Are you tired of spending countless hours reviewing insurance policies before renewals? Logging into carrier websites, extracting data manually, and updating your CRM can be overwhelming, especially with hundreds of renewals to manage. What if you could cut that time in half?
Introducing our generative AI web agent, designed to take the tedious tasks off your plate, so you can focus on what matters most—delivering exceptional customer experience.
Components of Generative AI Web Agent
| Large Language Model (LLM) | Optical Character Recognition (OCR) | Playwright |
| LLM serves as the cognitive engine of the web agent. It helps the agent understand a webpage’s layout, content, and structure. Based on this analysis, it can recommend actions including clicking buttons, filling out forms, or selecting options. | OCR helps the agent scan the webpages and recognize the text on them. For instance, it can identify the download button text and detect its exact position. This information (text and coordinates) is then used to create a reference map that links specific text to its location on the webpage, which is crucial for webpage interaction. | Playwright helps the agent navigate through the user interface of various insurance carrier websites, handling tasks such as logging in, searching for policies, filling out forms, and downloading documents. |
How Does the Generative AI Web Agent Work?
Let us take the example of a time-consuming task done by human agents: downloading insurance policy documents and updating the CRM. The web agent, which is integrated with the CRM, can execute the same task with remarkable efficiency and accuracy.
Here’s how it works:
Task Retrieval
The AI web agent collects task details such as downloading policy documents, login info, and website URLs from the CRM. It then uses this data to find the websites.
Document Download
The generative AI web agent starts a new browser session and directs the browser window to the specific URL collected from the task details. If login is required, the AI agent enters the username and password into the login fields. After logging in, it waits for all network requests and page elements to be fully loaded. If it needs to navigate to a different page, the agent updates the browser’s address bar with the target URL from the task.
Document Analysis
When the policy document page is fully loaded, the generative AI web agent captures a screenshot and analyzes it to understand its layout and context. Simultaneously, it extracts text from the image pinpointing exactly where actions like clicking a button or entering text should happen. Both processes run concurrently, ensuring efficient and accurate web interactions.
Task Prediction and Action Execution
Once it has an understanding of the webpage’s structure, the generative AI web agent predicts the next steps required to accomplish the task. When the goal is to download the policy document, it identifies the download button or link and its placement on the webpage. If the document is embedded in a specific section or requires interaction with a drop-down menu, the AI web agent ensures that the correct sequence of actions is followed. After downloading the policy document, it optimizes the document for text extraction and extracts key details like name, billing address, coverage details, etc.
CRM Update
After extracting the relevant data from the policy document, the AI web agent updates the CRM. Additionally, the agent uploads the policy document to CRM as an attachment or a file linked to the appropriate records. Once this is done, the agent hands off the task to a human agent for follow-up actions or further manual verification.
Benefits of Gen AI-Based Insurance Web Agent
The insurance industry has been bogged down by the drudgery of manual processes, especially when it comes to renewing policies. But with our generative AI web agent, your team no longer needs to spend hours downloading policy documents and verifying information. It can manage these tasks with exceptional efficiency and accuracy. This speeds up the renewal process, and you will see a dramatic drop in human errors.
This shift isn't just a win for internal efficiency. It dramatically enhances the customer experience. With routine tasks automated, you can focus more on delivering personalized services. Your customers get quicker responses, more tailored support, and a smoother renewal process.
Conclusion
While I've singled out a particular capability of our generative AI web agent in this post, its potential is vast. With training and tuning, the AI agent can also automate other insurance processes that rely on web UI.
Talk to our experts about implementing Gen AI in your workflow.
