Insurance AI Meeting Platform Qorus Innovation in Insurance Awards 2022 - Winner

The agent-oriented mode is facing challenges in Chinese insurance industry. Rapid changes in dominant buyers, market demand and communication mode, making the traditional offline sales mode and simple script training difficult to provide agents with market competitiveness. At the same time, COVID-19 has led to an increasing demand on the part of agents for innovative sales tools. In order to solve the dilemma, continuously bring professional insurance service to customers, and meet the needs of online sales services, Ping An Life Insurance has developed an innovated one-stop tool called "AI Meeting Platform". Focusing on insurance sales scenarios, the platform provides a complete set of audio and video communication solutions, which supports agents to conduct tasks including online training, remote interaction with customers to explain products and services, offline intelligent face-to-face visits. The traditional business mode relying on offline visits has been expanded to intelligent "online + offline" dual linkage mode through the platform, which greatly meets the diverse needs of insurance sales. It also ensures the safety and compliance of the online meeting, and has since become a benchmark online product in the life insurance industry. The platform contains four core products: actual scenario training camp, intelligent meeting room, intelligent product seminar and intelligent offline visiting tool. It integrates cutting-edge AI technologies, such as intelligent speech recognition, robot real-time questions and answers, intelligent conversation assistance, audio and video calls, etc. It also establishes the three core abilities, which are learning, practicing and application, to support three corresponding scenarios that are sales, recruitment and training. The platform aims to provide innovative support, in order to effectively solve the core pain points for the agents, such as weak sales and recruitment skills, lack of materials and non-proficient script skills. It help agents improve their professional ability to explain insurance and serve customers, so that customers can enjoy professional insurance services remotely: 1. Free from spatial-temporal limitation, connect to customers anytime and anywhere Online meeting room: Revolutionize the traditional marketing mode, break the spatial limitation, and transfer visits from offline to online. The creation of an "online meeting room" is the first initiative in the Chinese insurance industry that highly fits the sale scenario. It adopts a smooth video communication mode that is well received by the public, ,to realize functions like real-time synchronization of scheme demonstration and simultaneous online meeting with customers from various places. The online mode is similar to the offline scenario and makes the service experience more genuine and natural. 2. Massive personalized insurance content, providing "what can be said" Personalized Visit Scheme: Provides a large number of exquisite meeting contents that complied to official regulation, and support agents the freedom to combine materials based on the needs of different customer groups. On the one hand, the meeting content on the platform promotes the standardization of the agents’ meeting process to improve service professionalism. On the other hand, the convenient content editing function helps the agents with more efficient preparation and higher service quality. 3. Control misleading sales and standardize "what cannot be said" Compliance detection and audio-video recording: The companion robot monitors sensitive words in real time and reminds them promptly while meeting customers. The robot supports one-click recording, and will record the whole process, thus avoiding misleading sales in the insurance industry in a real sense. 4. Discard monotonous materials, making on-site performance more vivid with AI Offline intelligent interview support: A variety of AI capabilities, such as knowledge anchor points and intelligent dynamic drawing, support electronic flat screen projection interactive display. It is able to automatically convey the originally complicated and profound professional insurance concept clearly through a structured and graphical method. With the help of AI, the project moves away from the standard cold and large-scale production logic to better popularize public insurance awareness, especially toward younger customers through a situational and technological meeting experience.