Ensuring safety and efficiency on
high-stakes calls with customers
INSURANCE | FINANCIAL SERVICES | HEALTHCARE

Deploy AI in your contact center to QA calls for compliance and sales efficiency.

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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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"Genfin has allowed us to confidently scale our sales org. They house our call scripts and compliance rules, screening 100% of calls. We are able to troubleshoot conversion problems, deploy new playbooks, reduce manager QA time, and sleep easier knowing compliance is monitored."
Jeff Pang

Jeff Pang

Co-CEO, AutoComplete

AutoComplete.io

AutoComplete is an independent insurance agency that represents 20+ top insurers.

CALL REVIEW

Let AI review calls, not humans

Whether you use Genfin's preset rules or create your own, AI will review every call, flagging every failure or success.

  • Reduce burden on managers and QA teams.
  • Test prompts and rules before deploying
  • Investigate the reasoning for any outcome.
Call Transcript Agent: James Wilson

Agent: "I'll need to verify your identity for security purposes. Can you please provide your full name, date of birth, and the last four digits of your social security number?"

✓ Identity verification completed properly

•••

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 - required by state law

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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