PureSoftware Builds AI-Powered SME Search for a Leading US-Based Insurance & Reinsurance Brokerage Firm
Business Challenge
Our client, a leading US-based insurance and reinsurance brokerage firm specializing in risk management, employee benefits, and specialty insurance solutions, was facing significant challenges that slowed down operations and limited responsiveness. The primary objective was to enable business teams to seamlessly identify and connect with the right subject matter experts (SMEs) to improve efficiency and decision-making.
The key issues included:
- Difficulty in quickly identifying the right SMEs across different categories
- Reliance on manual, keyword-based search that often-missed relevant experts due to variations in terminology
- Absence of a unified, intelligent search system, which increased the time and effort required by business teams
Business Analysis
PureSoftware conducted an in-depth review of the client’s search processes and identified key gaps. Traditional keyword-based search methods were unable to interpret the intent behind queries or account for semantic variations in terminology, which often led to missed results. The absence of a centralized, AI-powered capability to match users with the most relevant SMEs created inefficiencies. Additionally, the client’s expert data was scattered across fragmented sources, making it difficult to surface the right information at the right time.
PureSoftware’s Solution
PureSoftware designed and implemented an AI-powered SME Search API to streamline and modernize the client’s expert search process. The solution included:
- Development of the SME Search API using Azure Foundry and Azure Search, ensuring enterprise scalability and robust security.
- Deployment of a hybrid search approach that combined semantic search and vector search to capture both context and intent, not just keywords.
- Categorization and retrieval of SMEs across multiple domains, including national, regional, program-specific, and risk management experts.
Business Impact
The AI-powered search system delivered measurable benefits to the client’s business:
- Faster and more accurate identification of SMEs, enhancing agility and responsiveness.
- Improved relevance of search results, even in cases where queries did not exactly match existing keywords.
- Reduction in manual effort and time spent by business teams locating experts, freeing up resources for higher-value tasks.
- Enhanced decision-making by ensuring timely access to the right expertise when needed.
