What’s included
Grounded, cited answersEvery response draws only from approved documents and systems, with citations back to the source and a confidence threshold that triggers human escalation.
Two audiences, one platformPolicyholder self-service on the outside, agent-assist for service representatives on the inside — same knowledge, different surface.
Core system integrationWired into policy administration, claims, CRM and contact-center systems so answers reflect the live book, not a stale export.
Guardrails and escalationRefusal behavior, coverage-decision boundaries and a clean handoff to a licensed human with full context.
Evaluation suiteA scored test set of real insurance questions runs on every change, so accuracy is measured before it faces a policyholder.
Typical engagement
We begin with discovery to understand your operations, systems, and priorities. We then develop an engagement proposal tailored to your requirements.
01
DiscoveryQuestion types, source documents, coverage-decision boundaries and success metrics inform the engagement proposal.
02
Pilot buildA pilot scoped to your policy and coverage content, integration requirements, and evaluation needs.
03
EvaluationScored against your test set of insurance questions and tuned until it clears the bar.
04
Launch and tuneLive rollout with monitoring, monthly review and continuous improvement.
TailoredScope defined through discovery
100%Answers traced to an approved source
HumanEscalation below confidence threshold