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Call Analysis

Review customer calls against the standards your team uses. Call Analysis brings together transcripts, scorecard evaluations, and reports to help managers decide where to focus coaching.

Your standards.
In the conversation.

The call Your scorecard A starting point for coaching
Concept illustration. Not a product screen.

From a call to a coaching conversation

Review an individual call against your scorecard, then look at trends by rep over time. Shareable reports give managers and reps a way to discuss where performance is meeting expectations and what needs attention.

Built around team standards

The product began with insurance agencies evaluating calls against their own scorecards. If your team reviews calls in a similar way, we can discuss how your criteria and review process would fit.

Where it stands

Call Analysis was developed within an operating business and is already used by its clients, without a separate product charge.

To discuss access for your team, tell us how you review calls today and what you'd like to get from the analysis.

Would this fit
your team?

In use. Contact us to discuss access.

Ask about Call Analysis