Every transfer.
Every product.
Always ready.
The moment a live transfer hits your line, Kolby is already on your screen. The right questions. The right answers. The right close - for every insurance product, every time.
product
transfer
& reviewed
Join the wave of agents
dominating live transfers
with Kolby.
Every week more sales professionals are joining Kolby AI and never going back. Their close rates are up. It pays for itself. They stop losing deals they should win.
Built for live transfers
Everything you need
in one system.
From the moment the call hits your number to the grade you get when it ends - this is a complete AI coaching system designed to make you perform better.
Give your transfer company one number. The moment a call lands, Kolby is live on your screen - objection handling, close guidance. Prospects talk to a sales professionals who is great at selling value.
Every transfer graded. Every pattern identified. What you said that won the deal. What you said that lost it. Most agents make the same mistakes for years. You will never make one twice.
Upload every product you sell. Every carrier. Every rate sheet. Every objection you have ever heard. Kolby learns it overnight and surfaces exactly what you need the moment a transfer lands - regardless of the product.
Build your perfect teammate with context. Give Kolby specifics about your product, discounts, compliances, bundles and more. Kolby combines it with intelligence in real time.
- Real-time guidance (Balto)$100+/mo
- Transcription (Gong Foundation)$108–$133/mo
- Training platform (SalesHood)$45–$70/mo
- VoIP / Dialing (Dialpad)$15–$45/mo
- Post-call analytics (Gong bundle)$200–$250/mo
- Sales coaches$300–$1,000+/session
- Sales books$15–$30 each
- Online courses$500–$2,000
- Seminars & workshops$500–$3,000+
Kolby costs a fraction of the old-school way — and it's with you 24/7, yielding better results.
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.
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.
A poor performance doesn't cost you once.
It costs you twice.
Every live transfer you don't close is a double loss.
Live transfers aren't cheap. Depending on the product - agents are paying $45 to $200+ per transfer. That money is gone the moment you pick up the phone. Whether you close or not.
The prospect was qualified. They were warm. They were expecting to buy. The commission you lost can range from a few hundred to several thousand dollars - depending on the product and the policy.
A missed transfer isn't just a lost sale. It's the cost of the lead plus the commission you should have made. Every single time you don't close, you're paying for the privilege of losing.
The average agent closes 12% to 20% of their live transfers. Top performers close 25% to 35%. That gap is worth more than most agents make in a month. Kolby is designed to close that gap.
Sometimes it's the lead. Most times, it's what happens on the call.
The prospect was qualified. They were ready to talk. Here is what gets in the way - and exactly where Kolby steps in.
Insurance agents sell across multiple products - No one has every product memorized perfectly. Kolby is your knowledge base, live on the call.
“Let me think about it.” “I need to talk to my spouse.” “I'm not sure right now.” Every closer hears these. Top closers have the rebuttal ready before the prospect finishes the sentence. Kolby makes sure you always do too.
Fumbling through rate sheets. Navigating a CRM mid-call. Pausing to look something up. Every second of silence costs you the deal. Kolby keeps the conversation moving so you never lose the prospect to dead air.
increase with Kolby
to make more money
working for you
The top closers in your market are not smarter than you. They have just had more reps, more coaching, and more feedback. Kolby gives you all three - on every call, from day one. The gap closes the moment you pick up the phone.
The transfer lands.
Kolby is already listening.
The moment your Kolby Number rings, your screen comes alive.
The provider dials your number. Your phone rings. The prospect is already on the line - and so is Kolby. No delays.
Your screen activates instantly.
This is where the gap closes →Every objection flagged. Every next step surfaced. Kolby listens and feeds you the right move - before the moment passes.
Full transcript. Performance score. Exactly what you did right and exactly what cost you the deal - so the next transfer goes even better.
The objection hits.
Kolby already has
the answer.
Pick a scenario your prospects throw at you every day. Watch Kolby guide you through it in real time -the right move, the right words, right when you need them.
Loyalty objections feel solid but they're almost always based on assumption. Kolby doesn't fight the loyalty - it creates curiosity about the number. One question is all it takes.
The stall on final expense is almost always fear, not indecision. Kolby slows the call down, validates the emotion, and brings it back to the one thing that matters — the family left behind.
A common misconception that kills deals before they start. Kolby corrects the confusion calmly, educates without condescending, and shows them exactly how simple the switch actually is.
The most expensive objection in life insurance. Kolby flips the logic — healthy is exactly when you buy, not when you wait. The rate they get today is the rate they lock in for life.
You bring the voice.
Kolby brings the intelligence.
Kolby helps you shift your focus from making a sale to solving the caller's problem - on every single live transfer.
and more like a trusted advisor they already trust.