Case Study: Largest Health Insurance Company achieves a 132% higher close rate with Balto

How Balto is Changing Insurance Conversations

Largest Health Insurance Company wanted to see how Balto would affect agent performance, specifically close rates. Over a one-month A/B study with 90 agents (45 using Balto and 45 not), the insurer measured quote and close rates to test Balto’s impact.

Balto’s real-time guidance was deployed on agent calls, and results were dramatic: Balto users achieved a 71% higher quote rate and a 132% higher close rate than non-users, while new hires using Balto showed a 47x higher close rate versus new hires without it. The company shortened ramp time and expanded rollout, now using Balto across hundreds of agents to boost conversions.