The trusted Dog that will help lead you to success
June 01, 2022

The trusted Dog that will help lead you to success

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Balto

To keep up on track with our presentation to our clients from start to finish. We follow the verbiage to keep track of where we are to go with the questions and what we need to find out to assist the customer in their enrollment. If we follow Balto we will also get a great score on the Q & A.
  • Lights up to let us know we are following the script.
  • Makes sure we are asking and gathering all the correct questions.
  • I like that we get confetti at the end to tell us we have done a good job.
  • If we jump over a bullet point it sometimes does not go back to an unlight question when we do.
  • If we get a transfer from a fellow agent it doesn't show the correct verbiage to use.
  • It takes a little too long to go from OB verbiage to IB verbiage.
  • It helps us with our Q & A scores
  • It helps us to keep ourselves on track to give the client what they need and what they want.
  • This question is above my pay scale.

Do you think Balto delivers good value for the price?

Not sure

Are you happy with Balto's feature set?

Yes

Did Balto live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Balto go as expected?

I wasn't involved with the implementation phase

Would you buy Balto again?

Yes

It is a great tool to stay on track and ask all pertinent questions to our clients to ensure that we are getting all the main points to assist them in their decision.