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
More Quote Conversions
Increase in CSAT
Faster Customer Service
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
on G2 from 160+ Reviews
See What Our Customers Have to Say:
"Balto gives us consistency. And now everyone is saying the most important things on their calls."
President, CB USA
"Our agents have an extra set of ears and are always provided the appropriate response. Balto doesn't get tired."
Director of AI, National General Insurance
"Balto is call center magic!"
CRO, Advantage Communications
"Balto has improved my employees' performance more than I could’ve imagined."
"Whenever we make changes, every agent has that on screen immediately."
Sales Development Manager, American Homes 4 Rent
"It’s like having a manager at the agents’ desks at all times"
Contact Center Manager
"When you're drowning in a call Balto is your life raft."
"It takes away the anxiety from a call."
Collections Team Lead, CB USA
"I love Balto, it's my best friend!"