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Insurance enterprise team working with Azure AI Search · Azure AI Foundry · SharePoint · Guidewire — pronix.ai case study
Case study · Employee Experience · Enterprise Knowledge AI

Enterprise knowledge AI grounded on 2.4M policy documents at a national insurer

Underwriters and claims staff were working from conflicting versions of the same procedure. pronix.ai built a governed enterprise knowledge layer over 2.4M documents with ownership, freshness and citation enforced — 94% answer accuracy on the evaluation set and a citation on every single response.

National insurer, 14,000 employees · Azure AI Search · Azure AI Foundry · SharePoint · Guidewire

Client
National insurer, 14,000 employees
Industry
Insurance
Platform
Azure AI Search · Azure AI Foundry · SharePoint · Guidewire
94%
Answer accuracy on the evaluation set
100%
Responses with a source citation
-380k
Stale documents retired before launch
-52%
Time spent searching for procedure

*Representative outcome; results vary by client, scope and platform configuration.

The challenge

2.4M documents across SharePoint, a legacy DMS and team drives, with no authoritative version, no retirement process and state-specific variations buried inside national procedure files. Staff answered from memory or from whichever document search returned first, and audit had flagged inconsistent procedure application twice in three years.

Our approach

Step 01

Governance before retrieval

Every source was classified as authoritative, reference or retire, with a named owner and review interval. 380,000 documents were retired before a single one was indexed.

Step 02

Jurisdiction-aware chunking

State and line-of-business metadata is extracted and enforced at query time, so a Florida claims question cannot be answered with a Texas procedure.

Step 03

Citations are mandatory

No citation, no answer. Responses link to the exact clause and show the document's effective date and owner.

Step 04

Freshness as a first-class signal

Stale documents are down-ranked and their owners are notified automatically — the corpus improves without a content project.

Step 05

A real evaluation set

1,600 questions written by underwriters and claims leads, scored each release by LLM-as-judge with human spot-checks. Nothing promotes below threshold.

We stopped arguing about which document was right. That was worth more than the time savings.

Chief Underwriting Officer
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Illustrative case study. Scenarios, metrics, quotes and client details are representative composites based on Pronix engagements and industry benchmarks unless a named client is shown with written consent. Outcomes vary by client, scope, data quality and platform configuration. Nothing on this page is a guarantee, warranty or professional advice. See our Terms of Use for the full disclaimer.

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