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Insurance · Sample

A document Q&A assistant for a policy team

An internal assistant that answers questions from thousands of policy documents and cites the exact clause.

ClientInsurance provider
Timeline6 weeks
ServicesAI agents · Data & databases
8,000+
documents searchable
90%
answers with correct citation (eval set)
3×
faster coverage checks

The challenge

Underwriters searched through thousands of PDFs to answer coverage questions, and answers varied depending on who looked.

What we built

We built a secure retrieval-augmented assistant over the policy library, with clause-level citations, access controls by team, and an evaluation set to track answer quality over time.

The outcome

Underwriters get consistent, cited answers in seconds, and new joiners ramp up faster.