Companies in the Universal Life Insurance business area can leverage the AI capability 'In app search' to quickly find relevant information and answers within their Deskhero platform. By utilizing the search bar at the top of the platform, users can input their queries and retrieve results from various data sources, including tickets, knowledge base articles, scraped websites, and more. The 'In app search' feature utilizes traditional search methods as well as OpenAI Embeddings to provide the best possible matches and ensure accurate and comprehensive search results.
Use case 1
Policy Information Retrieval - Universal Life Insurance companies can use the 'In app search' capability to quickly access policy information for their customers. By entering specific policy details or customer information into the search bar, users can retrieve relevant policy documents, guidelines, and manuals stored within the Deskhero platform.
Use case 2
Customer Query Resolution - When customers have questions or concerns regarding their Universal Life Insurance policies, companies can utilize the 'In app search' feature to find relevant answers and solutions. By inputting customer queries into the search bar, agents can retrieve knowledge base articles, previous ticket resolutions, and other relevant information to provide accurate and timely responses to customer inquiries.
Use case 3
Compliance and Regulatory Research - Universal Life Insurance companies often need to stay up-to-date with industry regulations and compliance requirements. With the 'In app search' capability, companies can search for specific regulatory documents, legal guidelines, and industry standards within their Deskhero platform. This allows them to easily access the necessary information to ensure compliance and make informed business decisions.
