Sell more. Risk less.
Protect your carrier appointments and uncover hidden revenue. Genfin flags critical issues that lead to E&O, while identifying missed cross-sell and up-sell opportunities on every call.
Monitoring
Automatically catch costly mistakes and missed opportunities.
Call Analysis
Boost sales
Uplevel all producers
Your top agents outsell the bottom by 3x. Genfin analyzes what the top are doing and coach the bottom to match.
Policy Value
50/100
Call Value
100/300
Call Transcript
E&O prevention
Fix errors before they become lawsuits
Genfin catches critical errors at the point of sale, reducing your E&O exposure while seamlessly plugging premium leakage.
Lead intelligence
Hold your lead vendors accountable
Stop paying for bad live transfers. Instantly spot vendors making false rate promises, transferring uninsurable risks, or blind-dropping confused customers.
Carrier Portal Activity
Carrier portal tracking
Protect your carrier appointments
Catch agents gaming rates before your carriers do. Genfin tracks portal field changes instantly to prevent costly audits and agency suspensions.
Insurance AI
Purpose-built for insurance
Stop teaching your tools how insurance works. Genfin natively understands carrier portals, rater systems, regulations, and sales talk tracks.
Intelligence
Insights that drive outcomes.
Unprecedented visibility
Frontline communication no longer a black box
See exactly what happens between the lead arriving and the policy selling. Uncover your most profitable talk tracks, instantly spot where deals are falling apart, and ensure every agent is selling correctly.
Integrations
Seamless integrations
Sync with your contact center, CRM, and data warehouse.
Coaching
Coach behaviors that actually drive revenue
Automatically generate personalized coaching plans for every agent, replicating the specific talk tracks your top producers use to close deals while correcting compliance gaps.
Reporting
Measure what matters
Stop managing by anecdote. Track sales efficiency, E&O risk, compliance scores, and at-risk agents across your entire organization in real-time, all in one dashboard.
