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Practice calls are not part of your plan. They are included in Grow and Scale: ask your admin or contact us to upgrade.
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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
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Calls in this list ({{ rrv.itemCount }})
Product and agent use the top-bar filters
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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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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
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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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No practice sessions yet.
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Backstory
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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.
Talk ratioYou {{ pc.talk }}% · Client {{ pc.listen }}%
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Script
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Live transcript
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AI PROSPECT · VOICE PRACTICE
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Call
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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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Leaderboard · this week
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No sessions yet.
Skill heatmapavg score per skill
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
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BIRTHDAYS & ANNIVERSARIES, NEXT 30 DAYS
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NEXT HOLIDAY
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{{ 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.
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Recall prints and mails a card to your clients on their birthday, policy anniversary, Christmas, Thanksgiving and New Year. It is mailed from your return address, a few days ahead so it arrives on time. Every card waits for your approval first, and the price is taken from your card credit when you approve it.
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Loading…
PRICE PER CARD
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print, postage and address check
WAITING FOR APPROVAL
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Waiting for your approval {{ cdv.pendingTotal }}
No card is waiting. New ones appear here up to two weeks before they are mailed.
Check the text and the address of your clients, then approve.
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Settings
Send cards for my clients
Return address (printed on the card)
Name
Street address *
City *
State *
ZIP code *
Mail it this many days before
Occasions and text. You can use {first_name}, {last_name}, {agent_name}, {agency_name} and {years} (anniversary).
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Preview: {{ q.preview }}
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Cards are only created for clients with a full US address (street, city, 2-letter state, ZIP).
History
Nothing yet.
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RM
ReadyMode
{{ rm.stText }}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.
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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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.
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 }}
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2 · Connect ReadyMode{{ onb.rm.st }}
{{ onb.rm.activeText }} Next: confirm who is who in Integrations, then press Generate list in Recovery List.
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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.
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{{ 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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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.
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Plan
{{ seats }}seats × {{ bill.seat }} /seat/mo
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{{ 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 $39 / seat / month
{{ laCount }} agents on → {{ bill.la }} per month added to your next invoice.
Usage history · analysis minutes (k)
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Profile
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{{ prof.roleLabel }} · {{ prof.agency }}
Display name
Email
Email me the daily digest
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Appearance
Change password
Current password
New password
Session
Users {{ seatUsed }} of {{ seats }} seats used
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{{ c.w }}%{{ c.look }}
Script · {{ rubP }} Used by Live Assist and Practice
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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
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Daily digest
Email each person their best leads to call, every weekday morning
Send time (agency time zone)