AI for Insurance, Banking, & Finance
Unlike generic AI tools, Gail is built to suit the needs of your business, your workflows, and your customers.
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.
Answer inbound
phone calls (24/7)
Marketing (Renewal Campaigns, Upsellings Campaigns, etc.)
Outbound campaigns (weather advisory, happy birthday, check-ins, etc.).
Chat with website visitors or WhatsApp users.
Respond to text messages and emails in real time.
Qualify leads using customizable flows.
Answer inbound
phone calls (24/7)
Marketing (Renewal Campaigns, Upsellings Campaigns, etc.)
Outbound campaigns (weather advisory, happy birthday, check-ins, etc.).
Chat with website visitors or WhatsApp users.
Respond to text messages and emails in real time.
Qualify leads using customizable flows.
Why Financial Services Choose Gail
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.
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.
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.

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!