A supervisor can review maybe twenty calls a week. A busy floor produces
thousands. Everything in between is a guess — and the call that costs you a buyer is
never the one somebody happened to pick.
◉
Every call, not a sample
A date range, a campaign, one agent or publisher — or paste a buyer's disputed
list and get an answer on all of it.
◎
Who said what
The transcript separates the speakers, so “the agent talked over the
customer” becomes a question that can be answered.
◆
A verdict, with reasons
Good or bad, no hedging — then the quotes and timestamps behind it. Enough to
coach from, or to argue a rejection with.
▣
Compliance, surfaced
Promises nobody can make, consent read wrong, answers coached. Pulled out and grouped
by source instead of buried in a recording nobody opens.
◉
How the call felt
The consumer's mood by the end and the agent's manner, judged separately — because
the calls that lose you money are usually a patient agent and a consumer who quietly gave
up. Named, not scored, and it tells you the moment it turned.
◫
Your scorecard, not ours
Paste in the standard your buyer already gave you. Set what gets rated and what the
answers may be, and every matching call is judged in their words. Added to our transfer
rubric, never replacing it.
☶
Everyone sees their own
Give an agent or a publisher their own login and they see only their calls, their scores
and their feedback. A scorecard nobody can look at does not change how anyone
sells.
◯
Nothing personal is ever stored
Social security numbers, card numbers and bank details are hashed out in real time as
the call is graded — before anything is written down. Nobody can look up what was
never kept. How that works →
▶
Your own numbers
Retreaver, TrackDrive or Ringba — connect it and the recordings pull themselves.
Nothing to upload unless the audio came from somewhere else.
What that takes →
●
Judged on your vertical
An SSDI call is screened on age, work credits and existing representation. An ACA call on
income, household size and whether they can enrol at all this month. Final expense on the
health questions a carrier will ask; a crash case on fault and the deadline in that state.
Not one rubric stretched over everything.
♦
Two agents, judged apart
On a transferred call the recording is the buyer’s side, so the agent you hear is
theirs. Your publisher is judged only on what a basic screening question would have
caught — and never on how the buyer’s agent handled it afterwards.
▣
English and Spanish
Both held to the same standard, including a call that moves between them. The verdict
comes back in English so one manager reads the whole floor, and anything quoted stays in
the words that were actually said.