AI Agent for Insurers

Build a production-ready insurance agent in minutes – no code required.

This template combines agentic AI, BPMN processes, and live chat:
The agent understands requests, searches your insurance terms as a source, autonomously triggers relevant tools (e.g., live chat, surveys, application flows), and guides customers through the process to completion.

Highlights

• Agentic, not just generative:
  The agent decides which tool to use and when (knowledge search, process execution, product search, optional web search, MCP tools).
• Knowledge-based answers with sources:
  Uses PDFs/websites (e.g., liability & car insurance terms). Answers are traceable.
• Seamless handover & journeys:
  Hands over to live chat, starts NPS surveys, or leads into the application flow (price calculator & completion) – directly from the conversation.
• Instruction & personality templates:
  Role and tone presets including “Joyful”. Add your own rules in seconds.
• EU hosting & compliance-ready:
  GDPR-compliant, AI Act-aware. Optionally DE-hosted models.

Use Cases (Examples)

• Product & contract information (liability, car, etc.) based on your insurance terms
• Tariff recommendation with transition to price calculator/completion
• Service automation (e.g., callback requests, document notifications)
• Post-answer NPS (“Was this helpful?”)
• Escalation to the live chat team

What’s included in the template?

• Example knowledge sources (dummy liability & car insurance terms)
• Prebuilt tools: knowledge search(es), process execution (live chat, NPS), sample application flow
• AI instruction presets + fields for brand/company context
• Starter UI with selection options (for demo purposes)

Get started in <5 minutes

1. Install the template
2. Choose a model:
   Recommendation: Azure GPT-4.1 Mini (fast & cost-effective). Alternatively, e.g., Mistral Medium or GPT-OSS 120B (EU/DE-hosted, if available).
3. Test & go live:
   Ask questions (e.g., “Are children covered?”) and try the transition to price calculator/completion.