AI for Insurance, Banking, & Finance
Gail is built to adapt to your business, workflows, & Customers.
Conversational AI
Meet your customers where they are.
One AI, across every channel.
Voice
Handle inbound and outbound calls with human-like AI conversations.
SMS
Follow up, answer questions, and engage customers over text.
Chat
Support customers through your website and digital channels.
Engage customers on one of the world's most-used messaging platforms.
Workflows
From conversations to completed work.
Quoting, collections, onboarding — handled end-to-end.
Lead qualification & quoting
Automatically qualify leads and generate quotes across insurance and lending workflows.
Document generation
Generate forms, summaries, customer documents, and operational outputs automatically.
Debt collection campaigns
Launch outbound collection workflows across voice, SMS, and email campaigns.
AI Assistants
Your industry-trained analyst.
Insights, analytics, and answers — grounded in your business.
Ask anything
Query your book in plain language — policies, claims, payments.
Real-time analytics
Generate reports and trends on demand — no SQL, no dashboards to maintain.
Cited to the regs
Answers grounded in specific regulations, your policies, and your written procedures.
Drafts on demand
Memos, summaries, renewal recommendations, emails — written in your voice.
Insights
Real-time insights, real-time action.
Spot growth and sentiment shifts — the moment they appear.
Spot upsell opportunities
Every conversation scored for fit — your highest-intent accounts pulled to the top.
Monitor customer sentiment
Every conversation scored for tone — know how customers feel before it costs you.
Trends across your book
What customers are calling about, asking about, complaining about — week over week.
Integrations
Connect Gail to your core systems.
Clients, calendars, leads, and data — connected on day one.
Telephony
Route calls and texts through the phone systems your team already uses.
Calendar & productivity
Book, reschedule, and share documents through the tools your team lives in.
AMS & CRM
Sync clients, policies, and leads with the AMS and CRM you already run.
Developer tools
Build custom workflows on top of Gail — REST APIs, Webhooks, and Zapier.
Customers
Why financial services choose Gail.
Carriers, agencies, and banks running Gail in production.
We integrated Gail to handle the follow-ups no one had time for — and it's exceeded expectations. Cold leads are converting, clients are impressed by the responsiveness, and our agents can now focus on closing, not chasing.
Gail enforces strict data separation between customers. Anything stored or built within our workspace is never shared with any other company — this space is distinctly our own.
By deploying Gail's 24/7 AI support, we slashed missed calls from 85.7% in September to 5.6% in December — improving response times, ensuring constant availability, and cutting manual work.
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