Case Study: National General boosts sales with Balto

National General boosts sales by 16% with Balto

National General, a major insurance company, faced a challenge in ensuring sales reps consistently asked critical discovery questions on customer calls. Reps relied on inefficient printed checklists and notes, which hindered performance. They sought a real-time tool to guide agents and allow managers to easily update questions at scale, turning to vendor Balto for a solution.

Balto implemented its Real-Time Guidance with Smart Checklist feature. This provided reps with live prompts to ask the best discovery questions on every call. After a 14-week A/B test, the group using Balto’s solution closed 16% more sales. Scaled across all reps, this performance increase translated to tens of millions in additional annual revenue for National General.

National General