01 / Coverage
Reviewing every policy was intractable.
Supervisors, QA teams, and BPOs can only sample one call in a hundred. Yet E&O, carrier appointment risk, early cancellations, and lost sales hide in the other 99%. Genfin dissects all of it.
- every call, screen, and documentbound or notanalyzed by Genfin · 100%
- policies that bound
- policies manually reviewed
02 / How it works
Up and running without an IT project.
- 01
Connect
Plug in your phone system and install our browser extension.
- 02
Analyze
Genfin automatically ingests data and analyzes every customer interaction.
- 03
Act
Issues get surfaced to executives, supervisors, and producers.
03 / Compliance & Risk
Catch the mismatch before the lawsuit.
Every bound policy is checked against what the customer was told and what the producer entered.
The customer was told one thing and the policy says another. That gap is the lawsuit.
“So your coverage starts January 4th, and you’re at twenty-five over fifty for bodily injury, which keeps the premium down.”
- effective date
- Feb 1
- bodily injury
- 50/100
- property damage
- 50
- deductible
- $500
04 / Sales & Coaching
Drive more sales.
Identify the behaviors that lead to sales and enforce them.
Every “we own our house” is a bundle. Most of them never get quoted.
- customer02:40“We own our house, and both cars are in my name.”home + auto bundle · not quoted
- producer02:52“Great, let me get the auto quote started for you.”
- customer07:12“My wife drives the Civic most days.”second driver · quoted
- customer09:03“The boat mostly sits in the garage.”boat · not quoted
