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Insurance Assistant

Answers insurance product questions on Telegram from approved material, not guesswork

A Telegram assistant for an insurance and health-product line. It answers customer and agent questions about products, features and processes from an organised knowledge wiki built from approved brochures, PDFs and FAQs, so answers stay consistent and traceable.

TelegramProduct Q&AKnowledge wikiApproved sourcesMultiple AI models
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At a glance

What it does01

  • Answers customer and agent questions about products, features and processes
  • Digests brochures, PDFs and FAQs once into structured, linked knowledge pages
  • Gives the same answer to the same question, across every agent and customer
  • Keeps a chat history for review
  • Can work with more than one AI provider, so we can choose the best model for cost and quality

Example conversation02

IA
Insurance Assistant
online
ClientDoes the critical illness plan cover early-stage cancer?
Insurance AssistantYes. According to the approved product brochure, the plan's early-stage illness benefit covers early-stage cancer. The payout and waiting period are listed in the brochure's benefits table. Would you like the claim steps?
ClientYes, how do I make a claim?
Insurance AssistantFrom the approved claims FAQ: send the claim form with the doctor's report and diagnosis, and the claims team will follow up. For anything about your own policy, I'll pass you to your adviser.

Illustrative example

Human vs agent03

Same taskAnswering one product question from brochures

By hand

≈ 15 minstaff time

  • Find the right brochure or FAQ
  • Search the PDF for the exact clause
  • Write a reply; colleagues may word it differently
With the agent

≈ 1 minstaff time

  • A customer or agent asks on Telegram
  • Agent answers from the approved wiki pages
  • Staff review the logged chats when needed

Answers in seconds, the same way every time

By hand≈ 15 min
With the agent≈ 1 min

Saves ≈ 93% of staff time

Estimates for one typical task, based on how the workflow runs. Actual results vary.

Ad-hoc AI vs our agent workflow04

The same task, done by prompting a general chatbot by hand versus through the agent’s set workflow.

Prompting a chatbot by hand

Tokens per task

≈ 15,000

Right first time

≈ 62%
  • Whole brochures pasted in for every question
  • May answer from general knowledge, not your product
  • Different staff get different answers
Our agent workflow

Tokens per task

≈ 4,00073% fewer

Right first time

≈ 94%
  • Brochures digested once into linked wiki pages
  • Answers come only from approved material
  • Updating the wiki updates every future answer

No AI is 100% reliable. When a run fails, the agent retries automatically or hands it to a person.

Estimates for one typical task, based on how the workflow runs. Actual results vary.

How it works05

  1. Step 1

    Approved brochures, PDFs and FAQs are built into a wiki

  2. Step 2

    A customer or agent asks a question on Telegram

  3. Step 3

    The message pipeline routes it to the right wiki pages

  4. Step 4

    The AI model answers from that approved material

  5. Step 5

    The answer is sent back and the chat is logged

Why it's trustworthy06

  • Answers come only from approved product material
  • Updating the wiki updates every future answer at once
  • Answers can be traced back to the wiki page they came from

Good for07

  • Insurance, wealth and health-product teams
  • Agency networks that need consistent, compliant answers across many agents
  • Customer service teams handling repeated product questions

Want an agent like Insurance Assistant?

Tell us the job you need done. We will design the agent, its limits and its human handover with you.

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