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See the floor. Trust the numbers.

Every call live, every sale counted from the call itself, and every policy in one CRM, whatever campaign it came from.

  • Listen, whisper, barge on any live call
  • AP boards by agent, carrier, product and state
  • Roles for owners, team leads and agents
  • Daily and weekly emails a floor check and agent scorecards
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Owner viewSample data

Live floor

  • Marcus · On call 04:12ListenWhisperBarge
  • Tanya · On call 01:47
  • Andre · Ready
  • Kim · Wrap-up

This week · AP written

  • Marcus$18,940
  • Tanya$15,210
  • Andre$10,480

Running the floor

Everything a floor needs, from one login.

Live floor

Step into any call.

See who is on a call, ready or wrapping up. Listen to any live call, whisper to the agent without the customer hearing, or barge in, with the live transcript beside you.

  • Listen, whisper or barge
  • Every recording and transcript, for training and quality
  • Agent stats for team leads

Marcus · On call 04:12

Agent And roughly what amount were you thinking?

Caller Fifteen thousand would cover it.

ListenWhisperBarge

Numbers you can trust

Sales counted from the call.

The sale form fills itself from the conversation, and sale detection finds the sales nobody recorded. The boards show AP by week, agent, carrier, product and state.

AP by carrier · this week

  • Americo$21,300
  • MoO$14,820
  • Corebridge$8,510

Roles

Everyone sees what they need.

Owners and admins see the whole floor and the money. Team leads coach their agents. Agents get their desk, their book and their follow-ups.

Owner / AdminLive floor · AP by agent, carrier and state · commissions
Team leadListen, whisper, barge · agent stats
AgentDesk · my book · my follow-ups

One CRM

Every policy in one book.

Whatever campaign a sale came from, it lands in the same Book of Business, with tasks that write themselves: confirm a detected sale, the first draft, a client’s birthday.

ClientCarrierStatusTask
Dolores M.AmericoPendingConfirm detected sale
Harold B.Mutual of OmahaIssuedFirst draft Oct 15
June R.CorebridgeIssuedBirthday Fri

Also for owners

The rest of the back office.

  • Commission profilesA profile for each agent, so the Waterfall ranks by what they earn.
  • Scripts that improve from the floorWhen an agent’s script runs out, their request for a step lands in your editor.
  • Daily and weekly emailsA floor check for you, a to-do list and scorecard for each agent.
  • Licensed states per agentSet at the agency, overridden by the agent. Nobody gets a call they can’t write.
  • One credit balanceInbound and transfer calls from one account and one set of billing rules.
  • Compliance on by defaultDNC, calling hours and recordings run before every dial. How each rule works.

Offers

Calls for your floor, three ways.

Supercharged outboundYour dials, your leads, your callbacks Inbound callsEvery channel, only the good calls Warm transfersOnly pay for real conversations

Questions

Can my team leads listen in on calls?

Yes. Team leads can listen, whisper or barge on any live call, with the live transcript beside it.

How are sales counted?

From the call itself. The sale form fills from the conversation, and sale detection finds sales in the transcript that nobody recorded, so the boards don’t depend on agents remembering.

Who sees what?

Owners and admins see the whole floor, AP and commissions. Team leads see their agents’ calls and stats. Agents see their desk, their book and their follow-ups.

Can I bring my existing book of business?

Yes. The AI spreadsheet import matches your columns to ours.

See your floor on it.

Bring your cost per sale and close rate. We’ll walk through the numbers for your floor.

Book a demo See pricing