Give policyholders, More reasons to smile.
Cut claims processing from 8 minutes to 2 with AI that keeps policyholder data inside your Salesforce org.
50%+of claims activities could be replaced by automation by 2030 (McKinsey)
Your claims team is falling behind every quarter
Policyholders expect instant, personalized service. Your CRM still requires agents to piece together claim histories across disconnected screens.
Per claim, just for documentation
A single auto collision claim generates 12-15 pages of notes, emails, and adjuster reports. Reps copy-paste between systems because no tool synthesizes it for them.
“Finally an easy to use AI solution which would not only help you manage daily tasks efficiently but also give you the power to interpret large datasets to make business decisions effectively.”
- Ashwin Kotian, AVP, ICICI Lombard
Build prompts with Prompt BuilderBefore a policyholder cancels
Dissatisfaction hides in email tone and call frequency shifts. By the time an agent notices, the renewal window has closed and the customer has already quoted with a competitor.
“It takes them 8 minutes to enter an order. With this, it now takes 2. It's time saved. I think that's where the ROI is in my head.”
- Technical Architect, Fortune 500 Manufacturing
Resolve faster with Churn DetectionYour competitors resolve claims faster
Insurers using AI-generated summaries cut resolution from 8 minutes to 2. Every week you wait, the service speed gap widens and policyholders compare experiences.
“Found the deployment to be easy. Just took me 10 minutes. Pre-configured prompts and the complimentary Open AI connection helped me test this App quick.”
- Salman Khan, Release Manager, IBM
Claims Reps, Resolve Faster
Auto-Generate Case Summaries in Seconds
GPTfy auto-generates structured case summaries. Reps review and approve, not write from scratch. See case progression tracking.
Detect Dissatisfaction Before It Escalates
GPTfy runs sentiment analysis across case interactions, surfacing negative signals before formal grievances.
Leaders, Prove Service ROI
Draft Personalized Communications
On-brand correspondence using account context. See empathetic email responses generated in seconds.
Surface Knowledge Articles Instantly
The right answer appears inside the case record via RAG. Teams respond faster without searching.
Agents, Grow Retention
Track Sentiment Across Every Interaction
Spot churn signals before cancellation. GPTfy analyzes sentiment across interactions so you can intervene early.
Recommend Coverage Using Account Context
Personalized coverage recommendations based on actual risk profiles. See the renewal assessment demo.
Underwriting Efficiency
Summarize Applications From Your Salesforce Data
Structured application summaries highlighting risk indicators, coverage gaps, and pricing factors. See the root cause detection demo.
Flag Anomalies Using Pattern Analysis
Surface anomalies in claims and application data for underwriter review. Policyholder data masked automatically before AI analysis.
Why Leading Insurance Companies Choose GPTfy
75% Faster Claims Processing
Cut claim reviews from 8 minutes to 2 with AI-generated case summaries. Reps review and approve instead of writing from scratch.
Detect Churn Before Cancellation
Sentiment analysis flags dissatisfied policyholders across every interaction. Intervene before they file a complaint or leave.
Higher Renewal Rates
Personalized coverage recommendations based on account data. Agents spend time advising, not searching for policy details.
Key Features For Insurance
Automated Case Summaries
Generate structured case summaries from case notes and activity data. Reps approve in seconds instead of writing for minutes.
Policyholder Risk Scoring
Group customers by risk and sentiment. Proactive service and custom coverage offerings reach the right policyholders first.
Four-Layer PII Protection
Four-layer masking ensures policyholder data is protected by the data masking engine before it reaches any AI model.
Personalized Correspondence
Generate renewal notices and policy updates with personal touches. On-brand, account-specific, ready for review.
Key Takeaways
- Prompt Builder auto-generates structured case summaries so claims reps review and approve instead of writing
- Four-layer Security Layer masks policyholder PII including policy numbers and SSNs before AI execution
- Sentiment analysis surfaces dissatisfied policyholders across interactions before formal grievances
- BYOM supports 15+ models via Named Credentials so you control model selection and data sovereignty
- Every AI interaction logged in Security Audit Record with full prompt chain for regulatory audit readiness
- Flow integration triggers renewal alerts and coverage recommendations based on account context automatically
Frequently Asked Questions
GPTfy automates case summaries, sentiment analysis, and claims triage directly inside Salesforce. Service reps get AI-generated documentation and priority recommendations, reducing claims processing time by 75% while improving accuracy.
GPTfy is AppExchange Security Reviewed and runs 100% natively inside your Salesforce org. Built-in four-layer data masking ensures policyholder PII is masked before reaching AI models, with complete audit trails. GPTfy supports your existing GDPR, HIPAA, and state insurance compliance investments.
Yes. GPTfy can analyze claims data and interaction patterns to identify anomalies that may indicate fraud. By running AI-assisted review on your Salesforce records, it helps adjusters surface suspicious patterns earlier in the claims lifecycle.
GPTfy supports BYOM (Bring Your Own Model), meaning you can connect any AI model from AWS, Azure, GCP, or OpenAI through your existing cloud contracts. This gives your IT team full control over model selection, cost, and data sovereignty.
GPTfy deploys in 3-6 weeks on your existing Salesforce org. No Data Cloud or additional Salesforce platform upgrades are required. Pre-built prompts for insurance use cases help teams see value immediately.
GPTfy works with data already in your Salesforce org, including data synced from external claims management or policy admin systems. It can pull from any Salesforce object or external data accessible via API, so your adjusters and agents get AI-generated insights from the full policyholder picture.
See Claims Intelligence in Your Org
30 minutes with your Salesforce data. See AI-generated case summaries, sentiment scoring, and policyholder correspondence. No commitment required.
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100% Salesforce Native, AppExchange Security Approved
Unlike other AI solutions that send your insurance data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and compliance for sensitive information.