Qorus Innovation in Insurance Awards 2024- Nominated

Avatar Coach - A New Character-Driven Training Experience

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Ping An Group

Logo of Ping An Group

With over 227 million retail customers and 693 million Internet users, Ping An is one of...

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18/04/2024 Insurance Innovation

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Avatar Coach transforms training with immersive scenes, featuring customizable avatars powered by a Large Language Model. It tailors dialogues to character traits, enhancing learning in professional skills, compliance and ethics.

Innovation presentation

In rapidly evolving markets, customer engagement is crucial. To address this, we have launched a revolutionary tool, Avatar Coach, which ingeniously integrates large language model technologies to build a compliant, professional, and efficient training platform. It excels in guiding trainees to think from others' perspectives, understand and apply knowledge in multiple dimensions, offering insurance agents an unprecedented learning experience. This platform not only breaks the limitations of traditional training models but also fundamentally changes the way insurance agents are trained. It provides a wealth of simulated scenes, allowing agents to practice in a virtual environment so that agents not only acquire solid professional knowledge but also learn how to communicate better with clients, understand their needs, and provide suitable products and services. This enables agents to offer more thoughtful and professional services, thus opening new markets and winning more trust from clients.

Uniqueness of the project

(1) New Model: Highly Personalized Training

Traditional offline training for insurance agents typically uses a standardized course model that often lacks personalization and fails to account for agents' unique backgrounds and customer demographics. However, with the introduction of GPT and Avatar Coach, we have transformed this approach into a truly personalized training model. This platform creates virtual customers with diverse backgrounds and needs, providing agents with realistic sales environments for practicing various techniques in a safe, virtual setting. This method not only enhances agents’ perspective-taking abilities but also deepens their understanding of customers' needs and expectations, leading to more personalized and empathetic services.

Avatar Coach moves beyond traditional training by evaluating each agent's current sales performance to tailor personalized learning courses. This adaptive approach allows agents to target specific learning needs, engage with new customer groups, and acquire essential skills, significantly improving both personal effectiveness and team growth. This shift from a one-size-fits-all model to a customized training strategy not only boosts customer satisfaction but also enhances the agents' market competitiveness.

(2) New Experience: Realistic Character Simulation

Traditional training often struggles to bridge the gap between theoretical knowledge and actual sales situations, hindering agents from effectively applying what they've learned. Avatar Coach revolutionizes this by incorporating realistic character simulations developed with input from top-performing insurance agents who contribute their market insights and practical experience.

Using GPT technology, Avatar Coach creates training scenarios that reflect actual market characteristics and customer needs from various regions, ensuring the simulations are both practical and targeted. By featuring high-quality conversational content, these simulations enhance the relevance and specificity of the training, engaging agents in immersive professional drills. This roleplay approach transforms the training experience, moving away from monotonous learning processes and significantly boosting engagement, attention, and effectiveness.

The roleplay format fosters active learning and keeps agents engaged by placing them in realistic, interactive scenarios where they must think on their feet. This method heightens their interest and prolongs engagement by making learning sessions feel less like traditional lectures and more like hands-on problem-solving. As agents interact with the virtual characters, they are continually challenged to apply their knowledge in new ways, which enhances retention and understanding.

Furthermore, GPT technology personalizes the learning experience by analyzing each agent’s personality traits and learning needs, leading to tailor-made training plans that resonate more deeply with individual agents. Avatar Coach's feedback system provides real-time, precise professional advice and assessments, allowing agents to see immediate results from their training efforts and adjust their learning paths accordingly.

This innovative approach not only accelerates the effectiveness and growth of newcomers but also ensures continuous improvement in training effectiveness. Agents receive immediate, actionable feedback that allows them to identify and correct weaknesses swiftly. This ongoing evaluation, supported by detailed analytics and performance data, provides clear guidance for subsequent improvements, injecting new energy into the learning process and ensuring that agents are more deeply engaged and better equipped to handle the complexities of the modern insurance landscape.

(3) New Engine: Enterprise Intelligence Integration

In traditional insurance training and sales systems, sales managers usually bear the critical responsibility of providing guidance and feedback to team members. This not only places significant pressure on sales managers' time and energy but often affects the quality and efficiency of training and guidance due to resource limitations. However, with the launch of the Avatar Coach platform, the application of large language model technology and the integration of multiple professional knowledge and experiences have significantly changed this situation.

- Cost Reduction

Automated personalized training content generation: Large language models can generate personalized training and feedback content based on agents' specific needs and performance automatically. Compared to the traditional method of manually developing training plans, this automated process significantly reduces human resource costs. For example, by analyzing sales records and customer feedback, the model can identify skill areas agents need to improve, automatically generating targeted training materials, saving a significant amount of training material development and update costs.

Reduced dependence on high-value sales managers' time: In traditional training models, sales managers spend a lot of time on one-on-one guidance, reducing work efficiency and increasing human resource costs. By introducing large language models, the platform can take over part of this work, allowing sales managers to spend more time on strategic planning and team management, improving the overall efficiency of the sales team.

- Efficiency Improvement

Real-time feedback mechanism: Large language models support real-time analysis of agents' training progress and sales performance, providing immediate feedback and improvement suggestions. This immediacy, compared to periodic training assessments and feedback, helps agents identify and correct issues faster, shortening the learning cycle and accelerating skill improvement.

- Large-scale customized training:

Using large language models, the Avatar Coach platform can offer customized training and guidance to thousands of agents simultaneously without incurring additional costs. This scale of personalized training is almost unimaginable under traditional models because it would require a correspondingly large team of instructors and resources.

The core value of these new capabilities lies in automating the sales training and guidance process through technological means, significantly reducing reliance on human resources and thereby lowering costs. At the same time, it ensures the consistency and high standards of training quality, helping insurance companies to more effectively scale up the training of high-quality sales teams. Ultimately, this not only improves agents' performance and customer satisfaction but also brings higher business efficiency and market competitiveness to insurance companies.

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