Manage in minutes to maximize payments.

Improve agent performance with ProInsight

ProInsight analyzes customer interactions so you can improve agent effectiveness to get the payments you want.
Take it for a spin right here.
Let's start the day by checking out a high-level overview of your team's performance and results.



You see that payment rates are trending up, so you click the "Agent Quality Dashboard" to take a closer look at who's driving this success.
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From the performance dashboard (top right of the chart), you see that ITUPPER is leading your team for both Right Party Contacts and calls that result in payments. 


Next, you decide to review a few recent calls to see what's getting results. So, from the main menu on the left, you click "Smart Reports."
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"Smart Reports" make it easy to find a group of conversations that meet all of your selected filters. 


You can filter conversations by everything from time, duration, scores, agent groups, dispositions, event tags, and so much more.
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Creating new "Smart Reports" is easy. Contact Prodigal any time and we'll be happy to demo it for you live and answer any questions.  


In this case, you already have a saved "Top Performers" report that's perfect for the task at hand. So, you click the report's name to run it.
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The report runs, taking you to a selection of calls from the last 30 days where your agents turned objections into payments.



It's time to see what made your top performers so successful. You can jump right to parts of calls where interesting events happened to listen to audio snippets and read parts of transcripts.
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In this case, you decide to send a quick note to Isaac, congratulating him on turning an objection into a payment and encouraging him to keep up the great work.



You type a quick message, mention Isaac, and click "Add Note" to send it. (On Isaac's side, he receives a notification to check his Inbox, and he's happy to receive your kudos.)
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Isaac handled his call so well that you want to share his approach with the rest of your team, so they can learn from his success.



It would be simple to download the call recording and transcript. Instead, you decide to take the even faster route: you click to get a link to the call, and then use the built-in chat to share it with all your other agents.
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Now that you've finished reviewing your team's agent-level performance, it's time to switch gears.

You want to wrap things up by getting a higher level view of all the accounts you manage. So, you click on "Account Explorer."
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"Account Explorer" helps you decide everything from how to prioritize which accounts to focus on next to how best to reach them, what channel to use, and much more.



To see how the insights from "Account Explorer" can help you drive major leaps forward in efficiency, effectiveness, and business strategy, contact us anytime for a live demo.
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Today's walkthrough ends here, but we still have so much more to share.

Request a live demo of ProInsight to continue exploring how you can uncover strategic insights and turn every agent into a compliant, top performer.
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Welcome to the tour

See how you can turn every agent into a compliant, top performer in half the time while cutting risk and uncovering strategic insights.
client-logo-img

Welcome to ProInsight

See how you can drive payments and turn every agent into a top performer while cutting risk and uncovering intelligence to improve your business.

Let's start the day by checking out a high-level overview of your team's performance and results.



You see that payment rates are trending up, so you click the "Agent Quality Dashboard" to take a closer look at who's driving this success.

Next

From the performance dashboard (top, right of the chart), you see that ITUPPER is leading your team for both Right Party Contacts and calls that result in payments. 



Next, you decide to review a few recent calls to see what's getting results. So, from the main menu on the left, you click "Smart Reports."

Next

"Smart Reports" make it easy to find a group of conversations that meet all of your selected filters. 



You can filter conversations by everything from time, duration, scores, agent groups, dispositions, event tags, and so much more.

Next

Creating new "Smart Reports" is easy. Contact Prodigal any time and we'll be happy to demo it for you live and answer any questions.  



In this case, you already have a saved "Top Performers" report that's perfect for the task at hand.  So, you click on the report's name to run it.

Next

The report runs, taking you to a selection of calls from the last 30 days where your agents turned objections into payments.



It's time to see what made your top performers so successful. You can jump right to parts of calls where interesting events happened to listen to audio snippets and read parts of transcripts.

Next

In this case, you decide to send a quick note to Isaac, congratulating him on turning an objection into a payment and encouraging him to keep up the great work.



You type a quick message, mention Isaac, and click "Add Note"  to send it. (On Isaac's side, he receives a notification to check his Inbox, and he's happy to receive your kudos.)

Next

Isaac handled his call so well that you want to share his approach with the rest of your team, so they can learn from his success.



It would be simple to download the call recording and transcript. Instead, you decide to take the even faster route: you click to get a link to the call and share it with all your other agents using the built-in chat.

Next

Now that you've finished reviewing your team's agent-level performance, it's time to switch gears. 



You want to wrap things up by getting a higher level view of all the accounts you manage. So, you click on "Account Explorer."

Next

"Account Explorer" helps you decide everything from how to prioritize which accounts to focus on next to how best to reach them, what channel to use, and much more.



To see how the insights from "Account Explorer" can help you drive major leaps forward in efficiency, effectiveness, and business strategy, contact us any time for a live demo.

Next

Even though this is where this walkthrough ends, we still have so much more to share with you. 



Contact Us for a Custom Live Demo

Request a demo
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