Real-Time Agent Assist for Insurance demo
While the customer talks: the policy's whole story on one timeline, any coverage question answered from their own forms, and the call notes written. 1:15
What the demo shows
A contact center solution that shows the policy's history and answers coverage questions live.
Six agents listen to the service call: the policy's story lights up on a timeline as each question is asked, every answer comes with the clause from the customer's own form, and a life event the caller mentions, such as a new boat, brings a card with the gap and the eligibility already checked. The representative speaks and decides; the notes and follow-ups are written for them to confirm.
Transcript
- Real-Time Agent Assist gives insurance service representatives the answer while the customer talks.
- Today, each call means hunting through four systems, then typing notes by hand.
- Leah calls about a cancellation notice.
- The policy story shows why.
- Her card expired. Jordan takes the payment.
- Transcription pauses for the card number.
- Why did the premium rise?
- A rate change and a higher dwelling limit.
- Her son's stolen laptop.
- The clause comes from the Brannigan's own policy.
- Then Leah mentions a new boat.
- A watercraft card appears, eligibility already checked.
- Jordan quotes $31 a month and sends the application for signature.
- At 5.22, the call ends with the notes and follow-ups already written.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.