Live Transfer Calls, Meet Kolby. The #1 AI-Sales Coach.

At no cost to you, Kolby makes your LIVE Calls more valuable. Boost revenue. Increase retention.

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Kolby live-transfer calls preview

Why providers choose Kolby

Kolby is built-in AI coaching that runs during every live transfer call. It listens in real time and gives your clients on-screen guidance to help close more deals.

With Kolby you separate yourself from the pack and set a new standard. You’re the one delivering calls that close while improving their skills as a professional sales person. That makes your service more valuable, and harder to replace.

Breaking Alert

The AI wave is moving "faster" than your roadmap. The providers that wait will be left behind.

Don’t wait for the press release that says your competitors moved first.

“If you don’t have an AI strategy, you are going to be left behind.”
Jensen Huang NVIDIA CEO — widely reported remarks
“Every company is now an AI company. The only question is how fast you become one.”
Satya Nadella Microsoft CEO — public keynotes/interviews
“Adopt AI—and adopt it fast—or risk irrelevance.”
Eric Schmidt Former Google CEO — industry commentary

What these warnings mean for you

This isn’t motivation. It’s a timeline. Markets are compounding around teams who deploy AI into the middle of their workflows—today. Hesitation is a strategy too, but it defaults to losing.

  • Talent follows leverage. Top performers want the best tools; if you stall, they move to companies that didn’t.
  • Brand perception shifts. Buyers now expect AI-level responsiveness. If you don’t deliver it, someone else will.
Activate AI Now Talk to a human first

Kolby seamlessly fits into the call flow

Kolby activates in the middle of every live transfer — then attaches to the client's dashboard.

CCustomer
LPLead Provider
AIKolby
CLClient

Nothing changes for your team or the client.

Instead of dialing the client’s phone number, your reps dial the client’s unique Kolby ID#. That single change rings the client’s phone as normal, and instantly launches Kolby’s live coaching on client’s dashboard.

Pricing

  1. 1
    Each client gets a unique Kolby ID.
    You’ll see these in your provider list. The client doesn’t see or need this code—only that their phone rings.
  2. 2
    Your rep dials the unique Kolby ID.
    Feels exactly like dialing a normal number from the rep’s perspective.
  3. 3
    Kolby rings the client’s phone and joins.
    The client experiences a standard inbound call; no extra steps or apps.
  4. 4
    Live coaching appears on the agent dashboard.
    Objection handling, prompts, and note capture show in real time.

Zero code. Zero system swaps. Just dial the ID and Kolby does the rest.

Get Kolby IDs for my clients
Agent dashboard with live coaching
Client dashboard with live coaching.
Call event timeline & notes
Call timeline, notes, and score.

Retention That Pays

Clients don’t leave when their transfers perform. Kolby ensures your calls deliver measurable results.

Effortless Differentiation

No new systems, no downtime — Kolby runs silently in the background and makes your service stand out.

Stronger Partnerships

When you give clients more value per call, contracts grow stronger and renewals get easier.

Kolby turns your transfers into premium calls

Three outcomes providers care about most—margin, stickiness, and quality.

+$1
Projected margin per call•Premium add-on
  • Kolby adds value without adding cost.
  • Providers capture an extra dollar per call as upside.
  • Transparent, easy-to-package into marketing.
Projection assumes providers bundle Kolby into every transfer call.
+25%
Agency retention•Fewer churned buyers
  • Calls convert better, so agencies see ROI and stay longer.
  • Providers win renewals and bigger order volumes.
  • FOMO effect: buyers don’t want “plain” transfers anymore.
Estimate based on consistent Kolby adoption in bundled offers.
+30%
Perceived call quality•Stand-out factor
  • Agencies view calls as premium, not commodity.
  • Raises brand perception vs. competitors still selling “raw” leads.
  • Positions provider as innovator in the space.
Projection assumes Kolby is visible to agency partners on every transfer.

Provider outcomes with Kolby

Kolby helps live transfer producers increase margins, boost buyer trust, and prove call quality at scale.

Before Kolby
With Kolby
Pain we hear
What changes
☹️
Buyers complain about inconsistent quality, lowering confidence in your calls.
🙂
Kolby provides a consistent framework—every transfer is double-teamed and coached, boosting buyer trust.
Pain we hear
What changes
☹️
Margins get squeezed when calls are returned, disputed, or underperforming.
🙂
Kolby reduces returns with higher close-rates, making every call more valuable and profitable.
Pain we hear
What changes
☹️
Providers deliver the call, but once it ends, they have little visibility into what actually happened. Weak reps can waste good calls.
🙂
Kolby gives providers a clear post-call analysis. You and your clients can see exactly what went right, wrong, and where to improve driving higher performance and retention.

Kolby empowers providers to deliver premium, defensible live transfers that command higher payouts.

Features that increase closing, retention, sales, and your company's perceived value.

Pricing

In-Call Coaching

LIVE

Overview and next steps

Duration
08:15
Sales Temperature
Cold — customer focused on lowest rate and dismisses add-ons.
Preferred Tone
Professional / Clear
Next Best Action
Acknowledge desire for low rate; reframe risk of reducing liability coverage.
Key Objections
Wants quick solution and minimum coverage.
Value Drivers
  • Lowest possible premium
  • Simple, no-coverage options
  • Quick resolution
Urgency Factors
  • Recent premium increase
  • Wants decision today

Call Transcription

LIVE
  • Sales Rep

    Perfect. On teachers’ discount between that and home ownership, we can bring your premium down without skipping protection.

  • Sales Rep

    I see 100/300 liability and collision. We can keep protection while balancing affordability.

  • Customer

    I don’t want extras. Just give me the cheapest you can find.

  • Sales Rep

    Totally hear you on savings. Smart path is discounts like home + auto bundle so you save without exposing yourself to big out-of-pocket risk.

LIVE

Objection Handling

Latest AI responses to objections

  • Price
    I completely understand wanting to keep costs as low as possible, Steven. However, dropping liability limits and uninsured motorist coverage could leave you exposed to significant risks. Let me explore options that balance affordability with the protection you need.
  • Personal Situation
    Thanks for sharing that, Steven. As a teacher, your time matters— and I want to make sure your insurance works just as hard for you. Homeownership and your excellent credit can qualify you for discounts many people don’t realize they’re eligible for.
  • Price
    What sets us apart isn’t just the savings, it’s the value you receive for your premium. We tailor coverage so you’re not paying for things you don’t need—while still protecting you against risks that could cost far more down the line.
Sales professional on a call

After-call review features

After each call, Kolby reviews your client's strengths and weaknesses to prepare them for the next call.

SECTION 1 — 85 / 100

Needs Discovery

85

Strengths

  • Used customer’s name effectively in the greeting.
  • Established a warm and confident tone early in the call.
  • Acknowledged the customer’s busy schedule and desire for simplicity.

Issues

  • Could have asked a follow-up question to build more rapport.
  • Missed an opportunity to empathize with frustration about rising premiums.
SECTION 2 — 78 / 100

Product Presentation

78

Strengths

  • Framed value clearly with concrete examples.
  • Aligned features to stated priorities.

Issues

  • Too feature-heavy—trim to essentials.
  • Add a brief benefit recap before next step.
SECTION 3 — 91 / 100

Closing & Next Step

91

Strengths

  • Clear ask with time-boxed follow-up.
  • Confirmed decision criteria before proposing the close.

Issues

  • Missed chance to restate value vs. cost in final sentence.
SECTION 4 — 83 / 100

Upselling & Opportunity Recognition

83

Strengths

  • Spotted natural upsell opportunities during coverage discussion.
  • Positioned add-ons as logical extensions of the customer’s needs.
  • Created urgency by connecting upsells to cost-savings bundles.

Issues

  • Could have reframed upsells as “protection” instead of “extras.”
  • Missed chance to link the opportunity to customer’s long-term goals.
SECTION — 88 / 100

Objection Handling

88

Strengths

  • Defused price pushback with value reframes.
  • Matched tone to buyer’s energy; never defensive.
  • Used proof points and stories to rebuild confidence.

Issues

  • Could have confirmed the root objection before responding.
  • Missed a final check: “Does that address your concern?”
WEEKLY SUMMARY

Overall Performance

84

Strengths

  • Consistent discovery quality across calls.
  • Higher close rate on calls with next-step confirmation.

Issues

  • Drop-off during pricing—needs tighter value recap.
  • Inconsistent follow-up timelines after verbal yes.
FOCUS PLAN

Key Improvement Areas

3

Practice This Week

  • Ask one deeper follow-up on each pain point.
  • 30-sec benefit recap before any price talk.
  • End every call with a dated next step.

Watchouts

  • Avoid feature stacking—stay with the buyer’s priority.
  • Don’t skip confirming agreement after handling an objection.
LANGUAGE INSIGHTS

Message Distribution

Top

What Landed

  • “Protect your savings from one bad day.”
  • “Bundle: more coverage, less cost.”
  • “Here’s how we keep your choice flexible.”

Retire / Rework

  • Overly technical policy jargon without context.
  • “Trust me”—replace with data or a short story.

White-Label Options

Run Kolby under your brand or ours—your call. Here’s what you gain and how it works.

Your Brand, All the Credit

Deliver AI-enhanced live transfers with your name front and center. Clients experience higher close rates and tighter retention—while your brand earns the reputation for premium performance.

Premium Without the Overhead

Keep your stack simple. Kolby runs quietly in the background, fully branded as your solution, so you differentiate instantly—no new systems, no downtime, no extra lift on your team.

How White-Label Works

We activate Kolby under your brand: logo, colors, and naming. Calls run as usual, but with built-in AI coaching on the client side. Reporting and support remain with us; the credit remains with you.