Transform Your Insurance Brokerage with AI
Automate routine tasks, enhance client service, and boost retention with GPTfy’s Salesforce-native AI solution. Focus on what matters most: building client relationships.
7-9x
Less expensive to retain than to acquire new clients
95%
Profit boost possible with just 5% better retention
60%
Reduction in mundane tasks through automation
🪙Producers, Turn Data-Driven, Policy Insights into Gold
Cut Claims Processing Time in Half
Auto-verify coverage and collect documentation while AI triages claims by urgency, letting your team focus on complex cases that need human expertise.
Answer Policy Questions Instantly
Give clients immediate answers about their coverage and policy details with AI that translates complex policy language into clear explanations.
🎵Service Teams, Tune into Customer Signals
Comprehensive View of Client Holdings
Leverage AI to get a 360-degree summary beyond regular reports, empowering your staff to ensure clients’ investments are ideally suited to their needs.
Stay Informed of Life Events and Changes
Let AI notify you about crucial life events or maturing investments, allowing your agents to identify opportunities and better serve your clients.
🔍 Agency Leaders, See Around Corners
Stop Churn Before It Starts
Transform a 5% improvement in retention into significant profit growth with AI that flags satisfaction issues before they lead to cancellations.
Free Your Team From Busy Work
Eliminate repetitive tasks and automate routine client communications, letting your team focus on relationship-building conversations that matter.
Is AI Your New Age Genie? Financial Services Reimagined
Revolutionize your financial services. Optimize risk assessment, automate trading, and unlock new avenues for growth with AI for Financial Cloud.
Frequently asked questions
GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.
GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.
GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.
GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.
AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.
Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.
