Fini for Insurance

AI support built for the rules insurance runs on.

Fini answers policy questions, takes FNOL, shares claims status, and handles billing changes across voice, chat, and email. 90% resolution, 99% accuracy, every step logged.

Customer · speaking
I'dliketoaddasecondcardtomyaccount.
0%

Resolution Rate

0%

Accuracy Rate

0+

Supported Languages

0M+

Monthly RESOLUTIONS

Fini for Insurance

AI support built for the rules insurance runs on.

Fini answers policy questions, takes FNOL, shares claims status, and handles billing changes across voice, chat, and email. 90% resolution, 99% accuracy, every step logged.

0%

Resolution

Rate

0%

Accuracy

Rate

0+

Supported

Languages

0M+

Monthly

RESOLUTIONS

Customer · speaking
I'dliketoaddasecondcardtomyaccount.

Trusted by teams where compliance is non-negotiable

Trusted by teams where compliance is non-negotiable

Use Cases

The tickets that fill insurance queues, handled inside your rules.

Fini verifies the policyholder, reads your approved policy documents, takes the action your rules allow, and logs every step. Coverage and claims decisions stay with your team.

Claims status and FNOL intake

Verify the policyholder, capture first notice of loss with dates, photos, and details, and open the claim in your system.

Share live claims status and hand off to an adjuster with full context. Fini never makes the claims decision.

Policy and coverage questions

Answer deductible, limit, and coverage questions from your approved policy documents, with the section cited.

When a question needs a coverage decision, route it to your team with the conversation and sources attached.

Cancellations, refunds, and billing

Process cancellations, refunds, and payment-date changes through your own APIs, inside the rules you set.

Explain premiums, fees, and failed payments, and escalate anything outside your rules to your team.

Fini
Fini
READY
A tree fell on my garage in last night's storm. How do I start a claim?
Your claim is open. I logged the date, photos, and details, and sent everything to the claims team. An adjuster will contact you to review it.
CLAIM OPENED·CASE #CL-4471·ROUTED TO ADJUSTER
policy.verify
Identity · policy on file
queued
policy.lookup
Policy admin system
queued
fnol.capture
Date · photos · description
queued
claim.handoff
Claims system · handoff
queued

And plenty more it handles without breaking stride.

ID cards and documents

Send ID cards, declarations pages, and policy documents on request.

Quotes and new business

Answer product questions and route quote requests.

Policy changes

Update addresses, vehicles, drivers, and payees within your rules.

Premiums and fees

Explain premiums, fees, and renewal changes in any language.

Refund tracking

Track premium refunds and confirm when they are issued.

Renewals

Answer renewal dates, terms, and changes on file.

Payments and billing

Handle payment plans, billing dates, and failed payments.

Escalations and complaints

Hand complaints and sensitive cases to your team with full context.

Get started · No per-seat fees

$0.49 per resolution

90-Day Money-Back Guarantee: 90% resolution in 90 days, or you pay $0 (eligibility applies). Send 1,000 real tickets and see the results on your own data.

RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE ·RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE ·FINI90%90%90%RESOLUTION IN 90 DAYSRESOLUTION IN 90 DAYS

Get started · No per-seat fees

$0.49 per resolution

90-Day Money-Back Guarantee: 90% resolution in 90 days, or you pay $0 (eligibility applies). Send 1,000 real tickets and see the results on your own data.

RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE ·RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE · OR YOU PAY NOTHING · RESOLUTION GUARANTEE ·FINI90%90%90%RESOLUTION IN 90 DAYSRESOLUTION IN 90 DAYS

Loved by Enterprises

Why insurance teams choose Fini

Generic AI agents

Fini logo

Fini

Fini

Resolution rate

30-50%, mostly deflection

90% resolved end to end

Answer accuracy

Varies; spot-checked manually

99% accuracy, measured by human review of conversations

What it can do

Answers questions

FNOL intake, claims status, cancellations, refunds; inside your rules

Identity check before sensitive actions

Email match, if anything

Policyholder verified before any policy change

When the model is unsure

Guesses, or loops the customer

Escalates to your team with the full context

Data protection & PII

Shared infrastructure

Built-in PII redaction, SOC 2 Type II, ISO 27001:2022

Audit trail

Chat transcripts

Every step logged: document cited, rule applied, action taken

Time to go live

Months

Fully live in 14 days, autonomous in 30

Coverage and claims decisions

No clear boundary

Stay with your team; Fini routes, never decides

Same ticket, two endings.

Everything in the Fini column is live today, across 3M+ resolutions a month.

Integrations

Works alongside your existing stack.

Works alongside your existing stack.

Your support org runs on multiple tools. Fini layers on top, deploy alongside your helpdesk, your CRM, and your internal tools without migration risk.

Your support org runs on multiple tools. Fini layers on top, deploy alongside your helpdesk, your CRM, and your internal tools without migration risk.

Fully autonomous in 30 days.

Deploy anywhere in 2 mins, fully live in 14 days and fully autonomous in 30 days. No migration project.

Day 1

Day 14

Day 30

01

Knowledge Agent Live

Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.

02

Agentic Workflows

Connect backend systems - billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.

03

Full Autonomy. Zero Maintenance.

Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 90% of volume at 99% accuracy, and keeps improving without you touching it.

Fully autonomous in 30 days.

Deploy anywhere in 2 mins, fully live in 14 days and fully autonomous in 30 days. No migration project.

Day 1

Day 14

Day 30

Day 01

Knowledge Agent Live

Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.

Day 14

Agentic Workflows

Connect backend systems - billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.

Day 30

Full Autonomy. Zero Maintenance.

Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 90% of volume at 99% accuracy, and keeps improving without you touching it.

Day 1

Day 14

Day 30

Day 01

Knowledge Agent Live

Connect your helpdesk, ingest your knowledge base, and deploy a working AI agent that resolves FAQ-level queries immediately. No code required.

Day 14

Agentic Workflows

Connect backend systems - billing, CRM, internal tools. Fini starts taking real actions: processing refunds, updating accounts, pulling customer data.

Day 30

Full Autonomy. Zero Maintenance.

Self-learning active. Knowledge gaps auto-detected. Voice, chat, and email unified. Fini handles 90% of volume at 99% accuracy, and keeps improving without you touching it.

Compliance First

Secure by design

Built with security and compliance embedded at every
layer to protect policyholder data.

Built with security and compliance embedded at every layer to protect policyholder data.

AICPA SOC 2 badge

SOC 2 Type II

PCI DSS compliant badge

PCI DSS Level 1

ISO certification badge

ISO 27001:2022

EU / GDPR compliance badge

GDPR

HIPAA-compliant · BAA-eligible

Fingerprint security icon

Data Encryption

Insurance support questions, answered

Insurance support questions, answered

Can Fini answer policy and coverage questions?

Yes. Fini answers deductible, limit, and coverage questions from your approved policy documents and cites the section it used. It does not make coverage decisions. When a question needs one, Fini routes it to your team with the conversation and sources attached.

Does Fini handle claims and FNOL?

Fini takes first notice of loss, including dates, photos, and details, opens the claim in your system, and shares claims status from your claims platform. Claims decisions stay with your adjusters, and Fini hands off with full context.

Can Fini process cancellations, refunds, and billing changes?

Yes. Fini makes these changes through your own APIs and only inside the rules you set, such as notice periods and refund rules. Anything outside those rules is escalated to your team.

Is there an audit trail of what Fini does?

Yes. Every step is logged: the documents cited, the rules applied, and the actions taken. Your compliance team can review any conversation end to end, and built-in PII redaction protects policyholder data.

Does Fini cover the NAIC AI model bulletin?

Fini does not certify compliance with the NAIC bulletin or any insurance regulation. It gives you the controls: an audit trail of every step, deterministic rules for actions, and human escalation. Your team decides how they fit your compliance program. Fini is SOC 2 Type II, ISO 27001:2022 and PCI DSS Level 1 certified, HIPAA-compliant and BAA-eligible, and supports GDPR and CCPA.

How fast can we go live, and what does it cost?

Deploy anywhere in 2 mins, fully live in 14 days and fully autonomous in 30 days, on top of helpdesks like Zendesk, Intercom, Salesforce, and Freshdesk. Pricing starts at $0.49 per resolution with no per-seat fees, backed by the 90-Day Money-Back Guarantee: 90% resolution in 90 days, or you pay $0 (eligibility applies).

Use Cases

The tickets that fill insurance queues, handled inside your rules.

Fini verifies the policyholder, reads your approved policy documents, takes the action your rules allow, and logs every step. Coverage and claims decisions stay with your team.

Claims status and FNOL intake

Verify the policyholder, capture first notice of loss with dates, photos, and details, and open the claim in your system.

Share live claims status and hand off to an adjuster with full context. Fini never makes the claims decision.

Policy and coverage questions

Answer deductible, limit, and coverage questions from your approved policy documents, with the section cited.

When a question needs a coverage decision, route it to your team with the conversation and sources attached.

Cancellations, refunds, and billing

Process cancellations, refunds, and payment-date changes through your own APIs, inside the rules you set.

Explain premiums, fees, and failed payments, and escalate anything outside your rules to your team.

Claims status and FNOL intake

Verify the policyholder, capture first notice of loss with dates, photos, and details, and open the claim in your system.

Share live claims status and hand off to an adjuster with full context. Fini never makes the claims decision.

Fini
Fini
READY
A tree fell on my garage in last night's storm. How do I start a claim?
Your claim is open. I logged the date, photos, and details, and sent everything to the claims team. An adjuster will contact you to review it.
CLAIM OPENED·CASE #CL-4471·ROUTED TO ADJUSTER
policy.verify
Identity · policy on file
queued
policy.lookup
Policy admin system
queued
fnol.capture
Date · photos · description
queued
claim.handoff
Claims system · handoff
queued

Policy and coverage questions

Answer deductible, limit, and coverage questions from your approved policy documents, with the section cited.

When a question needs a coverage decision, route it to your team with the conversation and sources attached.

Fini
Fini
READY
Does my renters policy cover a laptop stolen while I'm traveling?
Your policy's personal property section covers items away from home, subject to your deductible and limits. I've linked the exact wording. If you file a claim, the claims team confirms the outcome.
CITED: POLICY WORDING·AUDIT LOG SAVED·CLAIM DECISION: YOUR TEAM
policy.verify
Identity · policy on file
queued
docs.retrieve
Approved policy documents
queued
clause.match
Personal property · off-premises
queued
decision.guard
Escalation rule · logged
queued

Cancellations, refunds, and billing

Process cancellations, refunds, and payment-date changes through your own APIs, inside the rules you set.

Explain premiums, fees, and failed payments, and escalate anything outside your rules to your team.

Fini
Fini
READY
I sold my car. Can you cancel my auto policy and refund the unused premium?
Done. Your auto policy is cancelled from today under your carrier's rules, and the unused premium refund has been submitted to your card on file. A confirmation email is on its way.
POLICY CANCELLED·REFUND SUBMITTED·AUDIT LOG SAVED
policy.verify
Identity · policy on file
queued
billing.lookup
Billing system · term to date
queued
rules.check
Carrier rules · notice period
queued
policy.cancel
Carrier API · logged
queued
Fini
Fini
READY
A tree fell on my garage in last night's storm. How do I start a claim?
Your claim is open. I logged the date, photos, and details, and sent everything to the claims team. An adjuster will contact you to review it.
CLAIM OPENED·CASE #CL-4471·ROUTED TO ADJUSTER
policy.verify
Identity · policy on file
queued
policy.lookup
Policy admin system
queued
fnol.capture
Date · photos · description
queued
claim.handoff
Claims system · handoff
queued

And plenty more it handles without breaking stride.

ID cards and documents

Send ID cards, declarations pages, and policy documents on request.

Quotes and new business

Answer product questions and route quote requests.

Policy changes

Update addresses, vehicles, drivers, and payees within your rules.

Premiums and fees

Explain premiums, fees, and renewal changes in any language.

Refund tracking

Track premium refunds and confirm when they are issued.

Renewals

Answer renewal dates, terms, and changes on file.

Payments and billing

Handle payment plans, billing dates, and failed payments.

Escalations and complaints

Hand complaints and sensitive cases to your team with full context.

Loved by Enterprises

Why insurance teams choose Fini

Generic AI agents

Fini logo

Fini

Resolution rate

30-50%, mostly deflection

30-50%, mostly deflection

90% resolved end to end

90% resolved end to end

Answer accuracy

Varies; spot-checked manually

Varies; spot-checked manually

99% accuracy, measured by human review of conversations

99% accuracy, measured by human review of conversations

What it can do

Answers questions

Answers questions

FNOL intake, claims status, cancellations, refunds; inside your rules

FNOL intake, claims status, cancellations, refunds; inside your rules

Identity check before sensitive actions

Email match, if anything

Email match, if anything

Policyholder verified before any policy change

Policyholder verified before any policy change

When the model is unsure

Guesses, or loops the customer

Guesses, or loops the customer

Escalates to your team with the full context

Escalates to your team with the full context

Data protection & PII

Shared infrastructure

Shared infrastructure

Built-in PII redaction, SOC 2 Type II, ISO 27001:2022

Built-in PII redaction, SOC 2 Type II, ISO 27001:2022

Audit trail

Chat transcripts

Chat transcripts

Every step logged: document cited, rule applied, action taken

Every step logged: document cited, rule applied, action taken

Time to go live

Months

Months

Fully live in 14 days, autonomous in 30

Fully live in 14 days, autonomous in 30

Coverage and claims decisions

No clear boundary

No clear boundary

Stay with your team; Fini routes, never decides

Stay with your team; Fini routes, never decides

Same ticket, two endings.

Everything in the Fini column is live today, across 3M+ resolutions a month.

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