AI assistant for finance & insurance
I answer from approved terms and product sheets — limits, exclusions, claim steps — and hand sensitive or investment cases to a person.
Typical pain
Clients get inconsistent advice, and compliance requires every answer to be traceable to an approved document. Call centers are swamped with the same questions about limits and claim reporting.
- Different answers on limits, exclusions, and waiting periods by operator
- Clients call without prepared details — calls drag on
- Investment and complaint cases with no clear escalation
- Product sheets change — website and PDFs aren't synced
What I handle
- Contract and product FAQ with citations
- Limits, exclusions, and waiting periods from product sheets
- Claim reporting steps from approved materials
- Form capture before a call or claims handling
- Policy status via API (where available)
- Escalate to specialist or adjuster with history
Outcomes to expect
Answers cite an approved document — traceable.
Self-serve clears common policy questions without queueing on the line.
Specialists get structured data and the full conversation — not a loose description.
A typical conversation
I verify in approved docs
Answers come from product sheets, policy wording, or FAQ — with a citation. I don't invent terms.
I verify in your system
Via HTTP I check policy status or premium — if a connection is available.
I collect structured data
A form gathers what the next step needs: policy number, incident date, contact.
I escalate sensitive cases
Investments, complaints, disputed claims, or individual discounts go to a specialist.
Concrete scenarios
“What exactly does my policy cover?”
Cited limits and exclusions from the product sheet. If the client needs contract-specific detail, I verify via API or escalate with the policy number.
Reporting a claim
Steps from an approved checklist (with citation) + form (date, description, photos). Ticket in the system via API or handoff to an adjuster.
Investment question or complaint
I don't provide investment advice. I immediately pass to a licensed specialist with the full conversation history.
“What’s the status of my application?”
After identification I check status in the backend via API and summarize the next step. Sensitive details stay on the approved channel.
A client calls about a claim
A client reports a claim by phone. I walk them through the approved checklist, collect the needed details out loud, and open the report — sensitive or disputed cases go straight to a specialist.
A client calls from abroad about coverage
A client traveling abroad needs a quick answer on what their policy covers outside the country. I answer from the current terms with a citation and point to the assistance line if needed.
What it looks like in practice
Concrete examples of conversations with the assistant in this industry.
Answers about product specs and terms with references to approved documents.
Product specifications
Answers about product specs and terms with references to approved documents.
Guides a claim report from the approved checklist and collects required details.
Accident / claim report
Guides a claim report from the approved checklist and collects required details.
Checks the status of a request or claim and summarises the next step.
Request status
Checks the status of a request or claim and summarises the next step.
Orientates the client in the product offer and key differences.
Products overview
Orientates the client in the product offer and key differences.
Explains savings product terms with citations from approved materials.
Savings product terms
Explains savings product terms with citations from approved materials.
Collects basic claim details for a specialist without deciding coverage or compensation.
Insurance claim by phone
Collects basic claim details for a specialist without deciding coverage or compensation.
Product specifications
Answers about product specs and terms with references to approved documents.
Example connections
These are examples of connections supported by your systems. Configure API or MCP tools and assign them to the assistant; knowledge sources and product feeds provide content for answers.
Policy status, premium, coverage validity, policy number
Create claim report, update adjuster status
Approved answers, escalation matrix, product exceptions
Incident details, contact, processing consent
Product sheets, policy wording, and FAQ without stale PDFs
Pass to specialist or adjuster with the full conversation history
Useful knowledge sources
Compliance requires approved sources. Separate “what the product sheet says” (knowledge base) from “what I see for the client” (API). Never put investment content in self-serve without escalation.
- Policy wording, product sheets, and approved FAQ
- Claim reporting and adjustment procedures
- Limits, exclusions, and waiting periods per product
- Escalation rules and playbooks for sensitive cases
Start with your own content
Choose one recurring question type and prepare approved sources. Test answers against real questions, configure human handover, then add actions in connected systems.
Try the finance assistant
Enter your website URL and in minutes you'll see how I answer — with citations to approved materials.
