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Smart Coaching System for a Major Life Insurance Company

Client Background

The company has a large and mobile salesforce, but limited training resources. Frontline teams face challenges in consistently delivering sales logic training. There was an urgent need for a smart coaching system featuring one-on-one voice interactions for preview, practice, and assessment to improve sales readiness, boost retention and conversion, and enhance key performance metrics.

Business Challenges
  • 01
    Scalability & Performance

    Support up to 800,000 users nationwide and 30,000 concurrent learners.

  • 02
    AI Capability Upgrade

    Add dialect recognition and intelligent compliance review.

  • 03
    Feature Enhancement

    Enable mobile access for training task management anytime, anywhere.

Solution
Customized Development

Integrated smart coaching system with key training workflows. Combined team management, training content, and AI tools to enhance sales dialogue training and improve retention and conversion rates.

New System Build

Developed a new intelligent training system integrated with platforms like OTS to meet cross-channel training needs and empower frontline agents.

New Features

Introduced real-time task creation, editable sessions, progress saving, performance tracking, and data analytics.

Results

More Unified Training:

The intelligent coaching system is deeply integrated with the company’s training portal, fully supporting various business lines and realizing the vision of “tech-powered training, training-empowered teams.”



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