ACORDs, COIs and after-hours calls, handled.
Gail is an AI assistant trained on insurance. Hand it a PDF and ask for an ACORD 125. Ask it for a certificate. Let it pick up at 5:01 on a Friday.
- Completed ACORD 125, 130, 140 in seconds
- Certificates issued without template hunting or re-keying
- Connects to Vertafore, Applied Epic, EZLynx and HawkSoft
Trusted by hundreds of teams across financial services
See Gail on your book of business.
20 minutes. We walk through your stack, your workflow, and the first metric you want to move.
Your licensed team is doing work that doesn’t need a license.
A $120K producer should not be sending ID cards. Start with one workflow, scale the rest in weeks.
ACORDs, COIs, ID cards and policy changes
The inbound that never needed a licensed human. Compliance rails by state, product and carrier.
Cover nights, weekends and surges
Quotes, FNOLs and billing picked up at 5:01pm Friday, with the same compliance as your daytime team.
Book renewals with AI that dials
Gail runs the campaign and books qualified appointments straight onto licensed-agent calendars.
Past-due recovery and lapse prevention
Payment-plan setup and late-payment follow-up, fully TCPA-compliant.
What teams running this actually moved.
Anonymized, real, recent.
We took every outbound dial off our licensed team. Gail booked the appointments. Sandra closed.VP Distribution · 60-agent brokerage
Our service team hasn’t made a past-due call since week three. We don’t grow the contact center.VP Operations · captive auto group
At OEP we used to triple-staff. This year we ran flat headcount and Gail handled the surge.Head of Distribution · group benefits
“We’ve seen 300%+ ROI every month — Gail replaced our telemarketers, postcards, and $1,500/month receptionist.”
Jay Boyd · Work Truck InsuranceNot a chatbot with an insurance prompt on top.
Built for the work
- Passed state insurance licensing exams
- Voice, SMS, email, webchat and WhatsApp, in dozens of languages
- Native read-write into Vertafore, Applied Epic, EZLynx and HawkSoft
- Tune the dialect, accent and speed before it ever reaches a client
Honest filter — not for you if
- You’re tech-only insurtech with no licensed force
- You sell exclusively B2B or embedded
- You’re shopping for a generic chatbot
Questions your compliance team will ask.
How does the free month work?
Start with Gail this month and your second month is on us. You pay for month one, month two is free. We scope one workflow with you on the demo call and stand it up, so you get two months of it running for the price of one.
How does Gail handle state-specific licensing and compliance?
Disclosures are rendered per state, and compliance rails are set by state, product and carrier. Gail has passed state insurance licensing exams. Binding conversations hand off to a licensed human.
Can it actually quote, or just collect information?
It connects to your rater and quoting stack — EZLynx, Bold Penguin, Tarmika and 200+ carrier APIs — so it works inside the systems your agents already use.
What’s the implementation timeline with our AMS?
Most customers go live on their first workflow in days, not months. Gail arrives already trained on insurance, so the work is connecting it to your stack rather than teaching it the industry.
How does it handle PII and HIPAA for life and health?
Data stays inside the platform with every action logged. Bring your compliance team to the demo — it’s the question we get most and we’d rather answer it live.
Get a month of Gail free.
Start this month and your second month is on us. Book 20 minutes and we’ll show you one workflow running on your book of business.
Over 200 companies trust Gail to be the first impression of their brand.