AI Policy Document Assistant Module Overview

What the AI Policy Document Assistant module does

Connected Claims ships with the AI Policy Document Assistant add-on module, a pre-built, self-contained application that utilizes private AI to analyze and process user-uploaded PDF policy documents. By incorporating this module with your Connected Claims Base application, you can reduce overall claim processing time by equipping claims adjusters and examiners with detailed policy insights without the need for manual review.

This add-on leverages private AI to analyze and process user-uploaded PDF policy documents and provide a concise summary and conversation-based responses to your document-related questions.

This page provides a brief overview of the features and benefits of the AI Policy Document Assistant add-on module and how it can help accelerate your claims management workflow.

AI-generated document summaries

After the AI Policy Document Assistant module is incorporated with the Connected Claims Workspace, the module automatically generates a summary for uploaded PDF policy documents associated with your policy records.

This module utilizes Appian AI Copilot to analyze each PDF and generate a summary, providing a concise overview of the uploaded documents for easy reference and efficient document management within the Connected Claims application.

Chat with policy documents

After the AI Policy Document Assistant module is incorporated with Connected Claims, the module enables users to chat with an AI-powered chatbot about policy documents. Users can ask an intelligent chatbot specific questions about the content of a policy document. The AI then provides responses based on the details available in the document, offering a concise and efficient way to access information without reading the entire file.

Quickly retrieve the claim information you need to complete your policy analysis and assessment tasks more efficiently. This module reduces your reliance on manual research methods and the time they take.

Install and set up the AI Policy Document Assistant module

Ready to give your users the tools they need to interact with policy documents using AI chat? Download and install the AI Policy Document Assistant add-on module with Connected Claims to unlock these capabilities.

After installing the module, follow the setup steps to incorporate the AI Policy Document Assistant add-on with Connected Claims.

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