Give policyholders,
More reasons to smile.

Empower Agents and assure Peace of Mind. Integrate Salesforce AI for Insurance.

Get GPTfy now

Salesforce AI for insurance, AI solution for Salesforce insurance, Salesforce insurance ai Integration
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Customer Service Reps, Tune into customer mood on every call

Pick the Right Tone with Sentiment Analysis

Let AI guide your agents to pick an empathetic, professional, or other tone based on your customer’s previous interactions.

Intent Analysis: Understand, Don't Repeat

Save your customers from reiterating their needs. Utilize AI-driven intent analysis for quick understanding and seamless claims processing.

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Customer Care Leaders, Bring AI Productivity to your operations

Emails Beyond Templates. Tailored Touch

Ditch generic replies. Craft engaging, understanding emails that meet policyholders’ expectations of your brand.

AI Chat Summaries: The 30 second version

Don’t let the omnichannel noise drown your call-handling time. Get AI-generated crisp summaries for customer inquiries and account overviews.

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Agents, Be With Them, Every Step of the Way

360 ways to serve and sell better

Ensure your customers are adequately protected. Start with a complete account or household summary.

Autopilot for your Customer's life events and changes

Use AI to automatically update Policies and Households when life events or claims occur, creating follow-up tasks for your agents to enhance service and sales.

Frequently asked questions

What is GPTfy?

GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.

How does GPTfy work?

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.

How much time does it take to implement GPTfy?

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.

Is GPTfy GDPR, CCPA, CPRA, and HIPAA compliant?

GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to

AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.

How can I get started with GPTfy?

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.