A virtual concierge that answers members in seconds.
We built a regional health plan an agentic AI assistant — grounded in their own benefits, claims, and pharmacy data — that deflects a third of call volume across every channel.
3M+ members
Agentic RAG
Azure AI Foundry
Omnichannel
35–40%
Call deflection
$950K
Annual savings
Seconds
Avg. resolution
24/7
Security, monitoring, auditability, adoption
35-40%
Call deflection
$950K
Annual savings
Seconds
Avg. resolution
24/7
Every channel
The challenge
Open enrollment broke the call center.
Thousands of calls a day, most of them routine — and agents stuck searching siloed systems instead of helping.
Volume spikes
Hold times and abandonment climbed past every target during peak weeks.
Siloed data
Reps lost 30–40% of each call hunting across disconnected systems.
Agent burnout
Simple questions crowded out complex cases, driving turnover.
Inconsistent answers
Phone, email, and chat gave different responses to the same question.
Inconsistent answers
Phone, email, and chat gave different responses to the same question.
Slow resolution
First-call resolution lagged; average handle time kept climbing.
No visibility
Staffing gaps went unnoticed until service levels had already dipped.
The approach
One assistant, wired into enterprise data.
The concierge connects every member channel to the systems that hold the real answers — and reasons over them live.
Meets members on phone, email, SMS, web & mobile
Pulls from CRM, billing, scheduling & claims
Nothing stored assistant-side — every answer is live
Personalized, member-specific responses
How it works
Ask anywhere. Grounded every time.
Built on Azure AI Foundry with the latest OpenAI GPT models as the reasoning engine.
01
Any channel
Voice, web, mobile, email & SMS route through one orchestration layer.
02
Understand
The GPT model interprets intent — even nuanced coverage questions.
03
Ground
AI Search retrieves live plan, claims & member data in real time.
04
Respond
Answers stay scoped to that data, cutting fabricated responses.
Built on
The stack
Azure AI Foundry · GPT reasoning
Azure Bot Service · orchestration
Azure AI Search · retrieval
Speech Services · voice
Communication Services · channels
Azure AD B2C · auth & MFA
Deflect a third of your calls in 90 days.
Let’s scope what an agentic concierge looks like for your members.