Insurance App - Onboarding documents, changes, policy questions -- 2

An app’s ai function that could handle an onboarding sales process, policy changes and answer customer service questions, specifically in the insurance world.
I would need the ai app to:
- review applications for errors based on data of previously completed applications
- answer questions on coverage based on the data we would provide of our plan’s underwriting guidlelines/ exclusions/ limitations / coverages etc
- make changes to a members plan (add/remove someone, raise/lower deductibles, etc.)
- offer suggestions on how to optimize someone’s plan. Clients often ask what we suggest based on their usage and efficiency models could be provided

I understand that ai systems provide answers based on large data sets.
I am curious if we could have that data set it provides answers from be a specific insurance companies plans and guidelines only?
Additionally I would want the ability to update the guidelines/parameters the information is being pulled from if changes to plans or state regulations happen.

I would want all of this in a mobile app that could communicate with an insurance companies CRM.