In this session, Account Executive Tyesen Larsen showed attendees how insurers use 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.
Speaker
Tyesen Larsen
Account Executive
Missed us? Here’s a summary:
Balto is the AI solution for P&C insurers, agents, and claims teams specializing in:
- Auto, home, and renters insurance
- Commercial property and liability insurance
- Workers’ compensation and specialty lines
- Customer retention and cross-selling
Property and casualty insurance is fast-paced, competitive, and complex. Whether your team is focused on selling policies, Balto’s real-time AI ensures they’re prepared to close more deals—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.
- 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.
How Balto works for insurance teams
- Real-Time Guidance: Help agents personalize conversations and close more deals by identifying cross-sell and upsell opportunities on the fly.
- Compliance Monitoring: Flag non-compliant language and ensure mandatory disclosures are met, protecting your business and reputation.
- Customer service: Guide agents through sales calls with dynamic prompts to ensure accurate information capture and streamlined sales.
- AI-Powered Insights: Flag non-compliant language and ensure mandatory disclosures are met, protecting your business and reputation.
