Excellent Sales and Claims Calls at Scale

Balto shows reps how to win quotes, process claims efficiently and deliver an excellent experience – in real-time.

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 to 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 when they’re talking too quickly to be understood
  • Managers can set alerts triggered by compliance issues, allowing instant intervention


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

More Conversions

Increase in CSAT

Faster Handle Time

“Balto had the best onboarding process I’ve ever seen. You guys have helped us take a 4 week onboarding process down to a 1 week process. It’s vital to our business. I will never onboard another hire without Balto.”

Jonathan Weaver, Bankruptcy Lawyer,
Allmand Law

Break Insurance Records in Just 45 Days

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

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 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 400+ Reviews



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.

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