Win More Business. Pass Every Audit.
Call Optix helps insurance agencies, lending teams, and wealth advisors turn every regulated conversation into closed business, while keeping compliance ironclad. From quote calls to FNOL, from loan applications to renewal reviews, every word is captured, analyzed, and audit-ready.
Capture every word. Verify every disclosure. Convert every quote.
Your AI-Powered Revenue & Compliance Partner
Call Optix is the conversation intelligence platform built for regulated revenue. One platform to capture, coach, and act, automatically.
Capture Every Word, Every Disclosure
- Every call transcribed with speaker separation. Searchable, audit-ready, retained to state rules.
- Required disclosures verified automatically: TCPA consent, mini-Miranda disclosure, recorded-line, Reg BI, suitability, payment authorization.
- FSI-specific data extracted: policy details, X-dates, loan parameters, AUM, beneficiaries, NMLS IDs.
Coach to Close, Not Just Comply
- Performance scorecards measuring close rate, disclosure adherence, retention, and cross-sell for every producer.
- Manager-curated coaching libraries built from your top binders, top funders, and top retainers.
- Skill gap analysis tied to the actual call moment. Coach to the second, not to vague impressions.
Act Before the Window Closes
- X-dates queued automatically. Stalled applications flagged. Cross-sell mentions converted into tasks.
- Sentiment alerts on at-risk renewals so you can intervene weeks before the broker-of-record letter arrives.
- Every commitment (“I'll send the proposal Friday”) tracked until it's closed out.
Built for How Financial Services & Insurance Actually Operate
Generic call recording tools don't understand regulated revenue motions. We built Call Optix around the workflows that insurance agencies, lending teams, and wealth practices actually run.
Stop Premium and Revenue Leakage from Inconsistent Producers
Your top producer closes 50%. Your new hire closes 18%. Same leads. Same scripts. You've never been able to see what's different on the actual call.
We compare conversation patterns across your team and show you exactly what your closers do differently: discovery depth, objection responses, value framing, follow-up commitments. Your average becomes your benchmark, not your ceiling.
Pass Audits Without the Six-Week Prep Scramble
The audit notice arrives. Your team disappears for weeks pulling recordings, building documentation, and praying nothing surfaces.
Every call is already transcribed, tagged, scored against required disclosures, and archived to retention rules. Pull a complete compliance report by date range, producer, line of business, or disclosure type in minutes, not weeks.
Close the X-Date Gap. Never Miss a Renewal.
X-dates slip past. Renewal calls don't get made on time. Customers re-shop on Google and bind elsewhere before your producer dials.
Every X-date is extracted from policy data and call mentions, then auto-queued as a renewal task with the customer's full history (claims, cross-sell context, past sentiment) surfaced before the call.
Turn Monoline Customers Into Multi-Line Accounts
A monoline auto customer mentions they just bought a house. Your producer logs the auto renewal and never follows up on the home quote.
AI detects cross-sell signals on every call (life events, new properties, business growth, family changes) and routes them as referrals to the right line-of-business producer with full context attached.
Move Applications From “Submitted” to “Clear to Close” Faster
Borrowers sit in pipeline for weeks. LOX requests (letters of explanation) get lost. Stipulations pile up. Your LOs spend more time chasing paperwork than originating.
AI extracts every stipulation, condition, and document request from every call and routes it to a tracked task list. Borrowers know what's outstanding. LOs know what's coming due. Pipeline accelerates.
Stop Losing Rate-Shoppers on Day One
A borrower calls for a rate. Your LO quotes and hangs up. The borrower shops three more lenders, picks the cheapest, and never returns your follow-up call.
Identify calls where rate-only conversations happened with no discovery, no value framing, and no commitment to follow up. Coach LOs to convert quote-shoppers into committed applicants with structured discovery moments.
Document Reg BI and Suitability the Way Regulators Expect
A client meeting happens. The advisor remembers the suitability conversation. Compliance asks for documentation. Memory isn't a defense.
Every advisory call automatically generates a Reg BI-aligned summary: investment objectives discussed, risk tolerance confirmed, alternatives considered, recommendation rationale documented. Books-and-records, on autopilot.
Protect the Book. Spot Client Unrest Months Before They Leave.
Your top client moved $4M to a competitor last quarter. The signals were in their last two check-in calls: a frustration over fees, a passing mention of a “friend's advisor.” Nobody caught it.
Sentiment analysis across every client touchpoint flags relationship risk (dissatisfaction patterns, competitor mentions, fee questions) and alerts the advisor before the goodbye email arrives.
Powerful Features,
Purpose-Built for
Regulated Revenue
Every feature designed for how regulated industries actually sell, service, and document, from disclosure verification to cross-sell intelligence.
AI Call Transcription
Every regulated call transcribed with speaker separation. Searchable, reviewable, defensible. 30+ languages for multilingual books of business and policyholders.
Automated Call Summaries
One-glance summaries with intent, disclosures verified, action items, and next steps. The summary auditors and underwriters will actually trust.
Producer & LO Scorecards
Know exactly who's binding, who's funding, who's retaining, and where coaching is overdue.
Custom Data Extraction
Define exactly what to capture: policy number, X-date, current carrier, loan amount, DTI, AUM, beneficiaries, NMLS ID. AI extracts it from every call. No manual entry.
Compliance & Disclosure Monitoring
TCPA, mini-Miranda, recorded-line, Reg BI, suitability, payment authorization, FDCPA. AI verifies required disclosures on every single call and flags omissions before they become audit findings.
X-Dates, Stips & Follow-Ups
AI detects every commitment, deadline, and outstanding item from your conversations and creates tracked tasks. Nothing slips.
Sentiment Analysis & At-Risk Detection
Frustrated policyholder? Quiet wealth client? Borrower getting cold feet? Sentiment tracked across every conversation, so retention is preventive, not reactive.
Extract the Data That Actually Matters
Define what intelligence to capture from every regulated conversation. AI extracts it automatically. No manual entry, no missing fields, no audit gaps.
From Every Insurance Conversation
- Policy Type & Coverage Limits
- Current Carrier & X-Date (policy expiration)
- Premium Quoted vs. Competing
- Drivers / Properties / Risks Listed
- Claims History
- Cross-Sell Opportunities (life events, new property)
- Required Disclosures Verified
- Producer Split & Lead Source
From Every Lending Conversation
- Loan Type & Loan Amount
- Property Type & Address
- Credit Score Range / DTI / LTV
- Pre-Approval Status
- Down Payment Source
- Current Lender / Rate Shopped
- Stipulations & LOX Items Outstanding
- TRID / RESPA Disclosures Verified
From Every Wealth Conversation
- AUM Discussed & Account Type
- Investment Goals & Time Horizon
- Risk Tolerance Confirmed
- Alternatives Considered (Reg BI)
- Beneficiaries & Estate Items
- Fee Discussion Logged
- Held-Away Assets Mentioned
- Suitability Documentation Generated
25+ FSI-specific fields extracted automatically. Fully customizable to your lines of business, products, and compliance posture.
The Impact on Your Bottom Line
Real results from real agencies, lenders, and advisory practices. These aren't projections. They're outcomes customers see within months.
Audit prep used to be a six-week fire drill. Now I pull a complete compliance report in twenty minutes: every recorded-line disclosure, every suitability conversation, every TCPA consent. And in the same period, our quote-to-bind ratio is up 22% because every producer's call now sounds like our best one. That's the part the auditors don't ask about, but it's why we keep paying for the platform.
Why Insurance, Lending & Wealth Teams Choose Call Optix
Most conversation intelligence tools were built for B2B SaaS sales floors. Call Optix is built for regulated revenue.
The difference is in the details. Call Optix is built for regulated revenue, with the fields, workflows, disclosures, and audit trails your business actually needs.
Seamless Integration With Your Existing Stack
Call Optix connects to the AMS, LOS, CRM, and phone systems you already use. Plug in and start capturing intelligence from day one. No rip-and-replace.
Applied Epic
Independent agency management system
AMS360
Vertafore agency management platform
EZLynx
Comparative rater and AMS for agencies
HawkSoft
Agency management for independent agents
NowCerts
Cloud-based AMS with mobile-first workflows
QQCatalyst
Agency management and sales tracking
Encompass
ICE Mortgage Tech end-to-end LOS
Calyx Point
Loan origination for brokers and bankers
Velocify
Sales engagement for high-volume lending
LendingPad
Cloud-based LOS for mortgage lenders
BytePro
Mortgage loan origination software
Redtail CRM
CRM purpose-built for financial advisors
Wealthbox
Modern CRM for wealth management
Salesforce FSC
Salesforce Financial Services Cloud
Black Diamond
Portfolio reporting and rebalancing
Orion
Advisor tech stack for portfolio management
RingCentral
Cloud phone system for enterprise teams
Dialpad
AI-powered business communications
Aircall
Cloud-based call center & phone system
Vonage
Cloud communications for business
Twilio
Programmable voice and messaging APIs
Zoom Phone
Unified communications and meetings
Salesforce
Enterprise CRM with full pipeline sync
HubSpot
Marketing, sales & service CRM platform
Zoho
Mid-market CRM and business suite
And So Many More
Any platform with an open API
Don't see your system? We integrate with any platform that has an API.
Questions We Get Asked
Ready to Bind, Fund, and Retain More, While Sleeping Easier on Audit Day?
See how Call Optix helps regulated revenue teams turn every call into closed business and every disclosure into documented defense.