How First Mid Insurance transformed training with an AI assistant
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"We’ve turned cumbersome manuals into interactive AI assistants—dramatically increasing productivity, streamlining training, and reducing compliance risks"
First Mid Insurance Group (FMIG) is a full-service insurance agency serving individuals, families, and businesses across the United States. Through multiple acquisitions, FMIG expanded its footprint and inherited varied workflows, systems, and training materials. Ensuring consistent training, efficient onboarding, and robust compliance across these disparate teams became increasingly challenging as the company grew.
As FMIG’s operations expanded, training and onboarding strained under the weight of inconsistent materials and sprawling documentation. New employees were expected to navigate more than 200 pages of training manuals — a static, unwieldy repository that was difficult to search and apply in real time.
This fragmentation created several critical challenges:
- 1. Cumbersome manuals that were hard to navigate and not conducive to learning
2. Inconsistent workflows across axquired agencies, leading to ineffeiciences and confusion
3. Slow onboarding causing new hires to spend excessive time searching documentation
4. Increased compliance risk due to reliance on manual processes and outdated instructions
5. Operational drag as managers oversaw repetitive, low-value training tasks
Without a scalable training solution, FMIG risked slowing productivity, increasing errors, and weakening compliance across critical employee workflows.
Nurix deployed a custom AI-powered training assistant designed to transform FMIG’s documentation into an interactive, always-on learning companion. Rather than forcing employees to hunt through pages of text, the AI assistant provided structured, context-aware guidance on demand.
The solution blended advanced knowledge retrieval with conversational workflows tailored to FMIG’s business rules and compliance requirements.
Key workflows included:
- Interactive onboarding support:
Employees could ask questions and receive concise, accurate step-by-step instruction, instantly replacing static study. - Real-time workflow guidance:
The assistant delivered relevant processes based on query context, surfacing procedures and policies tailored to the task at hand — no manual searching required. - Knowledge retrieval engine:
Policies, standard operating procedures, and compliance rules were instantly referenced and delivered with high accuracy. - Escalation and compliance logging:
Out-of-scope questions were flagged and routed to supervisors, while every interaction was logged for audit readiness.
Together, these workflows turned FMIG’s cumbersome training manuals into a dynamic, conversational training experience that was accurate, traceable, and available on demand.
With the AI training assistant in production, First Mid Insurance unlocked immediate improvements:
Nurix enabled First Mid Insurance Group to replace static, manual documentation with a live, contextual AI assistant that scales across training, onboarding, and compliance needs without retraining or expanding staff. By combining real-time knowledge retrieval with conversational workflows, every interaction became: Traceable and compliant — logged for audit and review Consistent and reliable — delivering standardized guidance Available on demand — 24/7 knowledge access for employees This combination allowed FMIG to boost productivity, tighten compliance, and streamline onboarding while freeing human trainers to focus on strategic work rather than repetitive instruction.
Distributed and inconsistent training documentation across acquired agencies made onboarding slow, fragmented, and prone to errors, increasing compliance risk and burdening managers.
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