SWIRL 5 Assistant: Real Answers From Your Insurance Policy and Lease, Cited and Cross-Checked

An enterprise assistant that searches instead of remembering. Every question triggers a live, permission-aware federated search across your own systems, in Thoughtful mode: multiple rounds of retrieval before it answers. Three real questions, shown end to end, question first: - "What sources can you search for me?" The answer is the actual provider list: Teams, Outlook, OneDrive, SharePoint, Box, iManage, databases, and the web. - "What are the limits of our general liability insurance policy?" It finds the CNA policy in OneDrive, reads it, and answers with the real numbers: $1M per occurrence, $2M aggregate, down to the policy number, broker, and premium. It even flags that a newer policy document is on file. - "What insurance does the Dakota Partners lease require us to carry?" The lease's actual insurance section: liability limits, plate glass, machinery, property at full replacement cost, carrier rating requirements. Then the part nobody asked for: the assistant compares the lease's requirements to the current policy, confirms the limits are met, and flags the one thing to verify: that the landlord is named as an additional insured. That's what happens when an assistant can actually read your documents. 0:00 Ask what it can search: your real sources, enumerated 0:24 Policy limits, read out of the policy itself 0:51 Lease requirements, cross-checked against the current policy Try SWIRL: https://swirlaiconnect.com Docs: https://docs.swirlaiconnect.com/AI-Search-Assistant.html Try the SWIRL skill in Claude Cowork: claude plugin marketplace add swirlai/swirl-claude-plugin #AI #EnterpriseSearch #RAG #Chatbots