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pms_agent

pms_agent: Streamlining Policy Compliance & Customer Service with Intelligent Automation.

Publisher

Capgemini Technologies

Industry Type

Financial Services

Product Details

This agent retrieves and reasons over policy and coverage details with SOP alignment. It combines PMS data with the live call transcript to recommend compliant actions for insurance contact centers.

The agent supports automated policy compliance and better customer service, improving efficiency and accuracy when agents handle policy and coverage details. It serves insurance contact centers in financial services and is built on conversational AI. Contact center staff get recommendations that follow standard procedures while the customer is still on the call.

Key Use Cases

Real-Time Agent Guidance During FNOL

Synthesizes live First Notice of Loss (FNOL) call transcripts with policy management system data to provide call center agents with compliant, real-time claims advice.

Policy Coverage SOP Verification

Reasons over complex insurance policy wording and carrier standard operating procedures to verify coverage limits and deductibles during active customer discussions.

Explore detailed deployment path

Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.