Generic AI doesn't belong in financial services

Conversational agents, workflows, and AI assistants built for insurance, banking, and lending.

Gail activity dashboard showing a call summary, ratings, and transcript with James Danielson
Concentrix
Bancolombia
Leavitt Group
Cottingham & Butler
Insurance Nation
State Farm
NEO Insurance Solutions
Allstate
Concentrix
Bancolombia
Leavitt Group
Cottingham & Butler
Insurance Nation
State Farm
NEO Insurance Solutions
Allstate
  • Maximo00:04

    “Just bought a truck. Need it insured by tomorrow morning — anything tonight?”

  • Gail00:31

    “Yes — I can bind tonight. 2023 F-150 at your address, you're at $147/mo.”

  • Maximo01:08

    “Perfect — text me the policy. Thanks.”

Voice

Never miss a good lead again.

Every call is answered on the second ring. Every caller gets a real quote, a real answer, a real next step — not a hold queue and a callback that never comes.

FIRST ANSWER
11 sec
RESOLVED ON CALL
72 %
CITED
100 %
SMS conversation showing Gail resolving a proof-of-insurance request for a customer buying a Tacoma
Text

Bring back the customers who almost bought.

The quote they didn't finish. The appointment they forgot to confirm. The renewal they meant to read. A text at the right moment puts a quote-ready lead back in your agent's pipeline.

TO QUALIFY
2 min
AGENT CALLBACK
Same day
ESCALATIONS
0
Live chat widget where Gail files a claim and authorizes a rental for a customer after an accident
Web chat

Your website does the work of a branch.

Open an account, file a claim, finish an application — without leaving the page, without waiting for business hours.

MEDIAN COMPLETE
6 min
START → DONE
38 %
CITED
100 %
WhatsApp conversation where Gail sends a payment link in Spanish
WhatsApp

Meet customers where they already are.

For most of the world, WhatsApp is how you talk to your bank, your insurer, your doctor. Now it's how they talk to you.

LANGUAGES
12
VERIFIED BY
Meta
CITED
100 %
Email draft composed by Gail for an auto policy renewal with approve and send actions
Email

The long emails, already written.

Renewal notices, coverage explanations, document requests. The slow, careful messages drafted and cited before you sit down.

RENEWALS ON-TIME
4 x
REVIEWER TIME
−38 %
CITED
100 %

Gail doesn't just answer questions. It gets work done.

Automate tasks, complete workflows, and uncover insights from every customer interaction.

Gail workflow builder automating a new lead from CRM update through campaign enrollment

Built for insurance, banking, and lending.

The teams already running Gail in production — tuned to each line of business.

Insurance

41% more quotes. 29% more policies sold.

Gail helped agents respond faster, follow up consistently, and focus on closing business instead of chasing leads.

+41%
Quotes sent
+29%
Policies sold
Insurance Nation

Banking

Became the #1 collections partner.

Across 3 million+ debt collection calls, Gail outperformed nine leading call centers and delivered significantly higher contact and Promise-to-Pay rates.

44.2%
Connections
29.2%
Effective contact rate
17.5%
Promise-to-Pay rate
Bancolombia

Lending

Outperforming traditional outreach teams.

Gail was benchmarked against internal support and service teams for a major $84B lender, delivering higher connection rates, stronger conversion rates, and measurable improvements in customer outreach efficiency.

91%
Connections
47%
RPC
66%
Conversion rate
SELCO

Ready to put Gail to work?

See Gail run live on your own calls, messages, and workflows.

Ready to get started now? Get started today for free