AI agent for insurers: production-ready insurance AI template
Description
Build a production-ready AI agent for insurance in minutes – no code required. Use the LoyJoy template to deploy intelligent insurance automation instantly.
Highlights
Highlights
- Agentic AI for insurance
- Knowledge-based answers with sources
- Seamless handover & journeys
Build a production-ready insurance agent in minutes – no code required.
This template combines agentic AI, BPMN processes, and live chat:
The agent understands requests, searches your insurance terms as a source, autonomously triggers relevant tools (e.g., live chat, surveys, application flows), and guides customers through the process to completion.
Highlights
- Agentic, not just generative:
The agent decides which tool to use and when (knowledge search, process execution, product search, optional web search, MCP tools). - Knowledge-based answers with sources:
Uses PDFs/websites (e.g., liability & car insurance terms). Answers are traceable. - Seamless handover & journeys:
Hands over to live chat, starts NPS surveys, or leads into the application flow (price calculator & completion) – directly from the conversation. - Instruction & personality templates:
Role and tone presets including “Joyful”. Add your own rules in seconds. - EU hosting & compliance-ready:
GDPR-compliant, AI Act-aware. Optionally DE-hosted models.
Use Cases (Examples)
- Product & contract information (liability, car, etc.) based on your insurance terms
- Tariff recommendation with transition to price calculator/completion
- Service automation (e.g., callback requests, document notifications)
- Post-answer NPS (“Was this helpful?”)
- Escalation to the live chat team
What’s included in the template?
- Example knowledge sources (dummy liability & car insurance terms)
- Prebuilt tools: knowledge search(es), process execution (live chat, NPS), sample application flow
- AI instruction presets + fields for brand/company context
- Starter UI with selection options (for demo purposes)
Get started in <5 minutes
- Install the template
- Choose a model:
Current recommendations: Gemma 4 (fast and cost-effective) or GPT-5.6. - Test & go live:
Ask questions (e.g., “Are children covered?”) and try the transition to price calculator/completion.
Frequently asked questions
The agent is agentic, it decides on its own which tool to use and when, for example knowledge search, process execution or product search, instead of following a rigid script.
From example knowledge sources for liability and car insurance (dummy terms), which you replace with your own terms and documents.
Yes, the agent can lead from the conversation into the price calculator and completion, or hand over to live chat.
We currently recommend Gemma 4 for fast, cost-effective answers or GPT-5.6, selectable directly in the template.
Yes, it runs EU-hosted, GDPR-compliant and AI Act-aware, optionally with DE-hosted models.
The two templates complement each other, the AI agent for insurers can lead a conversation directly into the pension depot application flow.