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Insurance / Financial Services
AI-Powered Customer Service Agent
Client: Insurance Company (Confidential)
73%
Automation
<30s
Response Time
+22%
CSAT
The Challenge
A customer service department was drowning in volume — tens of thousands of monthly inquiries across policy questions, claims status, and coverage changes. Average wait times had ballooned, driving high call abandonment rates. Experienced agents spent most of their time on routine queries, leaving complex cases understaffed.
Our Solution
We designed and deployed a RAG-powered AI agent using Claude as the reasoning engine and Pinecone as the vector store, ingesting complete policy documentation and knowledge base. The agent was integrated with CRM and core systems via custom API orchestration. We implemented EU AI Act-compliant transparency controls including AI disclosure, audit logging, and human escalation triggers.
Results Achieved
- Majority of customer inquiries resolved without human intervention
- Average response time reduced from 45+ minutes to under 30 seconds
- Customer satisfaction scores increased significantly
- Substantial annual cost savings in customer service operations
- Fully compliant with EU AI Act transparency and human oversight requirements
Technologies Used
Claude APIPineconeLangChainPython/FastAPIAWSPostgreSQLn8n
“We approached AI with healthy skepticism. The team built a system that genuinely understands our policies and knows when to hand off to a human. Our agents finally have time for the complex cases that actually need human judgment.”
Chief Digital Officer
Insurance Company
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