Executive Summary
Withum has teamed up with an insurance coverage provider for the higher education sector (the Client), using the most recent technology developments to overcome the difficulties of offering precise and tailored customer service.
The Client is changing the way customers get help with their questions about their coverage by using cutting-edge artificial intelligence (AI), including the newest Retrieval-Augmented Generation (RAG technology), to make the process easier, more customized and more efficient.
The Challenge
Navigating insurance plan coverage details can be complex and overwhelming. The Client recognized the need for a more dynamic, accurate and individualized approach to assisting its customers beyond the traditional methods that were time-consuming and less adaptable to individual caller needs.
The Approach and Solution
Withum and the Client collaborated to understand their challenges and goals before implementing AI for customer service. They conducted workshops and data analysis to discover what the Client really needed: a more flexible and personalized way to interact with their customers. This thorough assessment and planning phase paved the way for finding creative solutions that would change how customer support was delivered, making it more efficient and improving customer satisfaction.
With this knowledge, the Client embraced three advanced AI solutions:
- Personalized Caller Profiles: Upon receiving a call, the Client’s employees are now presented with an instant overview of the caller’s information, including their specific coverage details and claim history. This immediate insight allows for customized and informed interaction, making every client feel uniquely valued.
- Dynamic FAQs: To complement this, the Client harnessed the power of the latest Generative AI (GenAI) technology to dynamically generate and update a list of frequently asked questions (FAQs). This AI-driven approach not only adapts to the evolving trends in client inquiries but also ensures that all Customer Representatives approach the answering of inquiries from a common, grounded, and accurate information base.
- Real-Time GenAI Assistance: The Client’s most advanced technological feature is the use of GenAI Retrieval Augmented Generation (RAG) technology on their knowledge base to help call center employees in real-time. When employees encounter complicated questions, the RAG system quickly retrieves and generates the best, most current answers by using insurance plan documents based on the caller profile. This makes sure that every client gets accurate, customized advice that fits their specific situation, improving the service quality and speed. To verify the accuracy of the responses, the system shows references for related source paragraphs and uses a novel fact-checking layer to prevent any factual mistakes in the output.
The Results
The implementation of these AI-driven solutions, particularly the RAG technology, has dramatically improved the Client’s customer service experience. Callers benefit from faster, more accurate responses, and employees are empowered to provide exceptional service with confidence and ease.
Looking Forward
The Client’s adoption of AI, including personalized caller profiles, dynamic FAQs and the pioneering use of GenAI RAG technology, underscores their commitment to leading the higher education insurance industry into a new era of customer service excellence. The Client continues to explore advanced technologies to further enrich the customer experience.
Through its visionary integration of AI technologies, an Educational Insurance Provider not only addresses the immediate needs of its clients but also sets a new standard for the future of customer support.
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