AI for Israeli insurance agents
Goldy — the AI assistant for insurance and finance agents in Israel
Goldy is AI software for insurance and finance agents in Israel: it transcribes and summarizes every client call in Hebrew, prepares follow-up tasks, and drafts a WhatsApp summary message that the agent reviews and approves before it is sent. It also updates the client file in the Surense CRM automatically, so every call turns into organized next steps instead of paperwork.
This page is in English — the full site is in Hebrew: trygoldy.com
What Goldy does
- Transcribes and summarizes every client call in Hebrew, automatically
- Prepares follow-up tasks after each call
- Drafts a WhatsApp summary message for the client — sent only after the agent approves it
- Updates the client file in the Surense CRM automatically
- Answers free-form questions about your client data, any time
How it works
- 1
Connect within an hour
Quick setup with no IT project — Goldy starts working on your calls right away.
- 2
Goldy learns your style
The more you use it, the more accurate it gets: summaries, drafts, and tone.
- 3
Start saving time
Less paperwork, fewer forgotten leads, more time with clients.
Who it's for
Goldy is built for insurance and finance agents and agencies in Israel. It is designed for the Israeli market from the ground up: it handles Hebrew-language calls, understands Israeli insurance and finance terminology and the local carriers agents work with — such as Migdal, The Phoenix, Harel, Menora Mivtachim, and Clal — and it operates in line with the principles of Israel's Protection of Privacy Law, 5741-1981, including Amendment 13.
Control & privacy
The agent is always in control. Nothing is sent to a client without the agent's explicit approval — Goldy prepares a ready draft, and the agent decides whether to send it, edit it, or discard it. There is no automatic sending, and the agent's data stays theirs.
Frequently asked questions
What is Goldy?
Goldy is an AI assistant for licensed insurance and finance agents in Israel. It records and transcribes client calls in Hebrew, writes a clear professional summary, prepares follow-up tasks, drafts a WhatsApp summary message for the client, and updates the client file in the Surense CRM. Everything is ready the moment the call ends.
Does Goldy work in Hebrew?
Yes. Goldy is built for the Israeli market: it transcribes and summarizes calls in Hebrew and understands Israeli insurance and finance terminology, including the local carriers agents work with, such as Migdal, The Phoenix, Harel, Menora Mivtachim, and Clal.
Does Goldy replace the agent or give financial advice?
No. Goldy is a software tool that assists licensed insurance and finance agents; it does not replace the agent and does not provide insurance or pension advice or marketing. The agent remains responsible for every recommendation, communication, and action with the client, and for meeting licensing and regulatory requirements.
Which CRM does Goldy integrate with?
Goldy integrates with Surense, a CRM used by Israeli insurance agents. After each call, the summary and transcript are saved automatically to the right client file. Other tools agents already use — email, WhatsApp, Excel, calendar, Zoom — can be connected on request.
How do I get a demo?
Book a free intro call at calendly.com/reefnaam/30min or message the team on WhatsApp at +972-54-818-0559. Setup is quick — agents can start working with Goldy the same day, with no IT project.
Guides (in Hebrew)
Goldy's blog publishes in-depth Hebrew guides for Israeli insurance agents — a few highlights:
See Goldy work on your day-to-day
A short intro call, free of charge and with no commitment.