Customer Support

Reviewing documents to improve support accuracy

AI assists with reviewing documents and requirements so support teams can spot relevant details faster and provide more accurate guidance.

Why the human is still essential here

A knowledgeable person is still needed to catch missing information, explain requirements, identify potential problems, and make judgment calls AI should not handle alone.

How people use this

Requirement checklist extraction

AI reads forms, PDFs, and policy documents and turns them into a checklist so agents can verify completeness more quickly.

Claude / ChatGPT

Document comparison review

AI compares submitted documents against standard requirements to flag missing fields, mismatches, or outdated versions for human review.

Microsoft Copilot / Claude

Attachment and thread summarization

AI summarizes long email chains and attached documents into key facts, open issues, and risks so the agent can give more accurate guidance.

Zendesk AI / ChatGPT

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Opinion
LinkedIn

AI is a fantastic tool. But it should be a tool, not the entire customer service department.

AI is a fantastic tool. But it should be a tool, not the entire customer service department.

We have reached a point where some businesses seem determined to remove actual people from the process. Personally, I cannot stand calling a company and being trapped in a never-ending conversation with an AI assistant.


“Please briefly describe what you need.”


I do.


“Sorry, I didn’t understand that.”


And now we are enemies.


I would much rather speak with a real person first. Let that person understand the situation and decide whether an automated tool can help. Not the other way around.


I have normal business hours. I answer my phone when I can, return calls, respond to emails, and make sure agents know there is an actual human behind the support they receive.


Do I use AI? Absolutely. It helps me organize information, research questions, review documents, and work more efficiently. But I do not rely on it to build relationships or make judgment calls. Some situations require context, experience, and the ability to recognize when the question being asked is not actually the problem that needs to be solved.


That is especially true in insurance contracting.


Contracting is not always easy, and trying to automate every step does not necessarily make it better. A knowledgeable person can notice missing information, explain carrier requirements, identify potential problems, and help an agent build their business on a stronger foundation.


AI should support good service, not replace it.


Quick and easy may sound appealing, but easy is not always efficient. Sometimes it is just cheap, unreliable, and nowhere near what you expected.


Use technology to save time. Use experienced people to make sure you are doing things correctly. The best businesses understand that you need both.

KD
Kali DeVilleInsurance Contracting Specialist
Aug 25, 2026