retrieval Agent

Policy Agent

Answers questions about coverage, exclusions, and endorsements by reading policy documents and related guidelines

Time Saved

50% faster policy inquiries

Annual Savings

$65K+

FTE Equivalent

1+

ROI Timeline

3-6 months

Process Architecture

End-to-End Workflow Automation

1

Query Understanding

Automated

Analyzes user question and identifies policy context

3 seconds
2

Policy Document Search

Automated

Searches relevant policy sections and endorsements

5 seconds
3

Coverage Analysis

Automated

Extracts relevant clauses and interprets coverage terms

10 seconds
4

Response Generation

Automated

Provides clear answer with policy references

5 seconds

Process Efficiency

Automation Level100%

4

Automated Steps

0

Review Points

Agent Capabilities

Searches and retrieves relevant information from various data sources

24/7 autonomous operation
Self-learning algorithms
Multi-system orchestration
Explainable AI decisions
Complete audit trails

Technical Details

Enterprise Architecture & Integration

System Integrations

  • Policy Administration Systems
  • Document Management
  • CRM

Data Sources

  • Policy Documents
  • Coverage Guidelines
  • Endorsements
  • Exclusions Database

Prerequisites

  • Policy Document Repository
  • Search Infrastructure
  • NLP Capabilities

Deployment Options

Choose the deployment model that best fits your security and infrastructure requirements

Cloud Deployment

Multi-tenant SaaS on AWS/Azure/GCP

Auto-scaling
Global CDN
Managed updates
99.9% SLA

Private Cloud

Dedicated instance in your VPC

Isolated environment
Custom configuration
Direct DB access
Enhanced security

On-Premises

Deploy in your data center

Complete control
Air-gapped option
Custom integration
Full data sovereignty

Ready to Deploy Policy Agent?

Join industry leaders transforming their Customer Support & Experience operations with autonomous AI

4-6 weeks deployment • No infrastructure changes • Cancel anytime