Finance
For insurance agencies, financial advisors, and fintech firms, the AI employee handles policy queries, loan applications, and payment info in a KVKK-compliant way.
Let your AI employee route customer inquiries to the right product.
For insurance agencies, financial advisors, and fintech firms, the AI employee handles policy queries, loan applications, and payment info in a KVKK-compliant way.
Fonify for finance firms
Why finance firms pick Fonify.
Policy and loan pre-qualification
Listens for the customer's insurance or loan need, recommends the right product, and books a slot on a specialist's calendar.
Payments and billing support
Reads live info from the CRM for instalment, card-update, and due-date questions.
Advisor appointments
Books an in-person or video appointment with the right specialist for investment or retirement advice.
KVKK and BDDK compliance
Handles sensitive financial data securely, stores it on KVKK- and BDDK-compliant infrastructure, and never makes unauthorised transfers.
Campaign updates
Explains active loan campaigns and insurance promotions in a consistent way.
Multi-branch coordination
Transfers directly to the nearest branch or agent by region, with no hold time.
What the AI employee does on finance calls.
Fonify captures the vehicle info, quotes estimated prices from partner carriers, and books an intake with an advisor.
The AI employee finds the application in the CRM, shares the current status, and sends a missing-document list if needed.
Verifies the customer, updates the payment date per the contract terms, and emails the confirmation.
Captures claim details and requested photos in a standard format, routes urgently to an adjuster, and opens a follow-up record.
The AI employee checks payment status from CRM, communicates the outstanding balance, provides collection links, and verifies payment through system integration.
The AI employee conducts automated CSAT/NPS survey calls, collects satisfaction data, and sends instant notifications to managers for negative results.
Connects directly to your finance systems.
The AI employee connects to your policy management system, CRM, and payment infrastructure in a KVKK-compliant way.
- Policy management integrations with platforms like SBM, Anadolu, and AXA.
- Lead and customer record sync with Salesforce, HubSpot, and local CRMs.
- Instalment and payment plan queries via bank APIs.
- Contract info and confirmation messages via WhatsApp Business.
Frequently asked questions
Does it know insurance and loan terminology?
Yes, Fonify distinguishes product types such as comprehensive auto, health, life, and home insurance. It explains coverage, premium, and due-date details using rules you define, and uses BDDK and KVKK terminology correctly.
Does it work with the policy management system we already use?
Yes, Fonify connects directly to policy management systems like SBM, Anadolu, and AXA, to CRMs including Salesforce and HubSpot, and to instalment-lookup flows through bank APIs.
Does it hand off large claim files to a human?
Yes, Fonify immediately transfers the call to the relevant adjuster or authorized representative for claims that are high-value, disputed, or suspected of fraud. It keeps handling standard policy and payment questions on its own.
How long does it take to set up our policy and loan products?
Setup is usually completed within a week. Your policy products, loan campaigns, and frequently asked questions get defined, and the CRM connection gets set up. Then the system goes live once test calls confirm everything works.
Note
These sector-specific conversation flows are prepared for you during onboarding. You manage day-to-day usage from the customer panel, and work with the Fonify team whenever you need a new integration or workflow.