Benefit Inquiry Agent

Our solution connects Dynamics 365 Customer Service with policy administration platforms like Facets to deliver fast, accurate benefit information.

Current Challenges

· Customer service reps waste time navigating multiple systems.

· Large datasets slow down queries.

· Missing or incomplete data causes errors.

Key Capabilities

· One-Click Launch – Start directly from Dynamics 365 Customer Service.

· Instant Data Retrieval – Pull member and plan details from Dynamics 365 and external systems.

· Smart Indexing – Speeds up queries for large datasets.

· Reliable Backup – Ensures data availability with fallback options. Business Impact

· Faster responses, less navigation.

· Fewer errors with automatic context.

· Scalable performance for big data.

· Always-on access to critical information.

Primary Users

· Customer Service Representatives

· Member Services Agents

· Supervisors & Team Leads

· Support Analysts

· Members