Capabilities / Screen Capture
See exactly how reps are navigating raters, carrier portals, and more.
Genfin's browser extension records every field a producer touches, in any rater, carrier portal, or web tool they quote in. Try it: edit the quote in the sample portal below and watch the Genfin record update as you go.
- Try:
Edit a field and Genfin captures it here.
001 / What you get
A complete audit trail of how every quote was built.
Producers work in their raters and carrier portals as usual. Genfin records each step, so you can see how a quote reached its final premium without asking anyone.
- 01
The audit trail
Every field, edit, premium change, report order, and sale, in order, with who did it and when.
- 02
Checked against the call
Compare what was entered with what the customer said, so a wrong entry is caught while the policy can still be fixed.
- 03
Pre-filled data
See what the rater or portal filled in on its own, and which of those values a producer changed afterward.
- 04
Ahead of the carrier
Spot the patterns carriers look for before they show up in a quality report or lead to a producer suspension.