Integrate Brilo Voice AI & Salesforce FSC for Smarter Claims
Log calls, transcripts, and activities into Salesforce FSC while automating next steps.
See in Action
Integrate Brilo Voice AI & Salesforce FSC for Smarter Claims
Log calls, transcripts, and activities into Salesforce FSC while automating next steps.
See in Action
Brilo 2.0
Better Client Journeys
Advance Client Journeys in Salesforce FSC with Voice AI
Advance Client Journeys in Salesforce FSC with Voice AI
Advance Client Journeys in Salesforce FSC with Voice AI
Advance Client Journeys in Salesforce FSC with Voice AI
Brilo AI and Salesforce FSC integrate seamlessly to automate financial services workflows, client updates, and compliance calls.
Brilo AI and Salesforce FSC integrate seamlessly to automate financial services workflows, client updates, and compliance calls.
Compliance‑Ready Logging
Store transcripts and notes alongside records—supporting seamless ai salesforce integration.
Compliance‑Ready Logging
Store transcripts and notes alongside records—supporting seamless ai salesforce integration.
Compliance‑Ready Logging
Store transcripts and notes alongside records—supporting seamless ai salesforce integration.
Compliance‑Ready Logging
Store transcripts and notes alongside records—supporting seamless ai salesforce integration.
Insurance Workflow Sync
Claims and policy updates are written back in real time to relevant FSC objects.
Insurance Workflow Sync
Claims and policy updates are written back in real time to relevant FSC objects.
Insurance Workflow Sync
Claims and policy updates are written back in real time to relevant FSC objects.
Insurance Workflow Sync
Claims and policy updates are written back in real time to relevant FSC objects.
Lead & Case Triage
Qualify inbound interest and open cases with the right metadata for routing.
Lead & Case Triage
Qualify inbound interest and open cases with the right metadata for routing.
Lead & Case Triage
Qualify inbound interest and open cases with the right metadata for routing.
Lead & Case Triage
Qualify inbound interest and open cases with the right metadata for routing.
Brilo 2.0
Compliance Made Simple
Every FSC Conversation Synced with Brilo AI
Every FSC Conversation Synced with Brilo AI
Every FSC Conversation Synced with Brilo AI
Every FSC Conversation Synced with Brilo AI
AI phone agent for Salesforce FSC ensures accurate logs, faster case resolutions, and reduced compliance risks
AI phone agent for Salesforce FSC ensures accurate logs, faster case resolutions, and reduced compliance risks
Brilo 2.0
Voice AI for Smart Operations
Compliance meets automation—without extra clicks.
Compliance meets automation—without extra clicks.
Compliance meets automation—without extra clicks.
Compliance meets automation—without extra clicks.
With salesforce ai integration and strong audit trails, teams move faster and pass reviews confidently.
With salesforce ai integration and strong audit trails, teams move faster and pass reviews confidently.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Insurance
Guidewire
Connect claim records to CRM activities.
Insurance
Duck Creek
Align policy service with client journeys.
Insurance
One Inc
Tie payments to milestones and outreach.
Insurance
Slack
Notify advisors of time‑sensitive tasks.
Brilo 2.0
Setup, automation, compliance, and workflow syncing—answered.
Salesforce FSC + Brilo AI: Frequently Asked Questions
Salesforce FSC + Brilo AI: Frequently Asked Questions
Salesforce FSC + Brilo AI: Frequently Asked Questions
Explore how AI phone agents work with your platform to cut manual work and speed responses.
Explore how AI phone agents work with your platform to cut manual work and speed responses.
Explore how AI phone agents work with your platform to cut manual work and speed responses.
How does Brilo AI voice agents integrate with Salesforce FSC?
How does Brilo AI voice agents integrate with Salesforce FSC?
How does Brilo AI voice agents integrate with Salesforce FSC?
How does Brilo AI voice agents integrate with Salesforce FSC?
Can Brilo AI automate compliance logging in Salesforce FSC?
Can Brilo AI automate compliance logging in Salesforce FSC?
Can Brilo AI automate compliance logging in Salesforce FSC?
Can Brilo AI automate compliance logging in Salesforce FSC?
Does Brilo AI help financial advisors manage workloads in Salesforce FSC?
Does Brilo AI help financial advisors manage workloads in Salesforce FSC?
Does Brilo AI help financial advisors manage workloads in Salesforce FSC?
Does Brilo AI help financial advisors manage workloads in Salesforce FSC?
Can Brilo AI voice assistant improve lead capture in Salesforce FSC?
Can Brilo AI voice assistant improve lead capture in Salesforce FSC?
Can Brilo AI voice assistant improve lead capture in Salesforce FSC?
Can Brilo AI voice assistant improve lead capture in Salesforce FSC?
Is Brilo AI secure for handling sensitive financial data in Salesforce FSC?
Is Brilo AI secure for handling sensitive financial data in Salesforce FSC?
Is Brilo AI secure for handling sensitive financial data in Salesforce FSC?
Is Brilo AI secure for handling sensitive financial data in Salesforce FSC?
Can Brilo AI automate scheduling follow-ups in Salesforce FSC?
Can Brilo AI automate scheduling follow-ups in Salesforce FSC?
Can Brilo AI automate scheduling follow-ups in Salesforce FSC?
Can Brilo AI automate scheduling follow-ups in Salesforce FSC?
How does Brilo AI support relationship management in Salesforce FSC?
How does Brilo AI support relationship management in Salesforce FSC?
How does Brilo AI support relationship management in Salesforce FSC?
How does Brilo AI support relationship management in Salesforce FSC?
Can Brilo AI reduce operational costs in Salesforce FSC?
Can Brilo AI reduce operational costs in Salesforce FSC?
Can Brilo AI reduce operational costs in Salesforce FSC?
Can Brilo AI reduce operational costs in Salesforce FSC?
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
