AI case study

Automating customer service

by
Nsure.com
Context

Nsure.com uses Copilot Studio to create custom AI copilots that automate up to 90% of incoming customer requests, such as handling insurance quotes, payments, renewals, and discounts.

Results

Automates up to 90% of incoming customer requests.

Results not reported in the source
Industry
Insurance
Published
July 1, 2024
Agent type
Customer Agents
AI provider
Microsoft
Models/tools
Not disclosed
ICE score
512
The ICE framework in this database provides a quick way to assess the feasibility and potential impact of AI use cases, with higher scores signaling more actionable opportunities.
‍
Impact: Potential benefits to the business.

‍Confidence: Likelihood of achieving expected results.

‍Ease: Simplicity of implementation in terms of resources and time.

‍ICE Score: Calculated by multiplying the component scores.

Note:
Each score is AI-generated based on available data and should be viewed merely as a general guideline for deeper exploration of the use cases.
Impact
8
Confidence
8
Ease
8

10

AI use cases in

Insurance

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legal-i

Insurance
Data Agents
Quick win
Use case
Faster unstructured data processing
Context

Developed a GenAI solution leveraging Azure OpenAI Service to analyze, classify and structure unstructured medical records into interactive patient histories and a case DNA for improved decision support.

Models/tools

Newfront

Insurance
Use case
Making insurance processes faster
Context

Newfront, a modern insurance platform serving 20% of US startups with unicorn status, uses Claude from Anthropic to automate tedious insurance tasks. They have deployed Claude across their workflows to create a benefits assistant that provides employees with instant answers about coverage limits and eligible expenses, a contract review tool for legal teams, and automated processing of complex insurance documents, allowing brokers to focus on strategic guidance and problem-solving for clients.

Models/tools
...
1

SACE

Insurance
Use case
Freeing employee time
Context

SACE, an Italian finance and insurance firm, uses Microsoft Copilot and Viva to streamline workflows and empower employees. Copilot reduces routine tasks like document sifting and email management, halving time spent on emails and speeding up loan application reviews. Viva supports Copilot adoption, helping reveal collaboration patterns and enabling initiatives like a flexible workweek.

Models/tools
Explore industries

168

companies using

Customer Agents

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Use case
Accessible mobile tutoring
Context

Rising Academies integrated Claude-powered chatbots into mobile educational tools via WhatsApp to provide both a virtual math tutor (Rori) and a teacher support system (Tari). Rori delivers personalized math lessons through a mix of pre-written lesson plans and dynamic conversations, while Tari offers on-demand curriculum and lesson planning support for teachers. These solutions enhanced personalized learning and professional development in regions with limited access to traditional edtech.

Models/tools
...
1
Use case
Automated customer support
Context

Tidio integrated Anthropic’s Claude model to develop their Lyro AI agent, automating customer support interactions across both live chat and email channels. They implemented a network of specialized AI agents for conversation rating, summarization, and a dynamic routing system that selects the optimal API between native Anthropic API and Google Cloud Vertex AI based on performance metrics, streamlining support workflows and enabling personalized product recommendations.

Models/tools
...
2
Use case
Rigid support workflows
Context

Zendesk integrated OpenAI's models to create adaptive AI service agents that autonomously manage customer conversations and execute resolution tasks. They implemented a multi-agent architecture featuring task identification, conversational RAG, procedure compilation, and procedure execution agents integrated with existing support workflows through API calls and natural language procedure definitions, while providing real-time chain-of-thought visibility. This solution transitions from traditional intent-based bots to a hybrid model of scripted and generative reasoning, streamlining customer service processes.

Models/tools
...
2
Explore agents

251

solutions powered by

Microsoft

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Use case
High-volume student queries
Context

Physics Wallah developed 'Gyan Guru', a hyperpersonalized conversational study companion to address the unique academic and support needs of its 2 million daily users. The system was implemented by indexing over one million Q&As and ten million solved doubts in a vector database, then leveraging a Retrieval-Augmented Generation (RAG) approach integrated with Azure OpenAI to deliver individualized, context-aware responses. This integration streamlined various student interactions including academic queries, product-related issues, and general support, reducing reliance on human subject matter experts.

Models/tools
...
1
Use case
Streamlined executive operations
Context

Brandix adopted the Microsoft 365 Copilot suite via the Early Access Program to integrate AI into key executive workflows, automating meeting transcript-based action tracking in Teams, accelerating pitch deck creation in PowerPoint, and streamlining document generation in Word while leveraging AI-enhanced querying in Power BI and efficient information retrieval via Copilot Chat. This implementation transformed internal communications, reporting, and presentation preparation processes by significantly reducing manual effort.

Models/tools
...
2
Use case
Future-proof IT operations
Context

University of Oxford’s IT Services department deployed Microsoft 365 Copilot across its 400+ staff as part of a pilot program aimed at embedding generative AI into research, teaching, and administrative workflows. They implemented extensive onboarding sessions, community engagement via Microsoft Teams, and established an acceleration team to integrate Copilot with other business applications. This deployment streamlined routine tasks such as document generation, summarization, and meeting support, fostering innovation within the department.

Models/tools
...
1
Explore AI providers

279

AI use cases in

North America

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Use case
Actionable workspace content
Context

Notion reimagined its platform by deeply integrating OpenAI’s GPT‑4o, GPT‑4o mini, and embeddings across its core features. They prototyped an AI writing assistant during a hackathon and then built internal tools to rapidly evaluate and deploy new models, transforming workflows in search, note-taking, and knowledge management from static content to interactive, actionable insights.

Models/tools
...
2
Use case
Rigid support workflows
Context

Zendesk integrated OpenAI's models to create adaptive AI service agents that autonomously manage customer conversations and execute resolution tasks. They implemented a multi-agent architecture featuring task identification, conversational RAG, procedure compilation, and procedure execution agents integrated with existing support workflows through API calls and natural language procedure definitions, while providing real-time chain-of-thought visibility. This solution transitions from traditional intent-based bots to a hybrid model of scripted and generative reasoning, streamlining customer service processes.

Models/tools
...
2
Use case
Instant personalized support
Context

Chatbase integrated Anthropic's Claude into its multi-channel customer support platform to automate routine inquiries and deliver instant, personalized support across web chat, WhatsApp, Slack, and Instagram. They implemented the solution by embedding AI agents through APIs that integrate with business systems such as Stripe for order status checks and refund processing, while enabling customizable brand voice and multilingual communication with optional human oversight. This approach streamlined customer service workflows and provided advanced analytics to help teams quickly identify trends and optimize interactions.

Models/tools
...
1
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Thoughts & ideas