Agentic AI
Insurance

Policy Consultant Agent — Instant Coverage Resolution

First-call resolution
Query peak absorption
Semantic policy matching

The Challenge

Clients endured long wait times while agents navigated legacy systems searching for policy documents. Hasty manual review caused critical exclusions to go unnoticed. Dense policy conditions had to be interpreted under pressure in real time to confirm coverage.

What We Built

A RAG-based agent automates the complete flow: identifies the client, retrieves their policy and semantically matches the claim against its exact conditions. The agent cites the specific resolution clause from the contract — not a summary, the exact text — for full transparency and compliance audit trail.

Operational Impact

Drastically faster first-call resolution with no hold times. Absorption of query peaks — e.g. post-severe weather — without saturating the contact centre. Improved client trust through transparent, policy-grounded responses.

Technology Used

OpenAI GPT-4
Pinecone
Standards

Secure, accountable delivery.

Recognised standards for information security, quality management and responsible data protection.

ENS Alto certificationENS Alto
ISO/IEC 27001 certificationISO 27001
ISO 9001 certificationISO 9001
GDPR complianceGDPR
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