The gap between quoted and bound is where an agency's growth actually lives, and it opens or closes on the phone. Voxjar scores 100% of producer and service calls against your own standards for discovery, closing, disclosures, cross-sell, and saves, so you can coach the gap shut instead of guessing at it.
Self-serve setup, no demo required. Upload a producer call and see it scored in minutes.
An agency's phone carries three kinds of money at once. There's new business: the inbound shopper a producer either qualifies and closes or quotes and forgets. There's the book you already have: the renewal call, the billing question, the cancellation request where a CSR either attempts a save or just processes the paperwork. And there's the compliance layer underneath all of it, where a skipped disclosure or a coverage explained wrong doesn't cost you today, it costs you at claim time.
The standard review model, an owner or sales manager listening to a couple of calls per producer per month, usually calls the producers picked themselves, can't see any of this. It shows you best behavior, not typical behavior. The producer who quotes beautifully and never asks for the bind looks identical on the production report to the one who asks every time; the difference only exists in conversations nobody is listening to.
Voxjar listens to all of them. Every call is transcribed and scored against the sales and compliance standards your agency defines, every score carries the AI's reasoning and the transcript moment behind it, and the calls that deserve a human ear, the near-bind, the missed disclosure, the cancellation with no save attempt, surface on their own.
A starting point drawn from how agencies actually run QA. Edit, weight, or replace any criterion; Voxjar applies your version to every producer, every CSR, every call.
| Criterion | Why it's on the card |
|---|---|
| Needs discovery completed before quoting | A quote built on guesses gets shopped; a quote built on discovery gets bound |
| Coverage explained accurately | Misexplained coverage is tomorrow's claim dispute and E&O exposure |
| Required disclosures and consent language present | Verified on every call, not sampled, so disclosure presence is documented conversation by conversation |
| Asked for the bind | The most common reason quotes don't close is that nobody asked |
| Quote follow-up scheduled | Voxjar flags whether a follow-up was committed to on the call; your workflow holds the follow-through |
| Cross-sell or bundle offered when relevant | The auto caller with a home and no umbrella is revenue already on the phone |
| Save attempted on cancellation calls | Retention starts with someone actually asking the client to stay |
Run one of your own quote calls through the free evaluation and watch the card fill in.
See exactly where quote conversations break down, by producer and by step: discovery skipped, objection unanswered, bind never requested, follow-up never scheduled. The fix stops being a hunch.
One-on-ones start from objective scores with glass-box reasoning attached, and unlimited users means every producer and CSR sees their own numbers between sessions. Calibration and dispute workflows keep the scores trusted.
Disclosures and consent language are verified on every call, and calls are scored in batches right after they end, so a flagged miss can push a Slack alert or CRM task through universal webhooks the same day, not at renewal.
Works for captive and independent agencies, single office or multi-location, producers and CSRs on the same platform with separate scorecards.
"The data doesn't lie. Now I can lean back on the data and say, 'Look, you're not closing because you're not asking for the sale.' It's transformed how we coach our team and hold everyone accountable."
Martin Amador
Agency Owner, Allstate Agency
Martin's Colorado agency grew from a couple of employees to a staff of nearly twenty across two locations. With Voxjar they moved from self-selected spot-checks to 100% call coverage and avoided over $2,000 a month in dedicated QA hiring.
Read the full Allstate agency storyYes, and that's usually the first thing agency owners look at. You define what closing behavior means at your agency: asking for the sale, handling the price objection, committing to a follow-up. Voxjar checks every producer call against those criteria and shows you, per producer, where the quote conversation stalls, with the transcript moment attached to each score.
Disclosures become scorecard criteria like anything else. You spell out the exact language or elements that must appear on a sales, renewal, or service call, and Voxjar verifies them on every conversation instead of a sample. When something is missing, the call gets flagged and the score explains what was absent, giving you scored, documented evidence of disclosure presence on every call.
Both. Many agencies run separate scorecards: one for producer sales calls, one for CSR service calls, one for cancellation and renewal conversations. A CSR who resolves a billing question without mentioning the umbrella gap, or who processes a cancellation without a single save attempt, shows up just as clearly as a producer who never asked for the bind.
With transparency. Every Voxjar score shows the AI's reasoning and the exact transcript moment behind it, and human review, calibration, and dispute workflows are built in. Producers can challenge a score and a manager can overrule it. In practice teams come around quickly, because the evidence is right there and the same standard applies to everyone.
No. Every plan includes unlimited users, so producers, CSRs, team leads, and owners across every location can all log in and see their own scores at no extra cost. Pricing is published, starts at $99/month, and scales with the volume of calls you analyze, not headcount. There's no setup fee and a free tier to start on.
Voxjar connects to common telephony and CRM platforms and accepts recordings through universal webhooks and an open API, so if your phone system produces a recording, Voxjar can score it. Setup is self-serve: create an account, connect your recordings, build a scorecard, and see scored calls the same day.
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