Capabilities / Document Analysis
Every policy checked against the call that sold it.
Genfin reads the issued policy and compares it with what the customer was told. Pick a finding below to see the policy value, what was said, and the moment in the call.
- named insured
- Jordan Ellis
- policy period
- Feb 1 – Aug 1
- total premium
- $804.00 · 6 months
- bodily injury liability
- 50 / 100
- property damage liability
- 50
- uninsured motorist
- rejected
- collision deductible
- $1,000
- comprehensive deductible
- $500
- drivers
- 1 · Jordan Ellis
- vehicle
- 2021 Honda Civic
- annual miles
- 9,000
- policy discounts
- homeowner · paperless
- policyFeb 1≠customer was toldJan 4
The producer told the customer coverage would start January 4th. The policy was issued with a February 1 start, leaving four weeks the customer believes are covered.
from the call · 02:14Producer: “So your coverage starts January 4th.”
01 / Capture
Automatic ingestion of policies.
Genfin can plug into carrier portals, AMS, CRMs or APIs to automatically fetch policies as they are bound.
02 / Calls
Checked against every call, using the latest word.
A sale often takes more than one call. Genfin reads all of them, and when the customer changes their mind, the most recent statement is the one the policy is checked against.
- collision deductible
- Mon · call 1“Five hundred is fine.”superseded
- Wed · call 2“Let’s do a thousand to bring it down.”latest · used
on the policy $1,000match - drivers
- Mon · call 1“It’s just me on the car.”superseded
- Thu · call 3“Add my wife, she drives it too.”latest · used
on the policy 1 drivermissing from policy
03 / Tracking
Track every critical mistake until it’s resolved.
Each finding carries a status. Supervisors see what is still open, what is in review, and what has been fixed, so a critical mistake on a policy doesn’t get found once and then forgotten.
- criticalDriver countDana L.open2 days
- criticalPolicy start dateDana L.in review1 day
- criticalRoadside assistanceMarcus T.resolvedtoday
- highUninsured motorist rejectionPriya S.open4 days
- highPrior insuranceMarcus T.resolvedtoday
- mediumAnnual mileageDana L.resolved1 day
04 / Customize
Add your own policy checks.
Carriers set the minimum they will write. Your agency may hold producers to a higher one. Write your own standard as a plain-English check, define its outcomes, and set how serious each one is.
- name
- Agency minimum coverage
- prompt
- Are the bodily injury limits on the policy at least 50/100, our agency minimum?
- runs on
- policy type is auto · all carriers
- outcomes
- yesmatch
- nocritical
05 / Reports
See where the mismatches come from.
The policy report shows how many policies had critical, high, and medium issues and how that is trending. It ranks producers by the issues on their policies, so the few who account for most of the risk stand out.
- 0
- policies compared
- 0
- with critical
- 0
- with high
- 0
- with medium
- Dana L.4143
- Marcus T.3824
- Priya S.4412
- Owen R.2901
- Discounts and telematics
- Drivers
- Liability coverages
- Policy and payment