Call and screen monitoring
for insurance agencies

Uplevel every agent while reducing risk and management overhead.
Use AI to monitor every interaction for sales efficiency and compliance.

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Calls Reviewed
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Labels Generated
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Compliance Violations Flagged
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Sales Opportunities Identified
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Human Hours Saved
CALL REVIEW

Insurance & carrier specific checks

Use our preset rules or configure your own. Genfin checks every call while suggesting new rules to evaluate.

  • Discover and enforce talk tracks that lead to sales.
  • Turn on carrier quality checks.
  • Check regulations set forth by state departments.
Call Transcript Agent: James Wilson

Agent: "I've applied discounts for homeowner and good driver, which should bring your savings to 10% or $75 per month."

✓ Increased chance of close rate by reviewing discounts

•••

Agent: "That covers everything you need. Let's go ahead and get you set up with this policy today."

✗ Failed to offer uninsured motorist coverage for opt-in state

SCREEN MONITORING
NEW!

Monitor agent screens

Track activity on comparative raters and carrier portals to catch errors and malicious behavior.

  • Cross reference the screen activity with the call
  • Catch bad behavior
  • Extract insights and trends on rate calls
  • Automate data entry and present recommendations
Screen Activity Log Call ID: 8325618630
10/16, 5:19:20 PM
Driver Added Primary driver added to policy
10/16, 5:19:27 PM
Field Changed Occupation: Teacher → Engineer
10/16, 5:19:32 PM
Field Changed Occupation: Engineer → Accountant
10/16, 5:19:38 PM
Field Changed Occupation: Accountant → Doctor
Agent gaming rates
Jan Feb Mar Apr May Jun
Compliance Score
Close Rate
Telematics Training Gap -32%

New agents not explaining telematics properly

Sales Process Gap -11%

Agents not assuming the close as part of the sale

CALL LABELING & ANALYTICS

Finally, be data-driven in your call center

Unearth key trends and insights to make informed decisions.

  • Monitor script adherence
  • Make changes confidently to the playbook
  • Categorize loss reasons, objections, and more
  • Understand risk exposure and diagnose root causes
SEAMLESS INTEGRATIONS

Up and running in days, not months

No need for AI model training or custom code. See value immediately.

  • Native integrations with Call Centers, CRMs, and data warehouses
  • Off-the-shelf LLMs that don't need any training
Genfin AI
Call Centers
Genesys
Five9
Twilio
Aircall
RingCentral
8x8
AWS Connect
NICE
+ More Platforms
CRM
Salesforce
HubSpot
Microsoft Dynamics
Zendesk
+ More Platforms
Data Warehouses
Snowflake
BigQuery
Databricks
Redshift
+ More Platforms
Compliance Certifications
SOC2 Compliance
AICPA
SOC 2
PCI DSS Compliance
PCI DSS
HIPAA Compliance
HIPAA
Zero Data Retention

Enabled for all hosted models, so your data will never be used for training.

SECURITY & COMPLIANCE

Built with the highest security standards

Enterprise-grade security with bank-level encryption, security controls, and continuous monitoring. Reports and attestations available upon request.

  • Clean SOC2 Report
  • PCI DSS - SAQ D for Service Providers
  • HIPAA compliant
  • Zero Data Retention for all hosted models

Review 100% of Calls

Stop randomly sampling a fraction of calls.

Auto-Fill Scorecards

No more manual form filling.

Find the Needles in the Haystack

AI finds the calls worth human time to review.

Future-Ready AI Platform

Start with quality assurance and expand safely.

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Solve QA and unlock more with Genfin AI

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