proAssist guides agents through calls

Your success relies on the productivity, efficiency, and effectiveness of your team's conversations.

Built to complement proNotes, proAssist delivers real-time support and leverages post-call learning to coach your agents through every call they make or take.
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“With proAssist, we've seen a jump in payments and up to a 25% increase in other critical agent effectiveness areas, like compliance scores, rebuttals, and objections. It will only increase from here.”

Paul Allen, COO

Your agents will know exactly what to say next

proAssist is like having a mentor on every call. With proAssist coaching your agents, they're better equipped to respond to customers' needs, freeing them up to focus on building relationships and establishing trust.

Make every agent a top performer.
Create dynamic talk tracks and ensure agents follow them.
Deliver flawless customer service, even in complex situations.
Remind agents of mandatory disclosures to reduce violations.

25%

agent effectiveness

12%

payments

50%

training time

proAssist solves for complex scripts and difficult calls

Learn from the best

With real-time prompts, informed by your team's most successful conversations, you'll significantly reduce call time that doesn't add value. proAssist ensures every agent has more effective and efficient conversations by learning from your top performers.

Delight customers

Let agents ditch the menial tasks so they can focus on the conversation and respond faster and more authentically to customers' needs. proAssist helps agents find the best path forward to deliver an exceptional financial experience.

Minimize risk

Monitoring agents for disclosures and compliance isn't where you want to spend your time. Let proAssist keep up with new and legacy regulations, reduce training time, and increase compliance adherence by up to 15%.