Optimize & empower your insurance sales team
TRAQ records, transcribes, and analyzes every sales and claims call — turning what customers actually said into structured data that feeds your CRM, your forecasts, and your coaching. Live in under a day, with transparent per-user pricing and no long-term contract.
Complete visibility into your insurance sales calls
TRAQ gives you three simple stages that turn every conversation into usable intelligence.
Record
Every sales call your team makes is recorded and transcribed, turning each conversation into invaluable data.
Analyze
TRAQ's Conversation Intelligence tool listens to every word spoken to reveal what potential customers are thinking.
Learn
Understand your audience like never before. TRAQ identifies hints, cues, and intent patterns you may have missed on your own.
No-Fuss Transcriptions
Automate the administrative-intensive parts of running an insurance sales team. TRAQ captures every call and meeting, then turns it into structured data your CRM and coaching program can actually use.
Call Recording & Transcription
Record and transcribe any online meeting or call, at any time. Calendar integrations auto-capture every scheduled Zoom, Teams, and Google Meet call, and the mobile app captures in-person meetings and cell calls too — not just video calls.
AI Note Taking & Summaries
TRAQ takes notes for you during each call, so you can keep your undivided attention on the customer. After every meeting, TRAQ auto-generates a summary with key takeaways, action items, and next steps — making it easy to prepare for future calls and catch up fast.
CRM & Calendar Sync
Recordings, transcripts, and summaries sync automatically to your CRM contacts and deals, freeing up hours of admin time each week and making sure your pipeline reflects what was actually said — not just what got typed in.
Conversation Intelligence ensures nothing gets missed
Conversation Intelligence (CI) is a form of AI based on Natural Language Processing (NLP). TRAQ listens to every customer conversation and turns it into structured data — surfacing buyer priorities, risk signals, objections, competitors mentioned, feature requests, and action items — so your CRM, forecasts, and coaching are built on what was actually said, not what got typed in after the fact.
Call Recording & Transcription
Every sales call captured and transcribed automatically.
AI-Generated Summaries & Action Items
Next steps and follow-ups drafted and assigned automatically.
Call Score & Buyer Sentiment Score
Objective scoring for every call, so no deal risk goes unnoticed.
Risk-Signal Flagging
At-risk deals surface based on what was actually said, not what got typed in.
CRM & Calendar Integration
Recordings and summaries sync automatically, so nothing falls through the cracks.
Stop guessing which deals are actually real
TRAQ's Call Score and Buyer Sentiment Score turn every insurance sales call into an objective, unbiased measurement, so your forecasts are built on what customers actually said, not on gut feel or whatever got typed into the CRM after the fact.
Buyer Sentiment Score
Our proprietary algorithm measures a customer's interest level on every call, giving your team unbiased, objective feedback to run realistic production forecasts.
A new score, every call
TRAQ generates a fresh score for every conversation, so you can track buyer interest as it shifts throughout the sales cycle.
Risk-signal flagging
Most 'at risk' deals were never marked at risk in the CRM. TRAQ listens to what was actually said and flags at-risk deals before they're lost.
Run reports, make strong decisions
Objective Call Scores let you run reports and make strategic decisions about exactly where to focus your team's time and coaching.
Superpowered Sales Team
The insights found and categorized by TRAQ help you understand your audience like never before — and TRAQ keeps learning from every conversation your team has.
Superpowered Sales Team
Identify new trends, unlock a new understanding of your customers' priorities, and track them as they change over time.
Accurate Forecasting
Make fact-based revenue projections thanks to a complete view of each deal in the sales pipeline. Run Opportunity Reports to quickly see the status of every account and intervene where needed.
Benefits Beyond Sales
The customer intelligence generated by TRAQ benefits everyone in your business — marketing can adjust messaging, CX and product teams gain invaluable insight, and the C-suite is empowered to make strong strategic decisions.
Here are your next steps
Try TRAQ for Free
You don't have to pay for TRAQ until you start to see its impact on your sales process.
Add TRAQ to Your Calls
Use your free account to record and analyze your (or your team member's) calls.
Use it to Coach Your Team
See the insights for yourself and use them to help secure contracts — imagine your entire team with this super-powered advantage over the competition.
Give your insurance sales team a super-powered advantage
Start your free trial today, or book a live demo to see TRAQ in action.