Every call.
Verified.

The only AI platform for insurance that monitors and automates the entire policy lifecycle, from call to carrier portal to policy.

See what your supervisors and QA teams can't.

Genfin checks every call against carrier portal activity and sold policies to flag discrepancies that lead to E&O, policy cancellations, agent suspensions, and lost sales.

4 issues flagged
Auto-detected by Genfin AI
CriticalHomeowner Discount
Call transcript
"I'm renting"
Policy shows
Homeowner discount applied
CriticalEffective Date
Call transcript
"Starts January 4th"
Policy shows
Feb 1
CriticalUM/UIM Coverage
Call transcript
Not mentioned
Policy shows
Required in TX
HighNumber of Drivers
Call transcript
"Just myself"
Policy shows
2 drivers rated

Monitoring

Automatically catch costly mistakes.

Policy Cancelled
Homeowner discount removed
$2,964 lostAfter 12 days
Policy Cancelled
UI / UIM coverage required
$2,268 lostAfter 8 days
Policy Cancelled
Too many drivers on policy
$3,744 lostAfter 23 days

Customer retention

Reduce cancellations and lost revenue

Catch policy errors before customers discover them and cancel within the first 30 days.

CriticalMismatchBODILY_INJURY_COVERAGE

Policy Value

50/100

$50,000 per person
$100,000 per accident

Call Value

100/300

$100,000 per person
$300,000 per accident

Call Transcript

Agent:"You'll have $100,000 per person, $300,000 per accident in bodily injury coverage."

E&O prevention

Fix errors before they become lawsuits

AI that prevents your worst nightmare: wrong statements that leave you liable.

Carrier Portal Activity

Field ChangedOccupation
Sales Rep → Engineer
Field ChangedOccupation
Engineer → Executive
Field ChangedOccupation
Executive → Doctor

Carrier portal tracking

Catch bad behavior early

Visibility into agents prone to mistakes or dishonesty.

Insurance AI

Built for insurance

AI that understands the carrier portals and policy structures of all major carriers.

Call Analysis

Bad intro
Didn't ask for sale
Poor coverage explanation

Boost sales

Uplevel all producers

Understand what behavior drives sales and identify agents who need coaching.

Intelligence

Insights that drive outcomes.

Unstructured Sources
Phone Calls
Screen Activity
PDF Policies
AI Processing
Structured Data
Premium Quoted$247/mo
Coverage TypeFull Coverage
Effective DateJan 15, 2025
Drivers Listed2
UM/UIM OfferedYes ✓
CompliancePassed
Ready for analysis

Unprecedented visibility

Frontline communication no longer a black box

Know exactly what is happening when agents interact with customers so you can address issues, create training, and communicate with partners.

Integrations

Seamless integrations

Sync with your contact center, CRM, and data warehouse.

Coaching

Insurance specific coaching

AI generated coaching based on behaviors that drive sales and improve quality.

Compliance Rate72%
12 weeks agoToday
Sales Efficiency68%
12 weeks agoToday
0
Issues Flagged
0
At-Risk Agents
Top Flagged Rules
E-signature not requested
47
Sale not asked for
38
Discount wrongly applied
29

Reporting

Comprehensive analytics

Track accuracy rates, compliance scores, and agent performance across your entire organization.

What our customers say

Trusted by insurance professionals.

Genfin has allowed us to confidently scale our sales org. We are able to troubleshoot conversion problems and sleep easier knowing compliance is monitored.

Jeff Pang

Co-CEO, Autocomplete Insurance

For me, this isn’t just compliance - it’s about building trust, improving performance, and elevating the client journey in a way which directly drives retention.

Haddie Jongema

COO, Equity Insurance Group

Join leading insurance agencies using Genfin to sell more compliantly.