Agentic Insurance Management System
Multi-agent system automating insurance contract management: from finding the best offers to generating ready-to-send proposals.
The challenge
Managing personal and business insurance contracts requires constantly searching for the best market offers, comparing coverages, identifying duplicates, and generating client-ready proposals. This process is manual, time-consuming, and prone to missed opportunities.
Our solution
We built a multi-agent system where each agent handles a specific task: market search, coverage comparison, document generation, and client analysis. The system integrates directly with the insurance management database and features automated offer generation with customizable templates, proactive alerts for clients with missing or expiring coverage, and cross-selling opportunity identification.
Key results
- Automated search for best insurance offers on the Swiss market
- Comparative tables with coverage differences, overlaps, and gaps highlighted
- Automatic duplicate identification across existing policies
- Proactive alerts for missing or expiring coverage
Key metrics
Technologies used
Related service: Multi-Agent Systems
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