What Your AI Learned

Rules your AI follows, built from feedback and patterns

Active Rules (3)

VoiceCorrection

When caller requests endorsement with 3+ vehicles, always escalate to account manager.

Auto-suggested from 1 callApplied to 2 calls since

VoicePreference

For COI requests, always confirm the certificate holder's full address before generating.

ManualApplied to 14 calls since

SubmissionAuto Rule

Auto-approve carrier match when confidence > 0.85 and lines are standard (GL/WC/Property).

ManualApplied to 38 calls since

Inactive (1)

VoiceKnowledge

Trucking accounts (NAICS 484) require physical damage coverage in addition to GL+Auto.

ManualApplied to 1 call since

Bruce Insurance Agency