AI CUSTOMER AGENTS, BUILT AROUND YOUR BUSINESS
HOME/INDUSTRIES/INSURANCE
FINANCIAL SERVICES / AI AGENT USE CASE
HEALTH · PROPERTY · AUTO · COMMERCIAL

Insurance, made clearer.
People stay in control.

Help customers navigate policy documents, claim steps, renewals, and the right service contact without making coverage decisions on their behalf.

ANSWERS WITH CONTEXT HUMAN HANDOFF
AI CUSTOMER AGENT
FINANCIAL SERVICES
INDUSTRY AI AGENTInsurance
INSURANCE & CLAIMSINDUSTRY PLAYBOOK
01 — WHERE AN AGENT CAN HELP3 SAMPLE WORKFLOWS ↘

Built around the moments
that matter here.

Not every conversation should be automated. Start with the repeatable questions, give the agent clear boundaries, and keep specialists close.

02 — TRY A SAMPLE CONVERSATIONINTERACTIVE WALKTHROUGH ↘
INTERACTIVE WALKTHROUGH / SAMPLE SCENARIO

Ask it something
from your world.

Choose a suggested question or ask your own. See how a business-specific agent can use a source, set a boundary, or bring a human in.

GUIDED AI AGENT DEMO
INDUSTRY / FINANCIAL SERVICES

Insurance
customer agent

A sample conversation plays when you reach this panel. Pause it, ask your own question, or listen to an agent reply.

0 / 3Guided demo paused
TRY A QUESTION
Sample company and content. Not connected to live systems.
b.
ChatBhidu AI agent Insurance & claims / sample scenario
PREVIEW
TODAY · SAMPLE CONVERSATION
b
CHATBHIDU AIAGENT

Hello. I can help you find policy information and understand the claims process.

03 — THE KNOWLEDGE LAYER
YOUR MATERIAL. YOUR RULES.

Better answers start
with better context.

An agent is only useful when it can distinguish approved information from a guess. These are examples of sources that could shape this industry path.

EXAMPLE KNOWLEDGE SOURCES / 3 SOURCE-AWARE
↗Policy wordingExample source for this agentREADY
≋Claims checklistExample source for this agentREADY
▤Renewal and complaint guideExample source for this agentREADY
NO SOURCE MATCH?ASK A PERSON
A BETTER FIT FOR INSURANCE ●

Now let's make it
sound like you.

Tell us about your support workflows, the knowledge you already have, and where you want customers to get better help.

Discuss this use case Back to all industries