The solution involved data vectorisation, a retrieval-augmented generation (RAG) pipeline, and an advanced AI agent. Trismeg’s platform transformed structured and unstructured data into embeddings, facilitating easy management and retrieval of information, including coverage details, policy information, and underwriting guidelines. The RAG pipeline enabled the AI agent to access real-time, accurate information, providing precise responses to user queries. The AI agent interacted with users, offering real-time answers about coverage, policies, and underwriting guidelines, and could also identify nearby hospitals and schedule doctor appointments. The on-premises deployment ensured data integrity and GDPR compliance, maintaining customer trust and meeting regulatory requirements.