AI-Optimized Insurance Brokerage
Automate routine tasks, enhance client service, and boost retention with GPTfy's Salesforce-native AI solution. Focus on what matters most: building client relationships.
Why Leading Insurance Brokerages Choose GPTfy
7-9x Lower Client Acquisition Cost
Retain existing clients at 7-9x lower cost than acquiring new ones.
95% Profit Boost Potential
Achieve 95% profit growth with just 5% better retention rates.
60% Task Automation
Reduce mundane tasks by 60% through AI 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
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
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.
Key Features For Insurance Brokerage
Policy Application Processing
Auto-process submissions and qualify applications with AI verification.
Coverage Gap Analysis
Identify coverage gaps and upsell opportunities with 360-degree client view.
Claims Processing Automation
Automate FNOL and certificate generation to cut processing time in half.
Client Retention AI
Flag at-risk renewals 90 days out with personalized retention strategies.
Ready to Transform Your Insurance Brokerage Results?
See how you can automate routine tasks, enhance client service, and boost retention—all from inside Salesforce with GPTfy AI.
Book 45 mins. Discuss your use cases.100% Salesforce Native, AppExchange Security Approved
Unlike other AI solutions that send your client data to external systems, GPTfy runs in your Salesforce Org, and uses your Company's secured AI Infrastructure.