AI assistant for insurance policy details

Last week Wesley tried to renew his car insurance. He thought it’d take 10 minutes. It took 2 days, 3 back-and-forth calls, and an email thread with someone who had to “check with another team.” All they needed was his policy details to send a quote, and a payment link. The rep was polite, but the process was broken. Not the tech itself, but the glue work between systems, approvals, and processes. The hidden cost in insurance isn’t just fraud, it’s friction. That’s where CozmoX AI (YC W22) AI comes in. We’ve built Voice AI Employees that own it end to end for insurance companies. Here’s how it plays out technically for top insurers: 1. Caller Interaction (Telephony Layer) We integrate natively with SIP or cloud telephony (Twilio, Genesys, Avaya, etc.) to receive inbound or make outbound calls. Our AI Employee answers instantly with natural-sounding speech, no IVR menus. 2. Intent Recognition (NLP Layer) Using deep context windowing (vLLM + custom NLU), we detect whether the caller wants to file a claim, ask about a policy, or renew—no rigid keyword matching needed. 3. Contextual Memory (Session + External Memory Layer) Our AI Employee remembers. It pulls customer info live from CRMs (Salesforce, etc.), policy systems, or claims platforms (Guidewire, Duck Creek) via secure APIs. 4. Action Execution (RPA/API Layer) Once intent is confirmed, the AI triggers backend actions: Files FNOL Fetches policy docs Updates payment status Starts renewal workflows All done via REST/SOAP APIs or RPA if systems are legacy. 5. Real-Time CRM Sync (Logging Layer) Everything is logged: transcript, summary, outcome, next steps compliance ready and analytics-friendly. This isn’t a chatbot with a voice. It’s a full-stack operational AI built for regulated, high-stakes, high-volume industries like insurance. And the impact with an insurance aggregator we are working with - 80–90% automation of inbound/outbound calls - 50% drop in average handling time - 2x boost in customer satisfaction - Full traceability with structured logs + consent capture We’re not replacing people. We’re removing the repetitive glue work that stops them from working at the top of their license. If your team is still stitching together CRMs, call scripts, and manual workflows - we should definitely talk.

Excited to share the successful launch of a GenAI project we began in late 2023, during the early days of enterprise generative AI adoption. Despite numerous challenges along the way, our persistence and collaborative effort led to an innovative solution. Working alongside the exceptional Verisk team (Sundeep Sardana, Malolan Raman, Maitri Shah) and my Amazon Web Services (AWS) colleagues Alex Oppenheim ☁️ and Tarik Makota we were able to bring this vision to life. We built Verisk's new generative AI-powered companion for their Mozart insurance policy management platform. This solution transforms the policy review process, reducing what traditionally took days or weeks into just minutes by intelligently comparing and summarizing policy document changes. Want to dive deeper into our journey? Check out our detailed blog post covering the architecture, challenges, and key learnings: https://lnkd.in/dnTrnGpz #GenerativeAI #AWS #Innovation #InsurTech #CloudComputing

Insurance paperwork doesn’t have to be a bottleneck—AI is redefining how we manage it. This guide reveals how AI Agents can transform your insurance operations: • Extract data from diverse document formats • Validate information automatically • Classify and organize documents intelligently • Streamline repetitive workflows Discover real-world examples of how AI automates claims processing, policy issuance, and compliance reporting - slashing processing times from days to hours. Learn about the key benefits: - Boost efficiency and productivity - Improve data accuracy - Accelerate turnaround times - Scale operations effortlessly - Ensure compliance and audit-readiness We also cover implementation challenges and how to overcome them. Ready to transform your insurance document processes? Get the full guide here: https://lnkd.in/eAWuMmUb See how our AI Agents can reduce costs, speed up operations, and delight your customers. The future of insurance is automated - don't get left behind.