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Knowledge Management Systems for Customer Service

Repositories of information, procedures, and policies that help customer service representatives quickly access accurate information to resolve policyholder inquiries.
Other Customer Service

NICE CXone Knowledge Management
By: NICE inContact
https://www.nice.com/products/cxone-expert/
AI-powered knowledge base with natural language processing, guided assistance workflows, content authoring tools, version control, and performance analytics. Enables insurance customer service representatives to provide accurate information about policies, claims, and compliance requirements.

Coveo for Insurance
By: Coveo
https://www.coveo.com/en/solutions/financial-services
AI-powered search and recommendations platform with unified index, machine learning relevance, content gap analytics, and omnichannel support. Helps insurance customer service teams quickly find the most relevant information about policies, claims, and compliance requirements.

KMS Lighthouse for Insurance
By: KMS Lighthouse
https://www.kmslh.com/industries/insurance/
Comprehensive knowledge management system with decision trees, contextual search, content management tools, compliance tracking, and performance analytics. Enables insurance agents to quickly access accurate information about policies, claims processes, and regulatory requirements.

Appian for Insurance Customer Service
By: Appian
https://www.appian.com/industries/insurance/customer-service/
Knowledge management solution with integrated workflows, document management, AI-powered search, and case management capabilities. Helps insurance agents access policy information, claims procedures, and compliance requirements while serving customers.

Watson Assistant
By: IBM
https://www.ibm.com/cloud/watson-assistant/
An AI-powered virtual agent that learns from customer interactions, provides instant responses, and easily integrates with existing customer service systems to improve overall efficiency.

Freshdesk Knowledge Base
By: Freshdesk
https://freshdesk.com/knowledge-base/
Allows customers to find answers quickly through guided self-service options while providing analytics for team performance and customer satisfaction metrics.

BMC Helix Knowledge Management
By: BMC Software
https://www.bmc.com/it-solutions/helix-knowledge-management.html
Cognitive search, AI-powered knowledge authoring and curation, KCS v6 certified, analytics and dashboards, omnichannel access, integrations with insurance service platforms, enables agent and customer self-service.

UiPath Automation Cloud – Knowledge Center
By: UiPath
https://www.uipath.com/solutions/industry/insurance
Centralized knowledge hub, automation of knowledge extraction and delivery, AI-enhanced search, workflow integration, supports insurance claims and customer onboarding processes.

ServiceNow Financial Services Operations
By: ServiceNow
https://www.servicenow.com/solutions/industry/financial-services.html
Knowledge management platform with AI-powered search capabilities, document management, integrated workflows, self-service portals, and performance analytics. Enables insurance agents to access standardized procedures, compliance information, and product details to improve customer service efficiency.