Rules

We’re excited to share a quick look at Rules, one of the most powerful features in Genfin.

Rules let you automatically review every sales call for script adherence and compliance — no manual listening required.

With just a few clicks, you can set up checks like:

• Did the agent properly verify the customer’s identity?
• Is the agent following the playbook to win the customer's business?
• What competitors are mentioned on the call?

Unlike basic keyword tools, Genfin understands context — so your rules are accurate, reliable, and tailored to your business.

🎥 Watch the video above to see how easy it is to create and manage your own QA rules in Genfin.

Whether you’re in insurance or financial services, Rules help you stay compliant, improve rep performance, and catch issues before they become problems.