Policy Explanation Agent
Explains to customers in plain language what their policy covers, quoting the relevant section.
The challenge
People wait in queues for answers and simple requests, and staff spend their day repeating the same information.
How it works
- 1Someone gets in touch by phone or chat.
- 2The agent works out who they are and what they need, and asks if anything is unclear.
- 3It finds the right information in your data.
- 4It completes the request in your system, after confirming with the person.
- 5If a member of staff is needed, it hands over with the full conversation.
Your people stay in control
The agent confirms before it changes anything, and hands over to a member of staff whenever a request is outside what it is allowed to do.
Systems we work with in Insurance
- Policy administration
- Claims management
- Rating engines
- Broker portals and bordereaux
- Third-party data such as weather, vehicle and property
How we measure success
- How many requests are resolved without a handover
- How satisfied people are afterwards
- How long people wait
Kind of work
Conversations. The agent talks with people by phone or chat, answers their questions and completes their requests.
More in Insurance
New Claim Intake AgentTakes a new claim in one conversation, gathers the evidence and sends it to the right handler.Insurance Agent AssistantHelps insurance salespeople quote, issue and service policies across your products.Renewals Management AgentManages policy renewals: recalculates the price, contacts customers and works to keep them.Online Insurance Quote AgentGives customers an insurance quote through a natural conversation in place of a long form.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.