What’s included
Grounded, cited answersRetrieve relevant approved documents and system records, present source references, and route uncertain questions for human review. Evaluate grounding against an agreed test set.
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.
Discovery
Question types, source documents, coverage-decision boundaries and success metrics inform the engagement proposal.
Pilot build
A pilot scoped to your policy and coverage content, integration requirements, and evaluation needs.
Evaluation
Scored against your test set of insurance questions and tuned until it clears the bar.
Launch and tune
Live rollout with monitoring, monthly review and continuous improvement.
- Scope defined through discovery
- Tailored
- Answers with approved-source references
- Grounded
- Escalation below confidence threshold
- Human