---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Using Agentic Contact Center for Insurance

# Use Agentic Contact Center for Insurance {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Learn about the tasks insurance customer service representatives perform in Agentic Contact Center for Insurance to manage interactions with AI-powered assistance, review customer insurance profiles, and generate customer insights.

## Overview of tasks in Agentic Contact Center for Insurance {#agentic-contact-center-for-insurance-use__cf-using-parent-workflow}

Insurance customer service representatives perform these tasks in Agentic Contact Center for Insurance:

* [Work on an insurance interaction in Agentic Contact Center for Insurance](https://www.servicenow.com/docs/2ct7F6AYMWxISHPDcS2eJw "Manage insurance customer interactions in the Interaction page for Agentic Contact Center for Insurance. Customer service representatives (CSRs) can verify customer identity, use AI-generated insights, and complete interactions with automated wrap-up summaries.")

  Manage insurance customer interactions in the Interaction page. Accept incoming calls and resolve issues with AI-powered assistance.
* [View an insurance customer profile in Agentic Contact Center for Insurance](https://www.servicenow.com/docs/knnuELR1I11iDvnaQJpcOw "Review a customer's AI-generated insurance profile, financial overview, and interaction history in the Customer 360 page so that you can understand the customer's insurance relationship.")

  Review a customer's AI-generated insurance profile, financial overview, and interaction history in the Customer 360 page to understand the customer's insurance relationship.
* [View insurance policies and coverages in Agentic Contact Center for Insurance](https://www.servicenow.com/docs/T6NLUrJdRgBxR33VIlDJMg "Review a customer's policy portfolio and coverage details in the Customer 360 page so that you can understand the customer's active and historical insurance products.")

  Review a customer's policy portfolio and coverage details in the Customer 360 page to understand the customer's active and historical insurance products.
* [View insurance cases in Agentic Contact Center for Insurance](https://www.servicenow.com/docs/0cxzMJMy1sUNIM7v8TpE2w "Review insurance claims and service cases for a customer in the Customer 360 page so that you can understand the customer's open and recent service activity.")

  Review insurance claims and service cases for a customer in the Customer 360 page to understand the customer's open and recent service activity.
* [Generate customer insights in the Customer 360 page for Agentic Contact Center for Insurance](https://www.servicenow.com/docs/_fEO0wQ_I9J7tdwP76KbBQ "Use the Insurance CSR customer insights AI agent in the Customer 360 page to quickly access and understand a customer's insurance details, including policies, coverages, claims, and servicing history, without navigating away from the workspace.")

  Use the Insurance CSR customer insights AI agent in the Customer 360 page to generate AI-powered answers about a customer's policies, claims, and coverage.
* [Request AI agent support in the Interaction page for Agentic Contact Center for Insurance](https://www.servicenow.com/docs/X0t_G0U82vn3Qha4KB_a8A "Request AI-powered assistance during insurance customer interactions to receive real-time insights, intent identification, and recommended responses. The Insurance CSR support AI agent analyzes call context and transcripts to provide next-step guidance and suggested actions within the Interaction page.")

  Use the Insurance CSR support AI agent in the Interaction page to receive real-time retrieval support during calls with a customer.
{#agentic-contact-center-for-insurance-use__cf-using-parent-steps-ul}