Case Study: Tate and Kirlin Associates achieves 15% increase in monthly collections and 95% compliance with Balto

Tate and Kirlin Associates - Customer Case Study

Tate and Kirlin Associates, a national accounts receivable management firm, faced a critical compliance challenge: collectors were drifting from required scripts as they gained experience, driving down compliance scores and raising legal fees. To ensure specific language was used on every call, Tate and Kirlin turned to Balto’s scripting and real-time call guidance to enforce consistent, compliant conversations.

Balto implemented its AI-driven scripting prompts—accurate above 99% and effective with accents—trained on Tate and Kirlin’s required verbiage and client-specific notes. The result: collector compliance rose to above 95%, legal fees dropped, monthly collections increased 15% (with some clients seeing average payments jump from $86 to $331), and 100% of collectors now use Balto.

Tate and Kirlin Associates

Bob Dougherty

VP of Operations