Documents/FAQ Inbound AI Agent
Inbound AI agent for insurance coverage and claims questions across 200+ policy documents (~400 pages each).
Problem
Policy documentation is complex and support teams struggle to answer consistently at scale.
What the agent does
- Explains coverage, claims filing, and policy specifics.
- Handles 200+ policy documents with deep context.
- Delivers consistent responses across channels.
Channels supported
Chat · WhatsApp
System integrations
Connects securely to your systems of record, including CRMs, ETL pipelines, via controlled, policy-based access.
Guardrails & human handoff
Supervision enforces policy accuracy and routes exceptions to experts.
Every interaction is supervised by an AI supervisor that keeps responses on‑policy and escalates when human approval is needed.
Implementation approach
We design the workflow, integrate the tools, and launch a monitored pilot before scaling to full production.
Impact
Approximate impact based on typical deployments. Final results vary by workflow, data quality, and channel mix.
- 10X faster response time
- 10X higher throughput per agent
- 80% – 90% lower manual effort
- 3X - 5X improvement in lead or case handling capacity
Where teams feel the lift
Higher SLA compliance, fewer handoffs, and tighter control over customer communications with supervision baked in.
Implementation timeline
Define workflows, policy constraints, and business outcomes.
Securely connect to systems of record with controlled access.
Launch AI-supervised pilot with real-time monitoring.
Scale across channels with continuous optimization.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.