Case Study · Insurance

A Legal Copilot Agent for the Savings Teams

Generali, one of the world's largest insurance companies, chose to integrate a legal conversational agent built with Witivio to simplify access to documents, processes, and tax rules within the Savings teams. Connected to Microsoft Teams, it responds 24/7 to frequently asked questions on sensitive, complex topics.

4Months saved/year

90%Satisfaction

-40%Legal tickets

The Challenge

Legal teams under pressure

Generali's legal teams were overwhelmed by repetitive questions about contracts, tax rules, and compliance. Complex insurance regulations require quick, accurate answers, and the Savings teams needed instant access to legal documents and fiscal processes.

Complex regulations

Constantly evolving tax and contractual rules requiring reliable, up-to-date answers for teams managing Savings products.

Repetitive requests

Legal experts were spending considerable time answering the same questions about contracts, compliance, and tax obligations for non-resident clients.

The Solution

A legal AI agent in Microsoft Teams

Generali deployed a legal conversational agent connected to Microsoft Teams and Skype covering five key domains within the Savings teams.

Instant access to contract templates

Quick access to standardized contracts and regulatory forms directly from the conversation.

Tax rules support

Clear answers on fiscal obligations, particularly for non-resident clients and specific cases.

Contract change assistance

Guidance on co-subscriptions, beneficiary transfers, and contractual status changes.

Advances and partial buybacks

Simplified management of advances, partial buybacks, and PACTE transfers, information accessible in seconds.

Automatic escalation

Auto-escalation to the legal department for complex cases requiring in-depth human expertise.

Results

Measurable performance

Months of work saved per year

The equivalent of 4 full-time months saved by answering L1 legal questions without human intervention.

88%

Performance rate

The agent understands and correctly processes 9 out of 10 requests, ensuring reliable and accurate responses.

90%

Satisfaction rate

Users praise the agent for its speed, accuracy, and round-the-clock availability.

Key Benefits

Tangible daily impact

Reduced legal support requests

Significant decrease in repetitive requests directed at legal teams.

Uniform, up-to-date answers

Consistent, current information eliminating risks of errors and outdated responses.

Enhanced user satisfaction

Instant responses 24/7, no more waiting for an expert to become available.

Less pressure on legal experts

Legal professionals focus on high-value cases, freed from L1 questions.

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