SalesRiver Launches AI-Powered QA Platform Built for Insurance Agencies

🚀 A New Era of QA and Call Intelligence Starts Today

SalesRiver is proud to announce the launch of SalesRiver AI, a powerful, standalone quality assurance (QA) and performance analytics tool purpose-built for insurance agencies.

Designed to automate the entire QA process—from transcribing calls to scoring agents and detecting compliance issues—SalesRiver AI gives agencies real-time visibility into sales performance, agent behavior, and marketing ROI.

It’s available today with no contracts, no minimums, and your first 1,000 minutes free.

Whether you're a small independent agency or a national FMO, SalesRiver AI delivers the kind of insight that used to be reserved for enterprise call centers—at a fraction of the cost and complexity.

🧠 Why SalesRiver AI?

In today’s market, most agencies can only QA a small percentage of their calls. Manual review is slow, inconsistent, and expensive. That means missed coaching opportunities, hidden compliance risks, and underperforming campaigns that go unnoticed.

SalesRiver AI changes that.

By analyzing every call with advanced speech recognition and insurance-specific intelligence, agencies can now:

• Score every agent

• Flag every compliance issue

• Track every conversion

• Know which campaigns are actually working

It's faster, smarter, and dramatically more cost-effective than traditional QA teams.

🔍 What It Does: Everything You Need to Analyze, Improve, and Scale

SalesRiver AI is a complete QA and performance engine designed specifically for insurance sales teams. It goes beyond transcription to give you real-time intelligence that improves agent performance, increases conversions, and protects your business from compliance risk. Here's what it delivers:

✅ AI-Driven Call Analysis

Every call is automatically transcribed and analyzed using a proprietary large language model trained on insurance-specific data. Key capabilities include:

• Call Transcription
  Converts every conversation into accurate, searchable text—no more missed details or manually reviewing hours of audio.

• Disposition Detection
  Identifies the true outcome of each call: Sale, Opportunity, No Sale, or Do Not Call (DNC)—giving you real conversion data, not just self-reported outcomes.

• Agent Scoring
  Each agent is scored across 8 performance categories such as compliance, objection handling, product knowledge, and rapport-building. Scores are presented on a 100-point scale for easy benchmarking.

• Agent Coaching
  SalesRiver AI doesn’t just tell you the score—it tells you why. Coaching tips are automatically generated for each category to help agents improve call by call.

• Call Summarization
  A clear, concise summary of each conversation is generated, saving managers and trainers hours per week and streamlining lead handoffs or CRM updates.

• Custom Data Extraction
  Pulls out critical info mentioned on the call like date of birth, ZIP code, carrier, coverage dates, consent statements, and more—customizable to your agency’s needs.

• Caller Intent Detection
  Identifies what the consumer thought they were responding to—allowing you to detect and flag misleading ad creatives, incorrect targeting, or agent misalignment instantly.

📊 Performance Insights & Reporting

SalesRiver AI turns your calls into a goldmine of performance data. See what’s working—and what’s not—across agents, marketing channels, and geographies.

• Agent Leaderboards
  View top performers by close rate, QA score, and consistency—perfect for contests, compensation modeling, and coaching prioritization.

• Carrier Distribution
  Understand which carriers are converting, who’s selling them, and where—so you can adjust training and product focus accordingly.

• Sales by State
  Break down performance across regions to identify high-opportunity territories or markets where improvement is needed.

• Agent Performance by Channel
  Know which marketing sources produce top-performing calls and which ones consistently under-deliver, so you can optimize your spend.

🔒 Real-Time Compliance & Operational Enhancements

In highly regulated insurance markets, compliance and operational efficiency aren’t optional. SalesRiver AI gives you both—automatically.

• Real-Time Compliance Monitoring
  Detects and flags missing or incorrect disclaimers, consent verbiage, and potential violations during or shortly after each call.

• Marketing Source Scoring
  Tracks call outcomes and performance back to the originating lead source or campaign to calculate true ROI—not just cost per lead.

• AI-Driven Skill-Based Routing
  Use past performance to route future calls to the agents most likely to convert them—boosting ROI and agent morale.

• Dashboard + API Access
  Use the intuitive SalesRiver AI dashboard for quick insights, or integrate the data into your own platform or BI tool for deeper reporting and automation.

👥 Who It’s For: Purpose-Built for Insurance Agencies of All Sizes

SalesRiver AI was created with one mission in mind: to give every insurance agency—regardless of size or structure—access to enterprise-grade QA, coaching, and performance analytics without the enterprise-grade complexity or cost.

Whether you're an independent agent taking 10 calls a day or a large national FMO managing 1,000 agents across multiple states, SalesRiver AI gives you the tools to:

• Understand what’s happening on every call

• Coach agents effectively with real, specific feedback

• Optimize your marketing spend

• Stay ahead of compliance risks

Here’s who benefits most:

🧑‍💼 Independent Agents & Small Teams

• Finally get visibility into how your calls are going—without hiring QA staff

• Instantly improve your close rate with personalized coaching tips

• Identify which marketing sources are wasting your time and money

• Stay compliant with real-time flagging of risky language or missing consent

🏢 Mid-Sized Agencies & Regional FMOs

• Replace manual spot-checking with 100% QA coverage across all reps

• Rank and coach agents using consistent, objective scoring criteria

• Understand which campaigns are working and which aren’t—based on outcomes, not guesses

• Create accountability without micromanagement

🧩 Enterprise Agencies, FMOs, and Call Centers

• Monitor performance at scale across multiple teams and geographies

• Surface trends by carrier, state, agent, or campaign in seconds

• Integrate QA data directly into your own CRM or BI tool for reporting, training, and compensation

• Reduce compliance exposure with automated, auditable QA on every call

💡 Built for Modern Insurance Teams

Whether you're selling Final Expense, Medicare Advantage, ACA, Term Life, or Supplemental policies—if you're on the phone with consumers, SalesRiver AI helps you do it better, faster, and more profitably.

You do not need to use the full SalesRiver platform to use SalesRiver AI. It's completely standalone, API-friendly, and works on a pay-as-you-go basis.

SalesRiver AI was built specifically for insurance agencies—but it works for any operation, big or small.

You don’t need to be a SalesRiver platform user.
You don’t need a developer team.
You don’t need to commit to anything.

Just plug in, analyze your calls, and pay as you go.

⚙️ How It Works: Set Up in Minutes, Insights in Seconds

SalesRiver AI is built to deliver fast, actionable insights with minimal setup. Whether you're technical or not, you’ll be up and running in no time—analyzing every call and tracking what matters most to your agency.

Here’s how the process works:

1️⃣ Set Up Your Account and Customize Your Prompts

Start with a quick demo of SalesRiver AI by clicking here. After the demo, you’ll receive access to your SalesRiver AI dashboard and 1,000 minutes of free usage credit.

From there, setup includes:

• Generating your secure API key

• Configuring your custom prompts — You can define specific questions you want SalesRiver AI to answer about each call.
  Example questions:

  • Did the caller ask about a grocery benefit?

  • Was a Scope of Appointment completed?

  • Was UnitedHealthcare mentioned?

SalesRiver AI fine-tunes its large language model to accurately answer your prompts and then gives you structured, reportable data for each question. This makes it easy to track trends, flag issues, and uncover insights that matter most to your business.

2️⃣ Send Call Recordings to SalesRiver AI

After each call completes, simply send the audio recording (and any available metadata like agent name, marketing source, or campaign ID) to our API.

We support standard audio formats and both inbound and outbound calls.

3️⃣ AI Transcribes, Scores, and Analyzes the Call

Within 2 minutes, SalesRiver AI will:

• Transcribe the call

• Detect the disposition (e.g., Sale, No Sale, Opportunity, DNC)

• Score the agent across 8 categories

• Summarize the conversation

• Flag compliance issues

• Answer your pre-defined custom prompts accurately

• Detect misleading ad responses via intent analysis

All of this happens automatically—no manual QA needed.

4️⃣ Review Results in Your Dashboard

Your dashboard gives you full visibility into:

• QA scores and coaching breakdowns for each agent

• Call summaries, outcomes, and disposition history

• Real-time compliance alerts

• Marketing and channel performance

• Answers to your custom prompts for each call

Sort, filter, and drill down into the data that matters.

5️⃣ Use the API for Deep Integration

Prefer to work in your own BI or CRM platform? No problem.

Use the SalesRiver AI API to:

• Send data to Salesforce, HubSpot, GoHighLevel or other CRMs

• Push QA metrics into reporting tools like Looker or Tableau

• Trigger automations or workflows based on specific call events or compliance flags

SalesRiver AI fits seamlessly into your existing tech stack.

🎁 Early Access Offer: 1,000 Free Minutes

For a limited time, new users get 1,000 minutes of SalesRiver AI free when they schedule a demo. There’s no setup fee, no monthly minimum, and no long-term contract.

👉 Schedule your demo now at SalesRiver.ai

💡 The Future of QA is Here

SalesRiver AI is more than just transcription—it’s intelligent, adaptive QA designed to help agencies improve faster, coach better, and stay compliant.

With full visibility into your calls, your team can focus on what really matters: driving sales.