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Insurance Copilot: Boosting Insurance Agent Productivity, Compliance, and Learning with Skypoint

Insurance Copilot (IC) equips insurance agents with tools to sell more effectively and compliantly. As the regulatory landscape grows more complex, IC sought an AI partner to help its agents access client information faster, flag compliance issues, and learn on the fly. 

Skypoint’s agentic AI platform became the foundation for a smarter, more scalable operation, connecting data across systems and enabling agents to “chat with their work.”

3 to 6 months is the typical education period to train an agent. With Insurance Copilot and Skypoint, onboarding could be as fast as a week or less.

Dianne Faligowski, CEO, Health Plans in Oregon

The Challenge

Insurance Copilot needed to solve three urgent pain points:

  • Productivity: Agents spent too much time digging through documents or switching between tools to find answers.
  • Compliance: Manual processes created risk and inconsistency in how agents adhered to regulations.
  • Learning & Development: Training new agents or keeping current agents up to date was time-consuming and inconsistent.

IC wanted a solution that worked with their existing tools and data — not another bolt-on product.

The Solution

Skypoint’s AI platform offered IC a secure, healthcare-grade foundation for AI adoption. By deploying a suite of intelligent agents, IC turned fragmented workflows into a streamlined, AI-powered system tailored to insurance agents’ day-to-day work.

AI Agents Supporting IC’s Success:
  • Devin, the Document Analysis Agent

Devin reviews and summarizes client documents, helping agents flag potential compliance risks instantly. It also assists with onboarding and training by answering policy-related questions and clarifying documentation, accelerating time to productivity for new agents.

  • Lia, the CRM Integration Agent
Lia connects Skypoint to IC’s CRM, letting agents pull up a client’s profile and automatically analyze for gaps or compliance risks. This turns every client interaction into a proactive, data-driven opportunity.
  • Skypoint’s General Knowledge Agent
A secure replacement for tools like ChatGPT, this agent provides accurate, real-time responses to general or regulatory questions without compromising data privacy. Agents can ask questions like “What does this clause mean?” or “What do I do if a client misses a disclosure?” and get instant help.

Looking Ahead

Insurance Copilot continues to expand its use of Skypoint’s AI agents to streamline internal operations and improve client experience, with the goal of giving every insurance agent an AI copilot that helps them work smarter, stay compliant, and close more deals.

Ready to get started with Skypoint?

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