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Answering every customer faster, with AI that stays in-house
At an insurance broker, the shared inbox overflows and urgent files get lost. Management has ruled out off-the-shelf AI assistants: it cannot send its clients’ contracts, claims and health data to an external service whose hosting and data use it does not control.
The problem
Response times getting longer, a team overwhelmed by sorting and repetitive replies, and AI that could help but remains ruled out for confidentiality reasons.
Our solution
- 01 Map incoming requests and how they are handled.
- 02 Sort, qualify and route each request automatically to the right person, with urgent files first.
- 03 AI agents deployed in-house, on the broker’s infrastructure or with a host of its choice, that draft replies and file summaries, approved by the team: client data never leaves its perimeter.
Expected outcome
- Faster answers
- A team free for complex cases
- Customers followed up better
- AI used without exposing client data
Illustrative story, inspired by situations we have met in the field. Discuss a similar case