sees it before our team does?
You do. You approve every page before anyone on your team sees it.
How long does it take to build our course?
A new team’s first course is typically built in about 20 minutes after sign-up.
Setup is free.
Set up is free and takes as long as you need. Your 10-day trial starts the day you publish your team’s training. After the trial, the organization plan is $5,000 a year, or $650 a month, with 5 seats included. More seats are $19.99 a month each. Lock $5,000 a year before January 1. Founding organizations on the annual plan renew once at $5,000 a year; from January 1 the platform is $9,000 a year or $975 a month.
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