Practice calls are not part of your plan. They are included in Grow and Scale: ask your admin or contact us to upgrade.

Only your calls

Finish setting up · {{ onb.doneCount }} of 2 steps done: invite your team and connect ReadyMode.

{{ todayCount }} leads to call today

Start with the hottest ones on top.

Sales per day {{ chartNote }}Won Lost Won back

● Closed {{ hv.c }}

● Lost {{ hv.l }}

● Won back {{ hv.r }}

Why customers say no

{{ q.l }}{{ q.n }}

No lead data yet. Import a CSV from the Recovery List.

Your agents

Agent

Calls

Closed

Leads won back

Call score

{{ rrv.title }}{{ rrv.stText }}

Calls in this list ({{ rrv.itemCount }})

Lead

Status

Note

{{ i.who }} {{ i.phone }}

Product and agent use the top-bar filters {{ recCount }} leads

P{{ r.pri }}

{{ r.first }}

{{ r.face }} · {{ r.prem }}/mo

{{ r.heat }} {{ r.urg }}/5

Score ≥

{{ callCount }} calls

Date / time

Agent

Lead

Product

Duration

Outcome

AI score

Status

{{ r.lead }}

Reviewed

Loading call…

{{ rv.lead }}{{ rv.sub }}

Transcript

No transcript yet.

{{ t.ts }}{{ t.who }} {{ t.text }}

Key moments

No key moments yet.

{{ m.ts }}{{ m.t }}

WHAT TO SAY INSTEAD

{{ rv.score }}/ 100 overall

{{ c.l }}{{ c.v }}

Extracted data→ Recovery List

Nothing extracted yet.

{{ e.k }}{{ e.v }}

Manager coaching note

Listening · 07:42

Tip: Wants to talk to daughter → offer a 3-way call now

Suggested next line…

Unlock Live Assist

Real-time tips, objection cues and a suggested next line while you are on the phone. It listens to your microphone only.

$45 / agent seat / month · turn on for specific agents

Call ended · {{ live.timer }}Nothing you said was saved. Only the length of the call is kept.

Live Assist hears only your voice, through your microphone.

● Keep this open next to ReadyMode. If the call is recorded, read the recording-consent line first.

Product you are selling

Connecting… allow the microphone if asked.

Listening{{ live.timer }}

{{ t.kind }}{{ t.when }}

◐ Off track: you have drifted from the script for a while. Gently steer back.

SUGGESTED NEXT LINE

“{{ live.nextText }}”

Script

What you said (not saved)

{{ t.who }} {{ t.text }}

GET STARTED

Run your first practice call.

Pick a scenario that matches the objections your agents hit most.

Sessions this week

Avg practice score

Practice minutes

{{ pk.used }} / {{ pk.quota }}

Practice score · 30 days{{ pk.avgT }}

● Practice score {{ ph.v }}

Recent sessions

No practice sessions yet.

{{ sel.n }}, {{ sel.age }}

{{ sel.prod }} · {{ sel.diff }} · ~{{ sel.min }} min

Backstory

Script

Objections {{ sel.n }} will raise

Mic check

🎙

● Practice call: not a real lead. Nothing is sent to ReadyMode.

Listening

○ Press Call to start listening

{{ pc.timer }}

Talk ratioYou {{ pc.talk }}% · Client {{ pc.listen }}%

{{ t.kind }}{{ t.when }}

Script

Live transcript

{{ t.who }} {{ t.text }}

AI PROSPECT · VOICE PRACTICE

{{ sel.n }}, {{ sel.age }}

Call

End

Practice · {{ sel.n }}, {{ sel.age }} · {{ sel.prod }}

Grading your call…This takes about 15 seconds. You can stay on this page.

Something went wrong

No score for this call

Strong moments, missed opportunities & transcript

{{ t.ts }} {{ t.who }} {{ t.text }}

WHAT YOU COULD HAVE SAID

{{ res.score }}/ 100 · {{ res.delta }}

{{ c.l }}{{ c.v }}

Leaderboard · this week

{{ b.i }}{{ b.n }}{{ b.s }}{{ b.a }}

No sessions yet.

Skill heatmapavg score per skill

{{ c.v }}

Date

Agent

Scenario

Product

Difficulty

Duration

Score

Assigned by

No practice sessions yet.

Everyone you close, in one place. Add each client when you close the sale (name, phone, address, birthday, and a few personal details such as “daughter Mia”). Recall reminds you in your morning email on their birthday and policy anniversary, and on Christmas, Thanksgiving and New Year. Clients from PolicyTek appear here by themselves once it is connected.

ACTIVE CLIENTS

BIRTHDAYS & ANNIVERSARIES, NEXT 30 DAYS

NEXT HOLIDAY

{{ rtv.unassigned }} client{{ rtv.unassignedS }} without an agent (PolicyTek does not always say who sold the policy). Open a client and choose the agent, so the right person gets the reminders.

Import clients from a CSV

The clients you already have. Columns we understand: First Name, Last Name (or Name), Phone, Email, Address, City, State, ZIP, Date of Birth, Closed date, Product, Carrier, Policy Number, Monthly Premium, Agent, Notes. Clients already in your list are skipped and never changed. A complete address is needed for postcards.

Working…

{{ civ.head }}

{{ rtv.emptyTitle }}

Client

Phone

Agent

Closed

Product

Next moment

Status

{{ r.n }}

💌

Cards for your clients

Recall prints and mails a card on their birthday, on holidays and on the anniversary of their policy. You choose the design and the words, and you approve every card before it is printed.

Loading…

✏️ You changed something. Save it so it takes effect.

Get started {{ cdv.stepsDone }} of 3 done

{{ p.n }}. {{ p.title }}

🔔 Waiting for your OK {{ cdv.pendingTotal }}

Look at each card with Preview, then approve. Nothing is printed before you do.

{{ o.who }} · {{ o.occasion }} · mailed {{ o.send }} · {{ o.where }}

Address and postage are printed here

{{ o.who }}
{{ o.addr1 }}
{{ o.addr2 }}

1 · Your details where the cards come from

📍 {{ cdv.summary }}

This return address is printed on every card, so your client knows it is from you.

Name on the card

Street address *

City *

State *

ZIP code *

Mail it this many days before

{{ cdv.onTitle }}

2 · Pick your cards tap one to see it and change the words

{{ t.emoji }} {{ t.label }}

Choose a look

Your words (add the client's name with a tap)

{{ t.left }} characters left

This is how it will look

Address and postage are printed here

Ann Adams
10 Palm Dr
Miami, FL 33101

Variables you can use: {first_name}, {last_name}, {agent_name}, {agency_name} and {years} (anniversary). Cards are only made for clients with a full U.S. address.

3 · Card credit pay only for the cards you approve

YOUR CREDIT

💰 {{ cdv.balance }}

{{ cdv.cardsLeft }} · {{ cdv.price }} per card, printing and postage included

Problems with payment? Ask support.

History

Nothing yet. Approved cards will show up here.

Client

Card

Mailed

Status

Cost

{{ o.who }}

ReadyMode

Call archive · webhook

Recall keeps every call that ReadyMode reports. Nothing is analyzed (or counted against your minutes) until you generate a recovery list. Give ReadyMode support the address below and ask them to send a webhook on every disposition, including the recording link.

COPY IT NOW: it is shown only once

Token {{ rm.prefix }}… · created {{ rm.created }} · {{ rm.last }}

No webhook address yet.

Only archive these results (comma-separated). Empty = everything except Sold and DNC.

PolicyTek

Policies sold · recovered deals · CSV upload

Automatic (recommended){{ ptw.stText }}

PolicyTek tells Recall about every new or updated application and Recall marks the lead as Recovered by itself. In PolicyTek: Admin → Automation → Add New Automation, trigger Create Application (and a second one for Update Application), action Webhook, and paste the address below as the URL.

COPY IT NOW: it is shown only once

Address {{ ptw.prefix }}… · {{ ptw.last }}

Or by file

In PolicyTek open Clients → Applications (or Policies), press ⋮ → Download, and upload that file here. A lead whose phone number appears in a sale made after the lead was added is marked Recovered, with the real premium and carrier. Cancelled and declined policies are ignored. You see the result before anything changes.

Working…

{{ ptv.head }}

• {{ m.t }}

Other integrationsnothing else needed

You only need ReadyMode (and PolicyTek, if you use it, to confirm which leads really became policies).

ReadyMode agents · Recall users{{ mappedCount }} of {{ mapTotal }} mapped

ReadyMode agents show up here as soon as their first call arrives. Then confirm who is who with one click, and their past calls are assigned to them.

ReadyMode agent

Calls (30d)

Recall user

Status

{{ m.n }} {{ m.id }}

Shared login

A shared ReadyMode login can't be attributed to a single agent. For per-agent scoring, give each agent their own ReadyMode user.

Two steps and Recall starts working with your calls. You can come back to this page at any time.

1 · Invite your team{{ onb.team.st }}

2 · Connect ReadyMode{{ onb.rm.st }}

{{ onb.rm.activeText }} Next: confirm who is who in Integrations, then press Generate list in Recovery List.

Recall asks ReadyMode to send every call result to a private address created for your agency. You only need your ReadyMode web address (the link you use to sign in, for example acme.readymode.com, not an email) and the Account Authorization PIN.

Your ReadyMode web address (the link you sign in with, not an email)

Account Authorization PIN

Nothing is sent yet.

{{ onb.rm.prevText }}

Your private webhook address (shown only now, copy it if you need it):

No access to the PIN? Create the address yourself in Integrations and give it to ReadyMode support.

3 · Import past callsOptional

Upload a CSV export of past calls (a ReadyMode report, one date range at a time) to see them in Recall from day one. They are only archived: nothing is analyzed until you generate a list. Calls need a recording link to be analyzed later.

{{ onb.imp.name }} · {{ onb.imp.progress }}

4 · PolicyTekOptional

If you use PolicyTek, connect it so every sale marks the matching lead as recovered, with the real premium. It takes two minutes: Recall gives you an address to paste in a PolicyTek automation.

▲ {{ bill.warnText }}

Plan

{{ seats }}seats × {{ bill.seat }} /seat/mo

{{ bill.total }} per month

Seats{{ bill.seatCost }}

Live Assist ({{ laCount }} agents){{ bill.la }}

Usage this month · pooled across seats

Analysis minutes{{ bill.used }} / {{ bill.incl }}

Practice minutes{{ pk.used }} / {{ pk.quota }}

Resets on {{ bill.resets }}. Calls waiting in a running list count as used.

Add-ons · Live Assist $45 / seat / month

{{ laCount }} agents on → {{ bill.la }} per month added to your next invoice.

Usage history · analysis minutes (k)

Invoices

{{ i.d }}{{ i.a }}PaidPDF

No invoices yet.

Payment method

No payment method yet.

Profile

{{ uname }}

{{ prof.roleLabel }} · {{ prof.agency }}

Display name

Email me the daily digest

Appearance

Change password

Current password

New password

Session

Users {{ seatUsed }} of {{ seats }} seats used

Name

Role

Status

{{ u.n }}

Weights total {{ rubTotal }}%

{{ c.l }}

{{ c.w }}%

Script · {{ rubP }} Used by Live Assist and Practice

{{ s.i }}{{ s.t }}

Data retention

Call recordings

Transcripts & scores

Applies to recordings and transcripts once call analysis is connected.

DNC list

{{ dnc }} numbers

Leads on the DNC list never enter the Recovery List. Upload a CSV or text file with one 10-digit US phone number per line.

Privacy

Daily digest

Email each person their best leads to call, every weekday morning

Send time (agency time zone)

Log in

Create your agency account

Reset your password

Choose a new password

Join {{ inv.agency }}

{{ lk.title }}

Win back the sales your agents almost closed.

How it works

Everything an agency needs to recover and to improve

Connects to the tools you already use

Simple per-seat pricing

Questions

Start recovering sales tomorrow morning.

{{ title }}

Unlock Live Assist

{{ sel.n }}, {{ sel.age }}

{{ d.name }}