Live in production
CRM for insurance and pension agencies
From lead to signature.Without switching systems.
Leads, WhatsApp, forms and e-signing, pension clearing house and Har HaBituach, call recordings and operations — with an AI team inside that explains, analyses and suggests. You approve.
Demo — an illustration of the process
What already runs in production
client records managed in agencies' CRM
pension products synced across those records
real clearing-house files tested in the PII defence
Financi production figures, rounded down
- 0
modules, one client card
- 0
MCP tools for ChatGPT and Claude
- 0
topics Asi answers on
- 0
years of lock on the signing ledger
The six modules
- CRM & processes
- Forms & e-signing
- Clearing house & Har HaBituach
- Operations (Ops)
- Recordings & transcription
Safeguards built into the system, not added on top
Four engineering decisions you can lean on when you work with client data.
A signature where any change shows
An AWS KMS asymmetric signature over the PDF, and a WORM ledger with a 7-year object lock. A change to the document is detectable.
The AI never writes numbers
Keren only names which figure she means, and the system shows it from the same source. A language model phrases; the facts stay the system's.
A human approves every field
Rafi proposes values for fields in a process. Nothing is written without your approval, and there's undo.
Privacy in three layers
An allowlist of fields, tests over thousands of real clearing-house files, and an egress scanner that redacts rather than fails.
Financi at a glance
Financi is a CRM for insurance and pension agencies, by Shavve. It brings leads, WhatsApp, forms and e-signing, the pension clearing house and Har HaBituach, call recordings and operations into one place, with an AI team inside that explains, analyses and suggests, and you approve.
- What it is
- A CRM for insurance and pension agencies, by Shavve. It runs in production and carries agencies' daily work.
- Who it is for
- Insurance and pension agencies, their agents, and the operators who work with them.
- What is inside
- Six modules on one client card: CRM and processes, WhatsApp, forms and e-signing, clearing house and Har HaBituach, operations (Ops), recordings and transcription.
- Forms and e-signing
- The customer fills in and signs with a finger on a phone, with no login and no app. A signed PDF comes back with an AWS KMS seal and a 7-year WORM ledger.
- AI team
- Asi, Keren and Rafi work inside the CRM. The AI never writes numbers, and a human approves every field the AI writes.
- Connections
- The pension clearing house and Har HaBituach, WhatsApp, your PBX, and ChatGPT and Claude through MCP with an OAuth sign-in.
- Data and access
- CRM and Ops on the same database, role-based permissions, and a data processing addendum (DPA) published on the site.
- Language
- Hebrew-first, right-to-left. The site and the product are also available in English.
From first lead to a signed document, in a pipeline you can see
Leads arrive from everywhere, move through clear stages and end at a signed document. You see where each one stands, and who needs to move.
Pick a stage to light it up
A visual illustration. The particles are not clients and not data.
One system for the agency's whole day
Everything an agent and an operator do — in one place, with the same client on every screen.
Drag a card between stages
Leads, customers, policies, processes and tasks — with commissions, calendar and role-based permissions.
Visual illustration — not customer data
Pick an area to see an example
Pension· Example items in a client file
Demo- Pension fundUp to date
- Provident fundUp to date
- Study fundNeeds update
Your entire book, in one living view
Every client and every asset they hold — pensions, insurance, investments, real estate — connected to one core. Financi keeps the whole picture live, so nothing slips through the cracks.
Every client connected
Each client orbits your practice with their full financial graph attached — no more scattered spreadsheets.
All assets, one place
Pension (Mislaka), insurance (Har HaBituach), investments and real estate aggregate per client, automatically.
Gaps surface on their own
Coverage holes and stale data light up across your whole book — before the client ever has to ask.
A digital team inside the CRM
Three characters, three jobs — not one bot in three colours.
״What does this client hold, and how does it compare to the market?״
Works on one client at a time. "Keren noticed" shows rule-based findings, and "Keren on…" gives a two-sentence brief before a meeting.
Demo
The digital team at work
Who is doing what right now, and what is waiting for your approval
- AsiFinanci assistantFinding the right screen…
- KerenPortfolio analystSumming up in two sentences…
- RafiProcess assistantReading the process notes…
Queued0
Working2
Needs you1
Done2
Demo: example tasks, not client data
We banned our own AI from writing numbers
Keren rephrased real figures — and a language model that rephrases drifts. Today she only names which figure she means, and the system shows it from exactly the same source.
| Figure | What Keren wrote | What the system shows |
|---|---|---|
| Year-to-date return | 6.78% / 6.15% | 6.93% |
| 3-year return | 42.11% | 45.49% |
| 5-year return | 46.8% | 48.97% |
The AI phrases. The system owns the facts.
From a link to a sealed PDF
No login, no app. The customer gets a link, and you get a signed document where any change is detectable.
Current step 1/6Link by SMS
AI Magic: PDF field mapping
Point it at a blank insurer form in Hebrew and it maps the fields — even on scanned documents that aren't fillable.
Your CRM inside ChatGPT and Claude
Connect with a regular OAuth sign-in and they work inside your book — with the permissions you grant. 19 tools: leads, production, referrals and information-order links.
Add a connector
Claude: Customize → Connectors
ChatGPT: Apps → Developer modePaste the address
and choose OAuth sign-in.
Sign in and approve
The Financi sign-in screen — pick which permissions to grant.
Server address
Disconnect in one click: delete the app under Developer API.
Example permissions, tap to allow or block
Tools: list_leads
An illustration of the flow. Actual tools depend on the permissions you grant.
Pricing that fits the agency's size
Monthly prices, VAT included. Move a slider and the price updates.
Storage: a warning at 90%, uploads blocked at 100% — never an automatic charge.
Total per month
₪300
Total per month: ₪300 · Pro
First 6 months · then ₪1,000
- Storage 50 GBincluded
- API & MCP calls 1,000included
- AI credits 500included
- Seats up to 5 seats₪300
Ops connection included
Book a demoYou can also buy one-time banks of calls and AI credits. They never expire, and they're used after the monthly allowance.
All prices include VAT. · More than 25 seats? We'll write a quote.
Customer Stories
See what our customers are saying about their experience
Financi completely changed how I work. The clearing-house and Har HaBituach connection saves me hours every week. Now I can focus on advising, not on assembling data.
Questions worth asking
11 questions found
Insurance and pension agencies, their agents, and the operators who work with them.
Yes. Financi runs in production and carries agencies' daily work.
The pension clearing house and Har HaBituach (order and pull pension and insurance data), WhatsApp (a shared team inbox), your PBX (calls are ingested, matched to the customer and transcribed), and ChatGPT and Claude through MCP with an OAuth sign-in.
No. The customer gets a link, fills in and signs with a finger on their phone, with no login and no app. A signed, sealed PDF comes back to you.
The AI inside a customer file works on pre-defined fields only. The defence has three layers: an allowlist of fields, tests over thousands of real clearing-house files, and an egress scanner that redacts rather than fails.
That's why Keren doesn't write numbers, and Rafi doesn't write to a field without your approval. The AI phrases, and the system owns the facts.
Financi processes client data on the agency's behalf, as set out in the data processing addendum (DPA) published on this site. Read the addendum
Permissions are role-based: everyone on the team sees what the role you gave them allows. When you hand a process to an operations team, the operator works on it directly in the same database, not on a copy sent along. A ChatGPT or Claude connection works only with the permissions you approve, and you can disconnect in one click.
Book a demo, walk through the system with your team, and match the plan to the agency's size.
It's a common starting point. In the demo we'll look at where your data lives today (Excel, another system, a clearing-house file) and walk through what can be brought over and how. We don't promise a migration before we've seen the data.
Premium from ₪250 a month. Pro is ₪300 for the first six months, then ₪1,000. All prices include VAT, and you can add seats, storage, calls and AI credits.
Didn't find what you were looking for?
Write to usLearn more
Guides and articles for insurance and pension agencies, in Hebrew and English.
How to Choose a CRM for an Insurance Agency: Buyer's Guide, Checklist and Comparison
A buyer's guide for insurance and pension agencies: criteria, demo questions, and a fair picture of spreadsheets, generic CRMs and insurance-specific systems, sourced from the vendors' own sites.
ReadA Shared WhatsApp Business Inbox for an Insurance Agency Team: How to Do It Right
From personal phones to a shared inbox: assignment rules, templates, response hours, document requests, marketing consent and metrics. A practical guide for the team of an insurance and pension agency.
ReadHow to Cut Lead Response Time in an Insurance Agency: Measurement, Routing and a Routine
Not just “answer faster”: how to measure response time, route leads, handle after-hours leads, and build a weekly routine that shortens it. With a free calculation model.
Read
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You see it on your agency
We go through the system with your team, not a generic tour.
Matched to your agency's size
At the end of the demo we match the plan to your agency.
