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
“KNOCKED OUR SOCKS OFF”
Director of Contact Center Operations, Leading U.S. Insurance Carrier
Increase in CSAT
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.
Here’s How Insurance 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
on G2 from 200+ 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.