Peace of mind. Automated policies.
of insurance tasks can be automated
say speed is key
Service Reps, Handle Claims
Automated Case Summaries
Generate thorough case notes using AI, improving accuracy while saving time through streamlined documentation.
Sentiment Analysis
Track customer sentiment with real-time cues, helping you prioritize and deliver empathic support fast.
Leaders, Drive Productivity
Personalized Communications
Create tailored messages using GPTfy’s AI, boosting engagement through on-brand, role-specific email drafting.
Knowledge Base Augmentation
Surface policy details and procedures instantly using AI-driven search, letting teams respond faster.
Agents, Grow Relationships
Customer Sentiment Tracking
Identify needs by analyzing interactions, helping you retain clients and discover upsell moments.
Coverage Recommendations
Deliver personalized policy suggestions using risk data, ensuring customers get the protection they need.
Why Leading Insurance Companies Choose GPTfy
40% Faster Claims Processing
Speed claim reviews by 40%. (National insurer¹)
28% Higher Satisfaction
Increase CSAT by 28%. (Leading providers²)
17% Better Retention
Improve renewals by 17%. (U.S. carriers³)
Key Features For Insurance Providers
Policy Analysis
Scan policy documents for quick clarifications, saving verification steps.
Customer Risk Profiling
Group customers by risk, enabling proactive service and custom coverage offerings.
Fraud Detection
Spot likely fraud patterns with AI-based auditing and anomaly tracking.
Automated Correspondence
Generate renewal notices and policy updates with personal touches.
Ready to Transform Your Insurance Operations?
See how you can accelerate claims, personalize service, and elevate customer experiences—all inside Salesforce with GPTfy AI. Global insurance premiums grew steadily, proving innovation is key to staying ahead.
Book 30 mins. Streamline your claims.100% Salesforce Native. AppExchange Security Approved
Unlike other AI solutions that send your sensitive data externally, GPTfy runs in your Salesforce Org. Get multi-layered compliance with FINRA, SOC 2, and GDPR standards — all for secure policy handling.