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: Boost Broker Profitability through Generative Policy Insights
Convert More Policy Applications
Auto-process submissions and promptly qualify applications, helping producers focus on qualified opportunities while AI handles mundane verification tasks
Identify Coverage Gaps & Upsell Opportunities
GPTfy prompts provide a 360-degree view of policyholders, highlighting coverage, gaps and product recommendations – cutting down time spent on data-gathering
Secure Renewals Earlier & Faster
GPTfy prompts can analyze client behavior and policy data to flag at-risk renewals 90 days out, giving brokers time to pro-actively reach out with personalized retention offers.
Service Teams: Faster Claims, Streamlined Operations
Cut Claims Processing Time in Half
Automate FNOL (first notice of loss) by auto-verifying coverage, collecting documentation, and triaging claims by urgency, and forward to the carrier, freeing your team to focus on complex cases
Auto-Generate Certificates of Insurance (COIs)
Prompts can quickly gather policy details and auto-fill fields containing PII, coverage, limits, effective dates and special terms, reducing manual work done by your team
Quickly Handle Policy Inquiries
Give policyholders immediate answers about their coverage and policy details with AI that translates complex policy language into clear explanations.
Agency Leaders: See Around Corners, Boost Your Bottom Line
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.
Scale Eciently Without Compromising the Policyholder Experience
Maintain a high-touch, white-glove approach while spending more time with clients and make data-driven decisions that drive efficient agency growth.
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.
