Ask AIVA Workflow Guide

What to Prepare

Confirm the scope and review responsibilities with your team, then gather the relevant approved material.

The approved knowledge sources available to the workflow.
The correct document version, account context, and relevant period.
A focused question and the result you need.
The reviewer and the intended audience for any response.

Follow the Workflow

Connect

Make approved documents and knowledge sources available. Source availability and access requirements are established for your team's implementation.

Ask

Ask a practical question about the available information. Focus on a document, a requested detail, or the information needed for the next task.

Explore

Review the answer, summary, or prepared response. Use relevant passages and available source references to understand how the response relates to the material.

Clarify

Follow up where information is missing or unclear. Ask for clarification, add approved context, or refer the question to an appropriate reviewer.

Verify

Check the original information before sharing or acting. Insurance professionals remain responsible for interpreting the wording and approving the final response.

Review Checklist

Confirm that the selected source material is relevant and current for the task.
Ask a specific question and identify the intended output.
Read the relevant source wording behind important details.
Clarify missing context or conflicting information.
Review the response for the intended audience.
Apply professional judgment and approval before sharing or acting.

Common Exceptions

The source does not answer the question

Obtain additional approved material or refer the question to an appropriate reviewer.

The answer appears broader than the source

Narrow the question and verify the original wording before relying on it.

A final coverage interpretation is required

Keep that decision with the responsible insurance professional.

Expected Output

A reviewed answer, summary, or draft with relevant source context and any unresolved questions clearly identified.

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Ask AIVA Workflow

Bring representative examples and your current checklist to the Acord AI team.

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Getting Started with
‍Ask AIVA

Ask AIVA

Bring Your Workflow.
‍We’ll Help Define the Next Step.

Getting Started with‍Ask AIVA

What to Prepare

Follow the Workflow

Review Checklist

Common Exceptions

The source does not answer the question

Obtain additional approved material or refer the question to an appropriate reviewer.

The answer appears broader than the source

Narrow the question and verify the original wording before relying on it.

A final coverage interpretation is required

Keep that decision with the responsible insurance professional.

Expected Output

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Ask AIVA Workflow

Bring representative examples and your current checklist to the Acord AI team.

Ask AIVA

Bring Your Workflow.‍We’ll Help Define the Next Step.

Getting Started with
‍Ask AIVA

Bring Your Workflow.
‍We’ll Help Define the Next Step.