Streamlining Insurance
Customer Service
Omnichannel Agentic AI Engagement & No-Code Process Automation inside the Creatio Ecosystem
Session Agenda
01. Challenges
Understanding customer friction, repetitive verification, AI compliance risks, and token fee volatility in insurance support.
02. The Solution
How native CRM integration, strict RAG, On-Site hosting, and transparent sources resolve enterprise trust and cost issues.
03. Architecture & Demo
Analyzing high-level system layers, the proposed product matrix, and executing the unified end-to-end live demo journey.
The Insurance Support Bottleneck & AI Skepticism
- Omnichannel Friction: Inability to seamlessly transition from Web to WhatsApp without losing the context of the conversation.
- Repetitive Validation: Clients are forced to repeat their policy details, ФИО, and incident descriptions at every handoff.
- Siloed Workspaces: Agents waste time switching between separate chat tabs and the core CRM ledger.
- Manual Claims Filing: Manually copying raw chat transcripts to fill structured Case records inside Creatio.
- AI Hallucinations: Risk of public LLMs inventing false coverage terms, causing regulatory and legal liabilities.
- Exploding Token Costs: Unpredicted public API usage makes automated customer chats financially volatile.
Delivering Frictionless, Secure Service
Strict RAG Framework
The AI Chatbot operates strictly inside approved corporate knowledge. It can only state facts present in the text, completely eliminating hallucinations.
Verifiable "Sources" Traceability
Every AI-generated response maps directly to source document sections, offering clear, clickable verification links for customers and supervisors inside Creatio.
On-Site Security & Fixed Cost
Supports full On-Premise/On-Site private clouds. Data never leaves your network perimeter, converting unstable API token fees to a fixed internal infrastructure resource.
Seamless Process Linking
Combines conversational AI freedom with robust, strict Creatio rule-based business processes to handle structured requests like 2FA OTP verification.
High-Level Solution Design
Customer Access Touchpoints
Beesender Bot & AI Core
Creatio Service Enterprise
Infrastructure
The proposed solution supports both secure Cloud and full local On-Site configurations, matching enterprise compliance rules.
Process Link
No custom middleware needed. Native integration directly connects user inputs with standard Creatio schema tables.
Proposed Software Components
| Vendor | Product | Primary Role in This Scenario |
|---|---|---|
| Creatio | Creatio Service Enterprise | Powers the Unified Agent Workspace, Omnichannel Chat panel, Case/Claim registration, and SLAs. |
| Beesender | Beesender Chat Master | Handles omnichannel channel endpoints, message distribution, and agent queue routing in Creatio. |
| Beesender | Beesender Bot Master | Executes strict, rule-based chatbot validation scripts (such as SMS OTP generation and input validation). |
| Beesender | Beesender AI Chatbot | Provides conversational answers backed by strict RAG lookup, including Source verification tags. |
| Beesender | Beesender AI Chat Assistant | Generates real-time AI suggestions inside the agent's chat window to reduce Average Handling Time (AHT). |
Commercial & License Estimate
Creatio Platform
| Item | Monthly | Annual |
|---|---|---|
| Enterprise Plan (50 users) | $3,750.00 | $45,000.00 |
| Service License (50 users) | $750.00 | $9,000.00 |
| AI Package (Grow) | $2,083.33 | $25,000.00 |
| Total | $6,583.33 | $79,000.00 |
Beesender Suite
| Item | Monthly | Annual |
|---|---|---|
| Chat Master (50 users) | $1,500.00 | $18,000.00 |
| AI Chat Assistant (50 users) | $1,000.00 | $12,000.00 |
| Bot Master (1 bot) | $200.00 | $2,400.00 |
| AI Chatbot | Free | Free |
| Total | $2,700.00 | $32,400.00 |
The Live Demo Journey
Self-Service
Secure 2FA SMS verification via Bot Master.
Smart RAG
Snowboarding query with auditable source links.
Hybrid Handoff
Urgent crisis text triggers auto routing to agent.
AI Suggestions
Agent gets real-time copilot assistance in panel.
WhatsApp Intake
Verified Phone ID lookup with structured claims.
CRM Audit
Verifying auto-created Claim records inside Creatio.
Three Pillars of Secure Enterprise AI
Safe & Verifiable
Strict RAG alignment with clickable Knowledge Base source links protects your business from compliance and hallucination risks.
Zero Cost Volatility
Flexible On-Site deployment keeps customer data secure within your perimeter, turning unpredictable cloud token billing into a fixed, predictable resource.
No-Code Agility
Empowers business analysts to customize workflows and connect new structured processes—completely without writing code or tweaking prompts.