Empower Agents to Win More Quotes

Balto shows agents how to avoid mistakes, win quotes, process claims efficiently, and deliver an excellent experience — in real time.

Have the Best Open Enrollment Ever

Ensure agents deliver an excellent sales process on every call, in real time.

  • Balto’s Dynamic Prompts show reps discovery questions, up/cross-sell options and closing tactics live on the call
  • Real-Time Coaching instantly alerts managers to critical moments, allowing them to guide agents live and save calls
  • Win Rate Analysis automatically scales quote-winning phrases to all reps

Enjoy Efficient and Complete Claims Calls

When agents always collect the right information for any type of claim, handle times shrink and claims delays disappear.

  • Smart Checklists guide agents through information collection for any type of claim, live on the call
  • Dynamic Prompts automatically provide agents with answers to complex or uncommon claims questions

Improve Patient Satisfaction

We give your agents instant access to the information they need, decreasing holds and wait times and leading to better customer experiences.

  • Smart Checklists keep conversations on track and help agents handle more calls — even the toughest ones
  • Real-Time QA automatically scores 100% of calls and helps managers identify the root cause of poor call outcomes
Balto Real-Time Guidance Dashboard and Script
Balto Real-Time Guidance Checklist and Notifications for Quality Assurance

Prevent Compliance Issues in the Moment

SEC, FDIC, TRID. Don’t fret over federal disclosures and state guidelines — Balto keeps agents compliant live on the call.

  • Balto’s Smart Checklist enforces required statements word-for-word
  • Notifications alert reps when they’re talking too quickly to be understood
  • Managers can set alerts triggered by compliance issues, allowing instant intervention

Train and Onboard Faster

Balto gives your agents the confidence and knowledge they need to be successful from day one. 

  • Ramp new agents faster, and make all agents better with every call they make
  • Put objection responses and the most effective call scripts at your agents’ fingertips, in real time
  • Leaderboard show agents how they rank and incentivizes key metrics


Contact Center Technology Leader, Leading Flooring Company

More Conversions

Faster Ramp Time

Higher Close Rate Among New Hires

Set New Healthcare Policy Records with Balto

See immediate results with lightning-fast installation and onboarding. Scale perfect conversations with Real-Time Guidance.

Here’s How Teams Use Balto

Reps Get Guidance on the Side of Their Screen

  • The Smart Checklist shows reps key talking points
  • Dynamic Prompts show reps phrases and questions when they need them most
  • Notifications discourage bad habits
  • Live Chat lets reps chat with managers to get immediate guidance for critical calls

Managers Coach and Analyze Data in Real-Time

  • Scale ideal conversations to all reps with Balto’s Playbook Designer
  • Set up alerts for key moments on calls and coach via Live Chat with Real-Time Coaching
  • Dig into real-time data with Reporting and QA Scores

Quality Assurance Monitors Quality and Drives Improvement

  • Set up scorecards and weighted criteria with Real-Time QA
  • Identify what’s driving low or high scores with Real-Time Scores
  • Measure long-term quality trends and coaching effectiveness with Reports




No-Code Installation


on G2 from 350+ Reviews



After One Month: 26.1% More Saves

In a one-month long test, this Balto customer walked away with more appointments on the books and millions in saved sales.

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