This isn't a slide deck. It's a working AI agent that handles disability claims, FSA reimbursements, policy questions, and benefits enrollment for American Fidelity policyholders.
Ask it anything about claims, FSA accounts, policy coverage, or getting started with benefits. It has real knowledge, real tools, and real workflows.
Built around real policyholder scenarios that American Fidelity's support team handles every day.
Looks up the policyholder, identifies the right policy, initiates the claim, and explains required documentation and timelines.
Checks balances, verifies expense eligibility, submits claims, and tracks the runout deadline so nothing gets forfeited.
Real-time claim status with pending documents, examiner assignment, timeline of events, and estimated completion.
Coverage levels, benefit amounts, waiting periods, beneficiary info, and premium breakdowns across all active policies.
Walks new employees through benefits options, explains qualifying life events, and helps with account setup.
Answers questions from the knowledge base about cancer, accident, and life insurance coverage, plus AFmobile app support.
This demo was built from scratch for American Fidelity. Real logic for real scenarios.
Pulled American Fidelity's product details, claims processes, and FSA guidelines into the AI's knowledge base.
Created policyholder-specific workflows for claims, FSA, policy management, and enrollment.
Connected 7 mock tools that simulate American Fidelity's policyholder systems, claims data, and FSA accounts.
Ran simulated policyholder conversations across happy paths, edge cases, and adversarial scenarios.
Connected to your actual policyholder data. Handling your real support volume. This sandbox is just the start.
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