What is an AI assistant?
An AI assistant is a program that uses a large language model (LLM) to understand documents, follow instructions, and take actions on your behalf. Unlike traditional automation — which follows fixed rules — an AI assistant can handle varied inputs, make judgment calls, and adapt to different formats, the way a trained member of staff would.
What assistants do on the Evari platform
Evari deploys assistants that work on specific insurance workflows. A typical assistant might:
- Read a broker submission in any format (PDF, Word, email, scanned image)
- Extract the relevant underwriting data automatically
- Check it against your eligibility and compliance rules
- Route it to the right person or system with a clean data summary
All without anyone typing anything.
Assistants vs traditional automation
Traditional automation tools follow fixed rules: if X happens, do Y. AI assistants are more flexible — they can read documents that arrive in different formats, handle ambiguous instructions, and make judgment calls that rule-based tools cannot. That's why they work for insurance, where submissions and documents are never perfectly consistent.
Human-in-the-loop
Evari assistants are configured with a confidence threshold. High-confidence decisions go through automatically. Lower-confidence items are flagged for your team to review. You control the threshold — you decide how much oversight is appropriate for each workflow.
What assistants can connect to
On the Evari platform, assistants can integrate with email, policy administration systems (Socotra, Vertafore, Applied Epic), CRM platforms, broker portals, and custom internal systems. See What systems does Evari integrate with? for more detail.