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Industry SolutionsSmart Coaching System for a Major Life Insurance Company
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.
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01Scalability & Performance
Support up to 800,000 users nationwide and 30,000 concurrent learners.
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02AI Capability Upgrade
Add dialect recognition and intelligent compliance review.
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03Feature Enhancement
Enable mobile access for training task management anytime, anywhere.
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.
Developed a new intelligent training system integrated with platforms like OTS to meet cross-channel training needs and empower frontline agents.
Introduced real-time task creation, editable sessions, progress saving, performance tracking, and data analytics.
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.”
