A nationwide insurance service provider

The problem

Manual quality review covered only about 5% of conversations, so misleading sales claims and improper commitments were hard to catch in time. Investment advisors and underwriters spent much of the day searching product clauses, regulatory documents and historical cases. Regulation also required data to stay inside the corporate network, which ruled out public cloud AI services.

Our solution

We completed a private deployment inside their network: the ZClaw AIOS foundation plus a full-coverage AI quality review system that checks every conversation in real time and flags risky scripts automatically. A financial knowledge base consolidates product clauses, regulations and historical cases so advisors and underwriters get cited answers instantly. All data stays inside the network, with every action logged to satisfy audit requirements.