AI for Insurance, Banking, & Finance

Unlike generic AI tools, Gail is built to suit the needs of your business, your workflows, and your customers.

Gail is available 24/7—by voice, chat, text, email, and WhatsApp—turning every conversation into a chance to sell, engage, and support.

Select a Gail

Gail finds the moments that drive growth and prevent churn—so your team acts first, closes faster, and never misses what matters.
GailGPT gives your team instant access to AI-powered experts—trained on your business and industry—to answer questions, summarize documents, surface insights, and guide the next move.

What Can Gail do?

Most AI tools are built for generic use cases. But Gail was built for the highly specialized world of financial services.


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Answer inbound
phone calls (24/7)

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Marketing (Renewal Campaigns, Upsellings Campaigns, etc.)

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Outbound campaigns (weather advisory, happy birthday, check-ins, etc.).

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Chat with website visitors or WhatsApp users.

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Respond to text messages and emails in real time.

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Qualify leads using customizable flows.


Why Financial Services Choose Gail

HoneyQuote

Freddy Seikaly - HoneyQuote

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.

Farmers

Gerardo Villena - Farmers Insurance

Gail enforces strict data separation between Customers. Information that you provide to inform your agent's behavior, like your knowledge base, unstructured documents, and guides, is stored in your own, private Gail workspace. Anything stored or built within your workspace is never shared with any other company - this space is distinctly your own.

Wyzard

Dustin Wyzard - Wyzard Insurance

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.

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Product Comparison

Product Solutions to Suit Your Business


GailGPT

Your financial services AI assistant


GailGPT gives your team instant access to AI experts—trained on your business and industry—to answer questions, summarize documents, surface insights, and guide the next move.

  • Get expert-level guidance on policies, claims, coverage, and compliance—instantly
  • Extract key takeaways from customer chats, emails, and calls—automatically
  • Turn your team's know-how into searchable, shareable answers.
  • Identify churn risks, upsell potential, and customer trends in real time
  • From policies to loan docs, Gail breaks it down in seconds—so your team doesn't have to

Gail Agent

GailGPT + team of industry-trained AI agents


Conversational AI Agent for sales, marketing, and support to help you sell more and better serve your customers.

  • 24/7 phone support for FAQs, claims, policies, and more
  • Automated customer follow-ups (renewals, birthdays, reminders)
  • Web chat, WhatsApp, and SMS handled instantly
  • From upsells to reminders, Gail handles messaging
  • Conversational flows to screen, score, and route prospects
  • Create agents and scripts from scratch, or deploy instantly with existing Gail templates
  • Speaks 10+ languages with the agent of your choice

*GailGPT will soon be available as a standalone feature—start your free Gail Agent trial today!