Company Overview
Our client is a premier insurance agency training company in risk management and insurance, offering a wide array of professional designations, certificates, online courses, and continuing education opportunities. Their programs cater to individuals at all career stages, from entry-level to advanced professionals, aiming to enhance their skills and knowledge. They also help conduct leading research and provide valuable resources to support the global risk management and insurance industry.
Business Challenges Faced by the Insurance Agency Training Company
The client approached Kasmo with several business challenges:
Data Ingestion:
Our client wanted to consolidate all their data from various sources on a single platform. Managing diverse data sources can be challenging as it results in data silos. The inconsistent formats and structures across these sources further complicate ingestion. Due to different data types, they required customized data solutions.
API Integration:
The client wanted a Smart Search API that can enhance user experience and integrate smoothly with the existing Smart Search web interface.
Chatbot Development:
The client wanted to create a chatbot that can generate accurate insights and responses based on the claims data and meet user needs and expectations.
Reporting and Dashboards:
The client wanted to integrate comprehensive reports and dashboards into the existing application that can provide them with actionable insights and support data-driven decision-making.
Kasmo’s Solutions
Kasmo understood these business challenges for the education provider and created a Snowflake solution for the client. Our experts developed a Gen AI powered chatbot solution called “Smart Search” that has successfully solved their business challenges. This “Smart Search” solution was built on the Snowflake AI Data Cloud.
Smart Search reduces the dependency on technical teams for data retrieval, thereby increasing efficiency and productivity. The tool is particularly beneficial for business users who need quick answers without the steep learning curve of SQL.
It leveraged Snowflake Arctic, Cortex, and Streamlit UI, which integrated data from various claims sources into the Snowflake Data Cloud almost in real-time. It processed user inputs and intelligently retrieved relevant metadata. Snowflake Cortex then sent a prompt with the user’s request and context to a large language model (LLM). The response was then delivered back to users through the Smart Search web interface.
Results Achieved
1. Enhanced Decision-Making: Our client could now make data-driven decisions quickly by providing instant access to complex data insights without the need for technical skills.
2. Improved Efficiency: We reduced the turn-around time for data retrieval from hours or days to seconds, significantly enhancing operational efficiency for our client and enabling faster response times to business queries.
