AI Helps Insurance Companies Make Smarter Decisions - Wipro

When a broker sends an email requesting a quote for an insurance policy, an AI tool like Holmes captures the email and processes all the information, including from attachments. It could then automatically create a case in a CRM tool like Salesforce, filling-in all the relevant and available information. The case handler would be automatically notified of the request and could review the automatically retrieved information. An automated user interface (UI) supports the entire process, with features such as the ability to visualize where specific data was retrieved, identify external sources used to validate data (like the Customer Commercial Name or VAT Number), or highlight updates sent by the broker during the validation process.