Insurance
One governed AI layer for the entire insurance lifecycle
Policy servicing, distribution, and claims - auditable, expert‑governed AI, compliant end to end
Service quality & contact center efficiency
CSAT
FCR
AHT
QA & compliance
After-call work
Distribution performance
Conversion
Active selling time
Compliance consistency
Claims throughput & control
Cycle time
Leakage
Routing accuracy
CX score
THE AGENTIC SHIFT IN INSURANCE
From fragmented processes to governed, decision-aware operations
Move beyond scripted assistance to agentic systems that capture meta-knowledge: how experts reason, review, and govern decisions over time - remaining fully auditable through human‑in‑the‑loop governance.
Improve continuously with auditable learning (expert review → governed memory)
Reduce wrap-up effort via summaries + auto-documentation
Orchestrate workflows end-to-end (e.g., FNOL → settlement)
Service & Contact Center
Context & Pain
High voice volume with heavy human workload
Manual after-call wrap-up + long interaction histories
Knowledge scattered across tools; no unified interaction view
Solutions
Agent assist: answers + auto-summary into the case
Learn with human feedback: corrections become governed SOPs
Scale with governance: automation where appropriate + escalation
Impact:
CX/CSAT
FCR
AHT
After-call work
QA & compliance
Distribution (Agents & Agencies)
Live product, procedure, and policy support for agencies and freelancers
Context & Pain
Complex products and frequent rule changes across lines of business
Knowledge and playbooks distributed across portals, PDFs, and inboxes
High compliance risk at the point of sale (“what to say / not say”)
Solutions
Instant product answers (coverage, exclusions, underwriting rules — with citations)
Guided selling & next steps (quote-to-bind, eligibility, required docs)
Compliance by design (approved wording, disclosures, suitability prompts)
Reasoning‑aware guidance: not just what applies, but why and how to apply it in context
Impact:
Conversion
Active selling time
Compliance consistency
Claims
Multimodal triage for mass claims - humans for the complex tail
Context & Pain
High intake volume across calls, emails, photos, and documents-manual triage slows everything down
Leakage and fraud risk when signals are missed or decisions aren’t consistent
Inconsistent file quality makes handoffs, reviews, and audits harder
Solutions
Multimodal intake + extraction: capture key claim data from calls, emails, photos, and docs
Triage + routing with exceptions: classify, prioritize, and route straight-through where possible; flag anomalies for expert review
Case brief outputs: generate a claim file brief (coverage/policy checks, damage summary, next action) with an auditable trail
Works with Microsoft stack and your core systems
Deploy inside the tools teams already use. Integrate with Microsoft Teams, Dynamics, and Azure, and connect to core insurance systems via APIs/SDKs—so service teams, adjusters, and sales networks don’t switch context
Microsoft Teams
Microsoft Dynamics + Copilot
Microsoft Azure
API & SDK
Enterprise-ready delivery & compliance
Built as a microservice architecture, deployable as SaaS or private cloud, with enterprise-grade security and compliance posture (SOC2 Type II and ISO27001).
Marketplaces & procurement (Azure Marketplace, etc.)
Deployment & architecture (microservices, SaaS or private cloud)
Security & compliance (enterprise-grade security; SOC2 Type II / ISO27001 shown)
Governed memory + human-in-the-loop
AI agents that improve without losing control
When confidence is low, Syllotips involves subject-matter experts; their feedback is learned into governed memory that progressively improves over time—without requiring months of costly knowledge-base build projects. Connect to the sources you already rely on, keep them current, and govern how knowledge becomes approved guidance.
Review & approve
Manual review before deployment
Feedback recording
Corrections captured as training data
Exception handling
Queues for complex queries
Hand-off mechanisms
Escalation to support teams / ITSM / SMEs
See Syllotips across service, distribution, and claims
In one session, we map Syllotips to your workflows and show how governance + governed memory make adoption stick.
