Smart Coaching System for a Leading Life Insurance Company
This major life insurance company operates a vast network of subsidiaries and branches, with a total salesforce of approximately 1.9 million, including over 1.57 million agents in the personal insurance channel. Due to the sheer size and high turnover of the sales team—combined with a shortage of qualified trainers—sales logic training at the branch level faces significant execution challenges. To address this, the company sought to build an intelligent training platform powered by AI coaching bots to improve agents’ understanding and application of various sales logics.
Leveraged facial recognition technology to monitor participants and ensure authentic training outcomes. A floating window feature displays learner performance, helping reduce anxiety through repeated practice and enabling natural responses in real-life scenarios.
With manual creation, 20 foundational training scenarios required 2–3 days. Using knowledge graphs, over 100 training paths can be generated instantly—boosting efficiency by more than 100x.
Each AI coaching bot can replace up to four human trainers for one-on-one sessions. For a sales team with 17 trainers (each with an average annual cost of ¥72,000), the system can reduce annual operational costs by around ¥300,000.
