Agentic Insurance

Agentic Insurance is an LLM–enabled business application that delivers a fully conversational customer experience tailored for insurance companies.

As the foundation of the new Agentic Insurance Business Suite, this solution supports core insurance processes with the following key features:

  • Customer account access – Agent-driven conversations to view current policies and pay for newly generated ones.
  • Car MTPL insurance – Agent-driven conversation with OCR to scan car registration and ID documents that guides the user to discover the best insurance policies.
  • Claim reporting – Report new car incidents based on the active insurance policies.
  • User authentication – Agent-driven conversations to sign in and create accounts using OTP (one-time password) verification

Key Components

This solution includes:

  • Insurance database – Hosted on DRUID Data Services, supports all core data operations.
  • Insurance Agent workspaces:
    • Admin Workspace – Manage insurance product features and customize GPT prompts.
    • Insurance Workspace – Access a 360-degree view of customer details.
  • LLM-enabled agents – Automate and streamline the main business processes.

Prerequisites

  • Tenant Druid community (open new tenant here) or Druid subscription.
  • You should have a Druid bot. For information on how to create a bot, see Creating Druid Bots.
  • Enable the API Resources for Druid WebView and Druid Data Service. Then, activate the Druid Data Service in your tenant by navigating to Administration > Settings > Druid Data Service, and selecting Is enabled and clicking the Save all button at the top right of the page.

Configuring the solution

To configure the solution, follow these steps:

Step 1. Install the solution from the Solutions Library

Go to the Solutions Library, search for solution "Agentic Insurance" and import it following the instructions provided in section Installing Solution Templates.

Wait until the import status shows as “Success”.

Step 2. Configure apps connections

Go to Solution Contents > Apps. Click the app you want to configure. Follow the setup instructions provided in the sections below.

App Description Setup required
DRUID-LLM Configure this app if you want to use DRUID-dedicated LLM resources for one of the following providers on your tenant: Azure OpenAI, Mistral, or Google. Optional
gpt-agent-4o

Provides integration with GPT-4o, which is not included as a standard feature in DRUID. Configure this app to connect it to your own GPT-4o deployment (via Microsoft Azure, OpenAI, or other LLM provider that supports tools / function calling).

 Optional
DRUID Vision OCR

Enables OCR capabilities for car registration and ID documents. Required for Car MTPL insurance conversations.

 Mandatory
DRUID-Sendgrid Sends OTP codes and insurance policy emails to users. Mandatory
Note:  To ensure a smooth experience and prevent errors, you must configure either the DRUID-LLM or apt-agent-4o app. Only one is required.

Configure the DRUID-LLM app

To configure this app connection, follow these steps:

  1. Go to Administration > Druid Services.
  2. Copy the claims and token corresponding to the DRUID.LLM resource you want to use — you’ll need them to configure the app connection.

    3. Note:  If the DRUID.LLM resource does not appear, contact your sales representative to activate DRUID-dedicated resources for one of the following providers on your tenant: Azure OpenAI, Mistral, or Google.
  3. Go to Solution Contents > Apps and click on DRUID-LLM.
  4. In the Base URL field, paste the claims value you copied at step 2.
  5. In the Variables table, enter the token you copied at step 2 as the key.
  6. Click Save to complete the configuration.

Configure the gpt-agent-4o app

To configure this app connection, click on the gpt-agent-4o app and configure it as follows:

  1. In the Base URL field, enter the endpoint URL of your LLM deployment.
  2. In the Variables table, enter your API key for authentication as the key.
  3. Click Save to complete the configuration.

Configure the DRUID Vision OCR app

To configure this app connection, follow these steps:

  1. Go to Administration > Druid Services.
  2. Copy the Resource URL and the Token corresponding to the DRUID.Vision.Api resource you want to use — you’ll need them to configure the app connection.

    3. Note:  If the DRUID.Vision.Api resource does not appear, contact your sales representative to activate DRUID Vision on your tenant.
  3. Go to Solution Contents > Apps and click on DRUID Vision OCR.
  4. In the Base URL field, paste the resource URL you copied at step 2. Remove everything after api/, including engine/{templateName}. For example, change: https://druidvision.eu.druidplatform.com/api/engine/{templateName} to: https://druidvision.eu.druidplatform.com/api/.
  5. In the Variables table, enter the token you copied at step 2 as the key.
  6. Click Save & Close to complete the configuration and return to the Apps page.

Configure the DRUID-Sendgrid app

Click on the DRUID-Sendgrid app and in the API key field, enter your SendGrid API key.

Click Save & Close to apply the configuration and return to the Apps page.

Note:  After configuring all required apps, click Publish to apply the changes.

Step 3. Set up the bot special flows

Go to the bot settings, Details page and click the Dialog management section header. The section expands. Select the following special flows:

Special Flow

Select
Welcome flow welcome

Intent Rephrase flow

gpt-conductor-agent

Scroll down and click Save & Close.

Step 4. Run database setup workflow

Open a new web chat to trigger the database setup workflow. The virtual assistant will automatically run the workflow, adding all required GPT prompts and demo data to the Insurance database.

Once the setup is complete, you can start interacting with the virtual assistant.