Better Conversions Without Sacrificing Compliance

Balto helps agents avoid costly call mistakes and gives managers 100% insight into every call — whether in-house, remote, or downline.

Prevent Compliance Issues in the Moment

Whether it’s Medicare compliance, HIPAA, or provider requirements, Balto keeps agents compliant without risking sales or lead sources.

  • Balto’s Smart Checklist enforces required compliance statements word-for-word on every call.
  • Managers can set alerts triggered by compliance issues, allowing instant intervention.
  • Dynamic Prompts automatically provide agents with answers to unexpected or complex questions — no need for dense knowledge bases.

Get Complete Insight Into Every Single Call

Balto Cloud is your central hub for call insights, no matter where your agents are: in-house, remote, or downline.

  • See which agents are on calls and live listen at the push of a button with Command Center.
  • Balto’s Call Explorer puts call recordings and transcripts in one place. Set custom filters how you want them and examine calls for compliance, consistency, and conversions.
  • Use BaltoGPT to surface anything you want to know. Ask anything in plain language and take immediate action.

QA Your Way With Generative AI

Score how you want to score with Balto QA Copilot – no constraining limitations, templates, or technical expertise needed.

  • Set up your scorecards with natural language — including multi-requirement calls for complex compliance needs.
  • Auto start Screen Recording for all agents while still leaving out sensitive prospect information.
  • Whether improving your compliance or sales, use QA Copilot to generate personalized coaching strategies for every agent.


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

More Conversions

Increase in CSAT

Faster Customer Service

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.




No-Code Installation


on G2 from 400+ Reviews