Insurance Agency Owners

Live transfers
are expensive.
You deserve
transparency.

For the first time ever, agency owners have complete transparency on live transfer calls. No more flying blind.

Live
Listen in on
any call
Every
Rep scored
every call
Zero
Blind spots
left
Agency owner dashboard
Agency Dashboard — Live
Questions You Can't Answer Right Now 3 Unknowns
Is it the leads or my reps? You're spending $50–$200 per transfer and you don't know where the breakdown is.
Unknown
Which rep is burning your money? Everyone blames the leads. Nobody admits they fumbled the call.
Unknown
Where did the call fall apart? The opener, the objection, or the close? You have no idea.
Unknown
Kolby answers all three. Live guidance on every call. Listen in any time. Every rep scored after every transfer.
Solved
Cost of one fumbled transfer
Lead cost + lost commission. Every single time.
2X
the loss
🎤
Kolby coaches them live in real time. Listen in on any live call.
Silent listen-in • Objection handling • Expert AI sales advice
New
The Black Box Problem

Once the transfer is handed off you are completely blind.

You spend the money. You get lead. Your rep picks up the phone. And from that moment -everything that happens is invisible to you. You have no idea if your rep is winning or losing. Is it the leads or is it the rep?

What You See vs What's Happening
Blind Spot
📞
Transfer lands on your rep's phone
Qualified prospect. Warm. Ready to talk. You paid for this.
●●● You lose visibility here
Rep fumbles
You don't know. They don't say.
Objection hits. Rep has no answer.
"Let me think about it." Rep says okay. Call ends.
Transfer lost. $150 gone.
Rep says the lead was bad. You have no way to prove otherwise.
01
You can't coach what you can't see

You know your reps need work. But without hearing the calls, you can't tell them what to fix. "Close better" isn't coaching. It's guessing. And guessing on live transfers is expensive.

Your cost → Wasted coaching & wasted leads
02
You don't know if it's the leads or the reps

Every rep blames the transfer quality. You have no data to agree or disagree. So you either switch providers and waste money, or keep the same reps and keep losing. Either way you lose.

Your cost → Wrong decisions, no accountability
03
The same mistakes happen on every call

Without post-call analysis, your reps make the same errors week after week. There is no feedback loop. No one is getting better. You are funding the same mistakes over and over.

Your cost → Compounding losses with no end
The Real Problem

Maybe you aren't losing money because your leads are bad. You are losing money because you have no visibility, no accountability, and no way to fix what you can't see. Kolby puts you inside every call without you having to be on every call.

$0
data on what's
happening right now

A Comprehensive AI
Sales Coaching System

Kolby sits on top of your CRM to maximize sales performance. Click through the sidebar to see exactly what it does for your performance.

Dashboard Live Call Outbound Call Your Call Summary Team Call Summary Call Summary Performance Power Dialer Outbound Campaigns Objection Wins Training Training Management Playbook Win Review Que Script Gaps Templates Knowledge Base Winning Responses Integrations Calendar Bookings

Your Game Plan

See your calls, your score, and your trend the second you log in. No more guessing where you stand.

Coached In Real Time

The AI listens to every word live and feeds you the exact line to say next. You never go into a call blind.

Dial With Context

Pick a script, pull the number, and Kolby briefs you on who's on the other end before you dial.

Every Call Scored

Full transcript, breakdown, and a score on every call — so you know exactly what worked and what didn't.

See The Whole Floor

Every rep's calls, ranked and scored, in one view. Managers stop guessing who's carrying the team.

Team Numbers, One Screen

Calls used, minutes, and average score across your whole team, tracked automatically.

Dial Faster, Not Harder

Load a list, hit go, and Kolby keeps you moving lead to lead without the dead air.

Run Campaigns At Scale

Book meetings across your whole team's calendars from a single admin view.

Turn Objections Into Data

Every objection your reps beat gets logged, scored, and turned into a repeatable win.

Practice Before You Dial

Run live simulated calls against an AI prospect and watch your score climb before it counts.

Set The Bar

Managers decide what training is required before a rep ever picks up the phone.

Steal What's Working

The exact lines your top closers use to win objections — ready to borrow on your next call.

Approve The Winning Line

When a rep goes off-script and wins, you approve it — and it goes straight into the AI's coaching.

Find Where The Script Breaks

See exactly where your current script is losing, before it costs you the deal.

Build Your Own Playbook

Create and edit call scripts by product, objection, and market — built around how you actually sell.

Arm The AI With Answers

Upload your docs and let Kolby answer product questions on the call, in real time.

Bank Every Win

Every response that closed an objection on a won call gets saved and reused automatically.

Plug Into What You Already Use

Connect your CRM and meeting platform so call data logs itself — no manual entry.

Book It Automatically

Positive calls turn into booked meetings on your calendar without you lifting a finger.

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What Kolby Does For Your Agency

Three things you
have never had
on a live transfer call.
Until now.

Kolby doesn't just help your reps close more. It gives you complete visibility, real-time control, and the data to make every decision with confidence - instead of guessing.

01
Live AI Guidance on Every Call
Your reps stop fumbling

The moment a transfer lands, Kolby is live on your rep's screen. Objection handling. They never have to guess what to say next.

Real-time rebuttal suggestions as objections surface
Product knowledge surfaced instantly
Soft close prompts woven throughout the call
Result → Reps close more on the same leads
02
🎤
Live Listen-In
You are never out of the loop

You can join any live transfer call silently, hear everything happening in real time, and interject with coaching - without the prospect knowing you're there.

Silent listen-in on any active call
Whisper coaching directly to your rep in real time
Prospect hears nothing - rep hears everything
Result → You save deals before they fall apart
03
📈
Post-Call Scoring Intelligence
Finally - the data to manage by

Every call graded. Every rep ranked. You know exactly who is performing and who is burning your transfer budget.

Full transcript and call grade after every transfer
Rep leaderboard with score trends over time
Exact moment the call was won or lost
Result → You manage facts, not feelings
Before Kolby
Flying blind. Every day.
No idea what happens on the call after transfer
Can't tell if it's the leads or the reps
Can't coach without hearing the calls
Same mistakes repeated every week
Transfer budget bleeding with no accountability
With Kolby
Inside every call. Every day.
Live AI guidance on every rep's screen the moment they answer
Listen in silently - coach your rep while the call is live
Every call transcribed, scored and graded
Exact data on which rep is performing and which isn't
Every transfer dollar working harder than it ever has

You are not buying a tool. You are buying the ability to finally know what is happening inside your agency's most expensive calls - and the power to fix it before another dollar walks out the door.

The Agency Scorecard

Wake up every morning knowing exactly who is performing.

Every rep. Every call. Every score. You have the data to know who is closing your transfers, who is fumbling them, and exactly what needs to change.

⚡ Kolby Intelligence - This Week
D. Walsh is failing on price objections on 68% of calls. Pull his transcripts and coach before next week's transfers.
M. Rivera's close rate went from 18% to 34% in 6 weeks. Share her call recordings with the rest of the team.
Final expense transfers closing at 31% agency-wide this month - your strongest product.
Agency Scorecard - This Month
6 Reps
Rep Scores
Call History
Objections
Trends
Agency Avg Score
79
Avg Close Rate
29%
Calls This Month
312
At Risk Reps
2
Rep
Calls
Close %
Trend
Score
Status
M. Rivera
84
34%
▲ +8%
92
Strong
T. Washington
71
31%
▲ +4%
86
Strong
A. Lopez
58
26%
▲ +2%
79
Strong
P. Johnson
63
21%
▼ -3%
66
At Risk
D. Walsh
49
14%
▼ -9%
51
Losing
🚨
D. Walsh has cost your agency an estimated $2,800 in lost transfers this month. Price objection handled incorrectly on 68% of calls. Listen in on next call or pull transcripts now.

You are no longer managing by feeling. You have the exact data to know who is earning their transfer budget and who is burning it. That conversation just got a lot easier to have.

No more
excuses.
Just data.
What Your Reps See On Every Call New - Listen In Feature

Your rep picks up
the transfer. Here's
exactly what happens next.

This is your rep's screen the moment they answer. Kolby is live - feeding them the right move in real time. Pick a scenario and watch it unfold.

Pick a scenario
Scenario 01 - Auto Insurance Transfer
"I already have State Farm. Been with them 12 years. I'm not switching."

This objection kills most reps before they even start. Watch Kolby guide your rep through it in real time - and see exactly where you'd step in as the owner if needed.

👁

What you see as the owner: Your rep's screen, Kolby's guidance, and the full call unfolding live. Blue bubbles are your whisper coaching - only your rep hears them. The prospect has no idea you're there.

You are listening silently - rep hears your coaching, prospect hears nothing
01
Kolby surfaces the rate play - long-term customers overpay. Your rep didn't have to think of it.
02
You interject once to tighten the close - rep delivers it flawlessly. Deal saved.
03
Call scores after - you see exactly what your rep did right and what still needs work.
Rep Screen - Kolby AI Active
Live
M. Rivera - Auto Insurance Transfer
Male · 44 yrs · Florida · Qualified · Inbound transfer
02:14
On call:
M. Rivera
You (Silent)
Ready
Scenario 02 - Final Expense Transfer
"I need to think about it. I don't want to be pressured into anything today."

The stall. Your rep freezes. Watch Kolby slow the call down and bring it back to the family - and watch you step in at exactly the right moment to seal it.

👁

What you see as the owner: You hear your rep starting to lose the call. You whisper the emotional reframe. Your rep delivers it word for word. This is a $150 transfer that would have walked out the door.

You are listening silently - rep hears your coaching, prospect hears nothing
01
Kolby validates the stall - never fights the emotion, always redirects to cost of waiting.
02
You whisper the family angle - rep lands it. Prospect stops stalling.
03
Without this system - this transfer was a loss. With it, it closes.
Rep Screen - Kolby AI Active
Live
T. Washington - Final Expense Transfer
Female · 67 yrs · Georgia · Qualified · Inbound transfer
03:51
On call:
T. Washington
You (Silent)
Ready
Scenario 03 - Life Insurance Transfer
"I'm only 32 and healthy. I don't need life insurance right now."

Your rep has no answer for this. Kolby flips the logic instantly - healthy is exactly when you buy. Watch how your rep handles it with Kolby feeding the play.

👁

What you see as the owner: Your rep is about to say "I understand" and move on. Kolby surfaces the rate comparison before they can fumble it. You watch your rep close a deal they would have lost six months ago.

You are listening silently - rep hears your coaching, prospect hears nothing
01
Kolby agrees they're healthy - then flips it. Healthy is the reason to buy now, not later.
02
Hard numbers land the close - $25 now vs $120 at 50. Prospect does the math.
03
This is what your transfer spend looks like when every rep has Kolby on the call.
Rep Screen - Kolby AI Active
Live
A. Lopez - Life Insurance Transfer
Male · 32 yrs · Texas · Qualified · Inbound transfer
01:44
On call:
A. Lopez
You (Silent)
Ready
Post-Call Analysis

Every call scored.
Every mistake caught.

The moment your rep ends a transfer, Kolby scores it. Full transcript. Performance grade. Exactly what they said that won - and exactly what cost them the deal.

Overall call grade across rapport, objections, product knowledge, and close timing.
What won the call - specific moments that moved the prospect forward.
What cost them the deal - exact timestamps where momentum died.
One coaching note - the single thing they fix on the next call.
👁

What this means for you: You wake up knowing exactly who closed, who didn't, and why. No more guessing. No more "the lead was bad." You have the transcript, the grade, and the moment it fell apart. That conversation just got easy.

Kolby AI - Post-Call Analysis
Complete
M. Rivera - Final Expense Transfer
Today · 9:42 AM · Duration: 7m 14s · Florida · Male, 63
✓ Closed
Your Rep
Rapport
A
Fast trust, strong open
Objections
B+
Recovered on price
Product Fit
A
Perfect coverage match
Close Timing
B
Asked 40 sec late
✓ Moments That Closed the Deal
Opened with the prospect's first name — built instant continuity from the qualifier.
Reframed price to "$1 a day" without hesitation. Prospect agreed immediately.
Tied coverage to the family — "your daughter won't have to worry." Prospect went quiet and said yes.
▼ Where Momentum Was Lost
At 4:22 — said "I think this would work" instead of asking directly. Lost 40 seconds.
Paused 8 seconds on medical exam question. Kolby had the answer on screen.
The moment that closed it
Prospect:"I just don't know if I can afford it right now."
M. Rivera:"Most of my clients felt the same way until they saw it's less than $1 a day. Can I show you the breakdown?"
Prospect:"...yeah. Let's see it."
🎯
One Thing to Do Better Next Call
When the prospect goes quiet after an emotional statement, ask for the close immediately. Silence means they're deciding. "Can I get you started today?" is all you need.
Run Your Numbers

What is one fumbled transfer actually costing you?

Put in your agency's numbers. See exactly what Kolby is worth to you - not in features, in dollars recovered from transfers your reps should have closed.

Reps buying live transfers
5

How many producers on your team receive live transfers?

120
Transfers per rep per week
20

Average weekly volume each rep receives

5100
Cost per transfer
$85

What you pay per live transfer

$45$200
Average commission per close
$400

What each closed transfer earns your agency

$100$3,000
Current agency close rate
18%

Across all reps on live transfers

5%40%
Where your agency is now
Total transfers per month (all reps) 400
Monthly transfer spend $34,000
Deals closed per month 72
Monthly commission earned $28,800
Transfers lost every month 328
With Kolby - +10% close rate across all reps
New agency close rate 28%
Additional closes per month +40
Additional monthly commission +$16,000
Additional annual revenue
Same reps. Same transfers.
Just a better close rate across the board.
+$192,000
per year
Kolby is $99/mo per rep. One extra close a week pays for the entire agency.

Kolby makes sure your reps close what you paid for - and gives you the visibility to fix it when they don't.

For Insurance Agency Owners

Stop funding calls
you can't see.

Live AI guidance on every rep's screen the moment they answer.
Silent listen-in on any live call
Every call scored. Every rep ranked. Every fumble documented.
Finally know if it's the leads or the reps - with data to prove it.
Works on every insurance product - auto, life, final expense, home.
GET INSIDE
EVERY CALL
🎤
⚡ New Feature
Live listen-in & whisper coaching. Sit silently on any call and coach your rep in real time - prospect hears nothing.

Your reps are on transfers right now.

You have no idea if they're closing or fumbling. That changes today.

Start getting ROI on every transfer

Get Started Today →

$99/mo per rep  ·  Cancel anytime  ·  Works on every insurance product