
360° Turn in Insurance Operations with AI and Automation
Angular | .NET Core | Microsoft Copilot | Twilio for video calls and SMS
About Project
A digital distribution insurance company sought to develop a platform named Ensurite for insurers, reinsurers, and distribution partners. The company wanted to integrate AI and automation to empower insurance stakeholders and establish a unique selling proposition (USP). To achieve this, they partnered with Soluzione IT Services to seamlessly integrate AI and automation-driven capabilities into Ensurite’s existing modules.
- Insurance
- India
- AI-Driven Underwriting, Automated Customer Onboarding, Personalized Engagement
- Angular, CRM Dataverse, Twilio for video calls and SMS, Stripe payment gateway, Microsoft Power Platform, Microsoft Copilot, SharePoint
About Client
Ensurite is a cloud-based digital insurance distribution platform powered by Microsoft Power Platform. It helps insurers, reinsurers, and partner agencies digitize their operations, launch new products, and streamline policy management across multiple insurance sectors, including Life Insurance, Group Life Insurance, Credit Life Insurance and Medical Insurance
Challenges Addressed by Soluzione
Bringing digitalization into the insurance industry comes with its own challenges such as integration with existing or third-party systems, training employees, and switching to digital from paperwork. Now here also turning to digital platforms that lack AI and automation capabilities doesn’t necessarily bring a lot of changes. To primarily deal with these Ensurite approached us:
- Manual onboarding process that is time-consuming and prone to errors.
- To ensure accuracy with personalization and data-driven insights.
- Generic communication hindered effective engagement and trust-building with customers.
Soluzione’s Content Marketing Solutions
Soluzione team effectively notes all the things needed to overcome and address these challenges. Based on the same the provided solution by implementing and integrating the following in Ensurite:
- Automated Customer Onboarding
- Azure Bot Service:
- Deployed intelligent chatbots to guide customers through the onboarding process with real-time assistance.
- Automated data collection and form completion to minimize manual effort.
- Azure Cognitive Services – Language Understanding (LUIS):
- Enhanced chatbots with natural language processing for accurate interpretation of customer queries and contextually relevant responses.
- Personalized Customer Engagement
- Azure Cognitive Services – Text Analytics:
- Built systems to analyze customer interactions and send tailored updates and reminders, ensuring engagement throughout the journey.
- Azure Machine Learning:
- Developed predictive models to anticipate customer needs, enabling proactive and personalized interactions to enhance satisfaction.
- AI-Driven Underwriting
- Azure Machine Learning:
- Created models to analyze customer demographics, health records, and risk factors for precise risk assessments and premium calculations.
- Azure Cognitive Services – Form Recognizer:
- Automated extraction of data from insurance documents, streamlining data entry and reducing errors in underwriting workflows.
- Digital Assistance for Q&A
- Azure Bot Service:
- Deployed digital assistants to handle customer inquiries with instant, accurate answers from Ensurite’s knowledge base.
- Azure Cognitive Services – Custom Vision:
- Enabled analysis of uploaded images and documents, providing customers with precise responses based on visual content.
Impact Delivered by Soluzione Content Marketing Services
- 40% faster onboarding was reported by Insurance companies due to automated processes
- 30% increased accuracy in decision-making for underwriters with AI.
- 25% increase in customer engagement as they were getting personalized responses in real-time.
- 50% reduction in support burden that freed up sources for complex tasks.