Agentic Policy Service for Insurers and MGAs

PolicyBuddy™ extends Xemplar’s digital engagement portfolio with a guided service experience that connects policyholder and agent interactions to approved insurance content, policy workflows, and live support paths.

CONVERSATIONAL POLICY SELF-SERVICE

Help Policyholders Get Answers Without the Wait

Support common policy questions and service requests through conversational AI while keeping live assistance available when additional help is needed. Tell us the types of inquiries your service teams handle today, and we can discuss where PolicyBuddy can support faster policyholder service.

BUSINESS FIT

Built for policy service moments that need direction, consistency, and escalation

Policy interactions often begin with simple questions but quickly require trusted content, system access, or a human handoff. PolicyBuddy™ is relevant for insurers that want a more guided digital path across everyday policy service without isolating those interactions from existing systems and teams.

Policy knowledge access

Provides a structured route to common policy questions and service information based on approved insurance content.

Connected service paths

Supports policy-related interactions that can connect with existing systems, available APIs, and defined service workflows.

Escalation readiness

Keeps live support available for complex, sensitive, or time-bound requests that should move to human review.

XEMPLAR ENGAGE FIT

A conversational layer for connected policy service

Multi-language support for broader accessibility

Secure, API-driven implementation model

Insurer branding so the experience fits the existing digital environment

Visibility into usage patterns and chat activity

PolicyBuddy™ complements Xemplar’s mobile app, insured portal, and telematics capabilities by adding a conversational, agentic layer for policyholder service. It supports interactions that go beyond static access to information, helping insurers create a more connected self-service experience across their digital ecosystem.

For a deeper look at workflows, capabilities, implementation options, and use cases, explore PolicyBuddy™ on Bay6 AI.

Review PolicyBuddy™ capabilities on Bay6 AI

For detailed workflows, capability depth, implementation discussion, and demo next steps, continue to the dedicated PolicyBuddy™ product page on Bay6 AI.

What is PolicyBuddy™?

PolicyBuddy™ is an AI-assisted policy self-service solution designed to help insurers provide guided answers, policy access, and digital service workflows through conversational interactions.

Is PolicyBuddy™ only an insurance FAQ chatbot?

No. In addition to answering questions from insurer-approved knowledge and content, PolicyBuddy™ can be connected through APIs to support authenticated policy self-service workflows such as retrieving policy information, accessing documents, collecting payments, or initiating service actions.

What systems can PolicyBuddy™ connect to?

PolicyBuddy™ can work with insurer APIs, policy content, and core systems so conversational interactions can access approved information and support authorized service workflows based on the implementation.

Can PolicyBuddy™ use insurer-specific content and FAQs?

Yes. PolicyBuddy™ can be configured with insurer-specific content, knowledge, and FAQs so responses reflect the information and service context approved for that implementation.

Can PolicyBuddy™ transfer a conversation to live support?

Yes. PolicyBuddy™ can be configured with an escalation path to live support for complex, sensitive, or time-critical requests that require human involvement.