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
Balto QA Copilot, your competitive edge in Quality Assurance
Build QA Scorecards
QA your way, powered by the best-in-class generative AI
With Balto QA Copilot, auto-score calls based on natural language criteria. Score how you want to score – no constraining limitations, templates, or technical expertise needed.
Review Agents’ QA Scores
Balto QA Copilot helps you avoid spot-checking and QA’s calls instantly
Balto QA Copilot is trained on customer data and custom criteria to support and empower your QA team so you can focus on improving conversations, not scoring them.
Coaching Opportunities
Personalized AI-generated coaching opportunities for your agents
Source valuable insights, foster continuous growth, and refine your coaching strategies by uncovering targeted coaching opportunities to your agents.
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 the best discovery questions and rebuttals — exactly when they need them
- 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
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
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 shows agents how they rank and incentivizes key metrics
“IN THE FIRST 3 MONTHS, BALTO HELPED SAVE $3.2M”
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
Managers Coach and Analyze Data in Real-Time
Quality Assurance Monitors Quality and Drives Improvement
98%
Accuracy
45days
No-Code Installation
4.8stars
on G2 from 400+ Reviews
SOC II
Compliant
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.