Every recorded call scored against your checklist.
Managers can listen to a handful of calls a week. The rest go unreviewed, and that is where the promises that get an agency in trouble are made. This scores every conversation against your checklist and shows you the moments that matter.
Watch a renewal call get scored and coached.
A call lands in the queue and transcribes. It is scored against a six-item renewal checklist, one line gets flagged with the rule it broke, and a coaching note is sent to the manager's next one-on-one.
- MTAngela NwosuCALL-30912Claim status · 4:18 · Mike T.96
- JRBrian KowalskiSMS-1184ID card request · 9 msgs · Jess R.91
- DKRosa DelgadoCALL-30914New auto quote · 11:05 · Dana K.Queued
- Recording disclosure given
- Identity verified before policy details
- Coverage answered from the policy text
- No guarantee or absolute language
- Premium change explained with a reason
- Next step and callback set
Every call, the same checklist.
The checklist is yours. The AI applies it to every recorded call and message thread, and a person decides what to do with the result.
Every conversation
Calls, texts, and chat threads are transcribed and scored the same day. Nothing waits for someone to find time to listen.
Your checklist, applied
Disclosures, required questions, prohibited phrases, tone. The rubric is written with you and applied the same way every time.
The moment, quoted
A flag shows the exact line, the timestamp, and the rule. A manager reads it in ten seconds instead of scrubbing a recording.
Coaching, not just scoring
Each flag comes with a plain-English note the rep can act on. Patterns roll up by rep and by rule so training goes where it is needed.
Start with one week of calls.
Send us your call recordings and your checklist. We score one week of calls with you and tune the rubric before anything goes to a rep.