Increase Sales. Handle Claims Faster.
Transform P&C Insurance Operations with Balto.
Property and casualty insurance is fast-paced, competitive, and complex. Whether your team is focused on selling policies or managing claims, Balto's real-time AI ensures they're prepared to deliver exceptional service, close more deals, and resolve issues faster—all while staying compliant.
Why Balto for Property & Casualty Insurance?
Drive Policy Sales.
Empower agents to convert more leads with real-time guidance on addressing objections, cross-selling opportunities, and personalizing policy recommendations.
Speed Up Claims Processing.
Claims handling is a critical touchpoint for customer loyalty. Balto equips your team with the tools to capture accurate details, navigate complex scenarios, and resolve claims efficiently.
Ensure Compliance and Accuracy.
Keep every conversation aligned with regulatory standards. Balto flags risky language in real time and ensures agents meet compliance requirements without breaking their flow.
Automate QA and Surface Insights.
Automate call scoring, spot coaching opportunities, and uncover trends faster. With Balto, you'll have the insights you need to continuously optimize performance.
We did a review with one of our agents, and she had been a consistently good agent but not a top sales performer. She was always mid to low in terms of closes. And so we brought Balto in and in that first year, after doing that, her conversion rate literally doubled, which was shocking because nothing else had changed.
How Balto Works for P&C Insurance Teams
Real-Time Guidance
Help agents personalize conversations and close more deals by identifying cross-sell and upsell opportunities on the fly.
Faster Claims Handling
Flag non-compliant language and ensure mandatory disclosures are met, protecting your business and reputation.
Compliance Monitoring
Guide agents through intake conversations with dynamic prompts to ensure accurate information capture and streamlined case resolution.
AI-Powered Insights
Flag non-compliant language and ensure mandatory disclosures are met, protecting your business and reputation.
P&C Insurance Success Stories with Balto
Office Hours: How Leading Insurers Use Balto to Sell Smarter
In this session, Account Executive Tyesen Larsen will show you how insurers are using Balto to keep sales moving, stay compliant, and support their agents. Real-time prompts, call summaries, and data-driven insights give your team the tools to win every call. Dynamic prompts, flexible Playbooks, and real-time coaching keep conversations natural while ensuring compliance on every call. Help your sales team focus on the sale–let Balto handle the rest.
Mylo Levels Up Remote Agents and Improves Sales With Balto
When COVID forced Mylo's insurance contact center to go remote, traditional floor-walking coaching broke down. With Balto's real-time guidance, Mylo cut its sales cycle from 8–9 weeks to 4, posted its best fiscal year ever, and stood up the Genesys integration in under an hour.
How Better Discovery Questions Led to 16% More Sales for National General
National General's sales reps were juggling printed checklists and sticky notes to remember discovery questions — and missing them under pressure. After swapping in Balto's Smart Checklist for real-time prompts, an A/B test showed reps using Balto closed 16% more sales in 14 weeks, translating to tens of millions in additional annual revenue.
Who We Serve
Balto is trusted by leading P&C insurance teams handling:
Auto, home, and renters insurance Commercial property and liability insurance Workers' compensation and specialty lines Customer retention and cross-selling Transform Sales and Claims with Balto.
For P&C insurers, every interaction matters—whether it's helping a customer find the perfect policy or navigating a critical claims process. With Balto, your team will drive sales, handle claims faster, and deliver better outcomes across the board.
Start with Balto today and redefine what's possible in P&C insurance.
See Balto in Action
Solve your customers' problems faster with industry-leading AI. No manual call scoring, no random listening, and no holds to look up information.
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Equip agents with answers to customer questions in real-time, instantly pulling information from your knowledge base.
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Coach your agents faster than ever. Balto identifies which agents need coaching, does your prep work, pulls coachable conversations, and takes you right to the coaching moments.
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Instantly view insights on the trends driving your business, ready for you out of the box.
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QA conversations faster than ever, so all that's left is verifying data entry and surfacing trends to leadership.