Leksta
All calls, not a sample

Speech analytics for insurers and lawyers: compliance and conversion

Checking required wording and forbidden phrases in all recorded calls.

  • Call summary right in the deal card
  • Call result in CRM

Speech analytics looks in every recorded call for required wording and forbidden phrases such as guarantees of a result. A call with a violation goes to the risky list, and the consultation summary and result go to CRM, where the path from consultation to contract is visible. A specialist makes the final decision from the quote.

What gets in the way

  • Required wording is skipped
  • Agents promise a guaranteed result
  • Consultations do not turn into a contract

What you get

  • Automatic search for violations and forbidden phrases
  • The consultation summary in the customer card
  • Consultation-to-contract conversion by employee

Example: how it looks on a call

An agent sells a policy and promises "they will definitely pay". Leksta highlights the forbidden phrase, marks the call as risky and sends an alert to the head. The head opens the quote and reviews the case with the agent.

  • Metrics: Number of violations
  • Metrics: Conversion to contract
  • Metrics: Share of calls with a next step
Call card with AI summary and score: an example for "Insurance and legal services"
Call card: summary, score and quotes.
Required points

Required wording is checked in every conversation

Set what an employee must say and must not say. Leksta checks every call and shows the completion percentage per point and per employee. More on the sales script control page.

  • Required and forbidden wording
  • A quote from the conversation for every mark
  • A checklist for your industry
Call scoring checklist: goals with weights and a sample AI output
Call scoring checklist: goals, weights and AI output. Demo data.

What else an insurance or law firm needs

Keyword dictionary

Product names, competitors and forbidden words are highlighted in every transcript, including their grammatical forms.

Data masking

Phones and card numbers in transcripts can be masked, and the administrator sets the retention period for recordings.

How do I find calls where an agent made a forbidden promise?

Add forbidden phrases to the dictionary, for example "they will definitely pay out" or "we guarantee the result", and turn on an alert. Leksta finds these moments in the transcripts of all calls and sends the manager a Telegram message with the quote. The manager opens that moment and reviews the case with the agent the same day.

How do I check required wording in calls?

Set the required phrases as checklist items: introducing the company, contract terms, warnings. For every call Leksta shows whether the wording was said and attaches a quote as evidence. The manager sees which employees skip required wording more often and removes the risk before a customer complaint.

How are call recordings stored?

The administrator sets how long recordings are kept, employee actions are logged, and personal data in transcripts can be masked. For strict data requirements, Leksta installs on your own servers in a closed network: recordings, transcripts and the AI all stay inside your infrastructure.

Does speech analytics replace a compliance specialist?

Speech analytics strengthens your compliance specialist: it finds suspicious calls among all conversations and shows the quote. The specialist makes the decision about a violation by reading the fragment and replaying the recording if needed. Instead of spot checks, they work with every risky call at once.

We will check it on your company's calls

We will show the transcript, score and summary on your recordings.

Request a demo