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← Back to pricing
How it worksFeaturesPricingFAQ
FOR LIFE INSURANCE AGENCIES THAT DIAL WITH READYMODE

Win back the sales your agents almost closed.

Recall keeps every call, finds the ones worth a second try, and hands each agent a ranked list every morning, with the exact words to use. It also trains new agents with AI practice calls and coaches them while they are on the phone.

See how it works
Card required. Nothing is charged for 14 days. Cancel any time.
Today's recovery listexample
Hot 5Margaret E.$15,000 · Final expense
Liked the quote, wanted her daughter to hear it first. The agent accepted the stall.
Say: “Is Karen home right now? I can bring her on the line so she hears it too.”
Hot 4Dwayne P.$25,000 · Veteran
Ready to buy, but no checkbook or card at hand. Callback promised for 6 PM.
Say: “A debit card or a recent statement works. The routing number is printed on it.”
Warm 3Rosa D.$10,000 · Non-vet
Flinched at the monthly price. A lower amount was never offered.
What every lead comes with
✓ Why the sale stalled, in plain words✓ Who decides (spouse, son, daughter...)✓ The quote: amount, carrier, premium✓ The callback the client was promised✓ A suggested opener and the next step✓ Heat and urgency, ranked for the day

Names above are fictional and only show what the list looks like.

How it works

Setup takes an afternoon. Nothing is analyzed, and nothing is billed for analysis, until you ask for a list.

1
Connect ReadyMode

ReadyMode support sends every call result to a private address we give you. Recall archives the call and its recording link. No software to install.

2
Press “Generate list”

Pick the dates and filters. Recall transcribes and analyzes only those calls, once, and builds a new sheet of leads.

3
Work the list every morning

Each agent gets their own ranked leads, plus a daily email with the best five and a suggested opener for each.

4
See the sales come back

Connect PolicyTek and a recovered sale is marked automatically, with the real premium and carrier. Your dashboard shows what recovery is worth.

Everything an agency needs to recover and to improve

Recovery list

Leads ranked by heat and urgency, with filters by agent, product and day. Callbacks, notes and history on every lead. Do-not-call numbers never enter the list.

Daily digest

Every weekday morning each agent gets an email with their best leads to call first. Managers get the same for the whole agency. You choose the hour.

Call review and scorecards

Transcript, strong moments and missed opportunities, and a score across eight sales skills: opener, discovery, health questions, quote, objections, closing, tone and talk ratio.

Practice with an AI prospect

Agents call a fictional client by voice (a widow who wants to ask her daughter, a veteran who distrusts giving his SSN) and get a graded debrief with what they could have said.

Live AssistAdd-on

While the agent is on a call, Recall suggests the next line, flags objections and tracks the script. It listens to the agent's microphone only and stores nothing that is said.

Teams, roles and privacy

Owner, admin, manager and agent roles. Agents see only their own calls if you want. SSN and bank numbers can be redacted, and you set how long data is kept.

Connects to the tools you already use

RM
ReadyMode
Dialer
Live

A webhook on every call result, plus CSV import for past calls. Agents are matched to your team in one click.

PT
PolicyTek
CRM
Live

A webhook (or a CSV export) tells Recall when an application is created, and the matching lead becomes a recovered sale.

G
Google sign-in
Access
Live

Your team can log in with a Google account or with email and password.

Using another dialer or CRM? Tell us when you request access.

Simple per-seat pricing

One price per agent seat per month. Analysis minutes are pooled across your seats. Start with Recover and move up when you want training and coaching. Pay yearly and get two months free.

Recover
$69 /seat/month
or $690 per seat per year (2 months free)

Win back stalled sales.

✓ Recovery list and daily digest✓ 600 analysis minutes per seat✓ Call review and scorecards✓ ReadyMode and PolicyTek✓ Teams, roles, privacy controls
Growmost popular
$99 /seat/month
or $990 per seat per year (2 months free)

Recover, and train the team.

✓ Everything in Recover✓ 1,000 analysis minutes per seat✓ AI practice calls: 120 minutes per seat✓ Practice history, leaderboard, skill heatmap✓ Live Assist as an add-on
Scale
$149 /seat/month
or $1,490 per seat per year (2 months free)

Coach agents while they sell.

✓ Everything in Grow✓ 2,000 analysis minutes per seat✓ Live Assist included: 60 on-call hours per seat✓ 300 practice minutes per seat✓ Onboarding call and priority support
Live Assist add-on
$45 /seat/month

For Recover and Grow. Includes 60 on-call hours; extra time is $0.02 per minute. Turn it on for specific agents only.

Extra usage

Analysis minutes beyond your pool: $0.04 per minute. We warn you at 80% and 100%.

50 seats or more: 10% off every seat, with dedicated onboarding.

Talk to us first

Not sure which plan, more than 50 seats, or another dialer or CRM? Tell us about your agency and we reply within one business day.

Questions

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Start recovering sales tomorrow morning.

© 2026 Recall
Start your 14-day free trial
Plan
Agent seats
Billing
Today$0
After 14 days{{ cof.total }}
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Secure payment by Commas. Use the email you want for your Recall account: you create the account with it right after.
Request access
Tell us about your agency. We reply within one business day.
Your name
Work email
Agency name
How many agents?
Anything we should know? (optional)
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Thank you, we got it.
We will email you within one business day to set up your agency.

{{ title }}

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
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Finish setting up · {{ onb.doneCount }} of 2 steps done: invite your team and connect ReadyMode.
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{{ todayCount }} leads to call today
Start with the hottest ones on top.
Sales per day {{ chartNote }}Won Lost Won back
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● Closed {{ hv.c }}
● Lost {{ hv.l }}
● Won back {{ hv.r }}
Why customers say no
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No lead data yet. Import a CSV from the Recovery List.
Your agents
AgentCallsClosedLeads won backCall score{{ b.n }}{{ b.calls }}{{ b.closed }}{{ b.cr }}{{ b.s }}
{{ rmBanner.text }}
{{ rrv.title }}{{ rrv.stText }}
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Calls in this list ({{ rrv.itemCount }})
LeadStatusNote{{ i.who }} {{ i.phone }}{{ i.st }}{{ i.note }}
{{ sheetInfo }}
Product and agent use the top-bar filters {{ recCount }} leads
{{ c.l }}{{ c.ar }} P{{ r.pri }}{{ r.next }}{{ r.first }}{{ r.last }}{{ r.email }}{{ r.phone }}{{ r.st }}{{ r.agent }}{{ r.product }}{{ r.carrier }}{{ r.face }} · {{ r.prem }}/mo{{ r.heat }} {{ r.urg }}/5{{ r.reason }}{{ r.dm }}{{ r.cb }}{{ r.status }}{{ r.att }}
Score ≥{{ callCount }} calls
Date / timeAgentLeadProductDurationOutcomeAI scoreStatus {{ r.t }}{{ r.agent }} {{ r.lead }}{{ r.product }}{{ r.dur }}{{ r.out }}{{ r.score }} {{ r.status }}Reviewed{{ r.idleText }}
Loading call…
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Transcript
No transcript yet.
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Key moments
No key moments yet.
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WHAT TO SAY INSTEAD
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{{ rv.score }}/ 100 overall

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Extracted data→ Recovery List
Nothing extracted yet.
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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.

$39 / 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.
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Listening{{ live.timer }}
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◐ Off track: you have drifted from the script for a while. Gently steer back.
SUGGESTED NEXT LINE
“{{ live.nextText }}”
Script
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What you said (not saved)
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GET STARTED
Run your first practice call.
Pick a scenario that matches the objections your agents hit most.
Sessions this week
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Avg practice score
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Practice minutes
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Practice score · 30 days{{ pk.avgT }}
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● Practice score {{ ph.v }}
Recent sessions
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{{ r.w }}
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No practice sessions yet.
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{{ sel.n }}, {{ sel.age }}

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

{{ sel.story }}

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Script
Objections {{ sel.n }} will raise
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Mic check
🎙
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● 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 }}%
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{{ t.text }}
Script
{{ s.ico }} {{ s.l }}
Live transcript
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AI PROSPECT · VOICE PRACTICE
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{{ sel.role }}
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Call
Chat
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Chat
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
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No score for this call
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Strong moments, missed opportunities & transcript
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WHAT YOU COULD HAVE SAID
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{{ res.score }}/ 100 · {{ res.delta }}

{{ res.summary }}

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Leaderboard · this week
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No sessions yet.
Skill heatmapavg score per skill
{{ c }} {{ r.n }}{{ c.v }}
DateAgentScenarioProductDifficultyDurationScoreAssigned by {{ r.d }}{{ r.a }}{{ r.s }}{{ r.p }}{{ r.df }}{{ r.du }}{{ r.sco }}{{ r.by }}
No practice sessions yet.
RM
ReadyMode
Call archive · webhook
{{ rm.stText }}
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.
PT
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.
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Working…
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• {{ 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 agentCalls (30d)Recall userStatus{{ m.n }} {{ m.id }} Shared login{{ m.calls }}{{ m.st }}
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 }}
{{ onb.team.text }}
2 · Connect ReadyMode{{ onb.rm.st }}
{{ onb.rm.activeText }} Next: confirm who is who in Integrations, then press Generate list in Recovery List.
{{ onb.rm.askedText }}
Recall asks ReadyMode to send every call result to a private address created for your agency. You only need your ReadyMode address and the Account Authorization PIN.
Your ReadyMode address
Account Authorization PIN
Nothing is sent yet.
{{ onb.rm.prevTo }}
{{ onb.rm.prevText }}
{{ onb.rm.prevNote }}
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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.
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{{ onb.imp.name }} · {{ onb.imp.progress }}
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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.
▲ You've used most of your pooled analysis minutes. Overage is $0.04/min.
Plan
{{ seats }}seats × {{ bill.seat }} /seat/mo
{{ bill.volNote }}
{{ bill.total }} per month
Seats{{ bill.seatCost }}
Live Assist ({{ laCount }} agents){{ bill.la }}
Est. overage{{ bill.over }}
Usage this month · pooled across seats
Analysis minutes{{ bill.used }} / {{ bill.incl }}
Practice minutes{{ pk.used }} / {{ pk.quota }}
Overage so far {{ bill.over }}
Add-ons · Live Assist $39 / seat / month
{{ laCount }} agents on → {{ bill.la }} per month added to your next invoice.
Usage history · analysis minutes (k)
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{{ b.m }}
Invoices
{{ i.d }}{{ i.a }}PaidPDF
No invoices yet.
Payment method
No payment method yet.
Profile
{{ uini }}
{{ uname }}
{{ prof.roleLabel }} · {{ prof.agency }}
Display name
Email
Email me the daily digest
Appearance
Change password
Current password
New password
Session
Users {{ seatUsed }} of {{ seats }} seats used
NameEmailRoleStatus{{ u.n }}{{ u.e }}{{ u.st }}
Weights total {{ rubTotal }}%
{{ c.l }}
{{ c.w }}%
{{ c.look }}
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
{{ p.l }}
Daily digest
Email each person their best leads to call, every weekday morning
Send time (agency time zone)

{{ d.name }}

{{ d.st }} · {{ d.agent }}
📞 {{ d.phone }}{{ d.heat }} · urgency {{ d.urg }}/5{{ d.status }}
{{ d.product }} · {{ d.carrier }}
{{ d.face }} · {{ d.prem }}/mo
AI summary · why it didn't close

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{{ d.reason }}Decision maker: {{ d.dm }}
Personal details
{{ x.k }}{{ x.v }}
Suggested opener
“{{ d.opener }}”
Next step
{{ d.next }}
Timeline
{{ t.when }}
{{ t.what }}
Open call review →
Notes
Choose who you'll call
{{ g.title }}
{{ s.ini }}
{{ s.n }}, {{ s.age }}
{{ s.role }}
{{ s.diff }}
{{ s.blurb }}
{{ t }}
~{{ s.min }} min · {{ s.obj }}
Connect {{ modalName }}
{{ modalHelp }}
API key
{{ lf.title }}
{{ f.l }}
{{ f.l }}
{{ lf.err }}
Generate recovery list
Pick the calls you want to work on. Recall analyzes them now and builds a new spreadsheet. Calls analyzed before are never analyzed twice, and each phone number counts once (its most recent call). Up to 500 calls per list.
From
To
Agent
Results to include (none selected = all)
Monthly premium quoted (optional)
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