AI Agent for Insurance: Policy Q&A & Claims Support
Reduce call volume with AI that answers policy questions and supports claims inquiries 24/7. Train on your approved materials with role-based access control. Secure infrastructure, zero data sharing.
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Great for
Includes
Grounded answers
from your documents
Keep responses aligned with the policies and materials your team maintains.
Docs and spreadsheets
Use PDFs and spreadsheets as source material.
Knowledge base
Connect websites, docs, media, and structured sources.
Scope control
Keep data isolated per workspace and agent.
Roles
Assign access so the right people manage the right agents.
Deflect what you can
handoff what you must
Reduce volume while keeping trust with human handoffs when needed.
Support deflection
Answer common questions quickly from your sources.
Request a human
Escalate when a human needs to take over.
Workflow tools
Connect support workflows when needed.
Visibility
See what people ask and improve coverage over time.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Fewer repetitive questions across channels
- Faster answers grounded in your sources
- Cleaner handoffs when humans take over
- Visibility into what people ask most