Scale the Perfect Insurance Sales Call

Help reps 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 for critical moments, allowing them to guide reps live on the call
  • Win Rate Analysis automatically scales quote-winning phrases to all reps

Get Efficient and Complete Claims Calls

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

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

Automatically QA 100% of Calls

Get complete, real-time coverage without staffing up, relying on manual scorecards or listening to call recordings.

  • Real-Time QA automatically scores 100% of calls with less than five minutes of setup
  • Scores View allows managers to quickly understand the root causes of low call quality
  • The QA Dashboard shows how your entire floor is doing, right now

Prevent Compliance Issues in the Moment

Whether it's FNOL compliance, HIPAA, or other guidelines - Balto keeps reps compliant live on the call.

  • Balto’s Smart Checklist enforces required statements word-for-word
  • Notifications alert reps for non-compliant behavior so they can adjust course immediately
  • Alerts notify managers for compliance issues, allowing instant intervention

"knocked our socks off"

Director of Contact Center Operations, Leading U.S. Insurance Carrier

35

%

More Quote Conversions

25

%

Increase in CSAT

90

sec

Faster Customer Service

Break Insurance Records in Just 45 Days

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

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Here's How Insurance 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 agents 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 Guidance
  • 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

98

%

Accuracy

45

days

No-Code Installation

4.7

stars

on G2 from 80+ Reviews

SOCII

Compliant

National General Sells More Policies in Less Time

After just the pilot, National General Insurance measures 16% more conversions and 53-second faster handle times for reps using Balto.

See What Our Customers Have to Say:

Scale Excellent Conversations with Balto

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