How to build a Policy Q&A and Coverage Validation Agent
Lets users upload an insurance policy and instantly get clear, accurate answers to coverage questions based only on the document. It solves the problem of manually searching through lengthy, complex policies and reduces errors or delays in explaining coverage.
Challenge
Insurance policies are long, complex, and full of legal jargon, making it difficult and time-consuming to find clear answers about coverage.
Industry
Insurance
Department
Legal
Integrations
OpenAI
This chatbot is designed to answer user questions about insurance policies using only the information found in a set of uploaded policy documents. When a user submits a question, the chatbot first searches a selected knowledge base containing relevant policy files to find the most pertinent sections or clauses. It then uses a powerful language model (OpenAI GPT-4) to generate a clear, concise answer, strictly based on the retrieved policy text—citing specific sections or indicating if the answer is not specified or ambiguous in the policy. The final response is presented to the user, ensuring that all answers are factual, reference the actual policy, and avoid any outside assumptions or legal advice. This approach guarantees that users receive reliable, policy-based answers tailored to their specific queries.
