Success Stories
Insurance

How First Mid Insurance Transformed Training With an AI Assistant

By turning a 200-page training manual into an interactive AI-powered assistant, First Mid Insurance simplified onboarding, reduced compliance risks, and boosted team productivity, all without retraining or expanding staff.
About the company

First Mid Insurance Group (FMIG) is a full-service insurance agency offering tailored solutions for individuals, families, and businesses across the United States. Following multiple acquisitions, FMIG needed a way to unify workflows, streamline employee training, and maintain compliance across its expanding operations.

The Challenge

As First Mid Insurance Group expanded through acquisitions, it inherited multiple agencies — each with its own workflows, processes, and training manuals. This created a number of critical challenges:

  • 200+ page training manual that was difficult for new employees to navigate.

  • Inconsistent workflows across acquired agencies, leading to inefficiencies and errors.

  • Slow onboarding as employees spent excessive time searching through documentation.

  • Increased compliance risks, with manual processes prone to human error.
Traditional training methods could not keep pace with the scale and complexity of FMIG’s growing operations, creating pressure on both managers and new hires.

Impact

Deploying Nurix’s AI-powered assistant transformed FMIG’s training and onboarding delivering measurable, high-value results
100%
of workflows automated

eliminating reliance on static manuals.

95%
accuracy

in guiding employees through processes and compliance steps.

25%
increase in team productivity

with faster onboarding and fewer errors.

237%
ROI within 90 days

proving rapid value realization.

The Core Technology Stack

AI-Powered Training Assistant

Knowledge Retrieval Engine

Workflow Orchestration & Escalation

Analytics & Compliance Dashboard

Our Custom AI Solution

Nurix deployed a conversational AI Assistant tailored to First Mid Insurance’s training and compliance needs, transforming a static 200+ page manual into an interactive, always-available training companion.

Smarter Workflow Guidance

The AI guided employees through complex insurance workflows step-by-step, surfacing only the most relevant procedures in real time.

Knowledge Retrieval Engine

Instantly referenced policies, SOPs, and compliance rules to provide 95% accurate answers without manual searching.

Context-Aware Conversations

Maintained session continuity during onboarding and training, ensuring smoother, more consistent employee experiences.

Escalation & Compliance Logging

Automatically flagged out-of-scope queries, handed them off to supervisors when needed, and logged every interaction for compliance and audits.

We’ve turned cumbersome manuals into interactive AI assistants—dramatically increasing productivity, streamlining training, and reducing compliance risks.

Clay M. Dean - CEO, First Mid Insurance Group

Key Differentiator

Training that scales with zero overhead, zero retraining.

First Mid’s AI-powered assistant transforms onboarding by replacing static manuals with real-time, conversational guidance. It scales instantly to support new hires across multiple acquired agencies — without additional cost or retraining. With built-in knowledge retrieval, compliance logging, and performance analytics, every training interaction is traceable, consistent, and audit-ready.

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