Submitted by

AgeSA Hayat ve Emeklilik A.Ş.

Logo of AgeSA Hayat ve Emeklilik A.Ş.
25/03/2024 Insurance Innovation


BankaBot is an artificial intelligence powered app embedded in Teams both mobile and PC version, provides quick answers to frequent questions about Bancassurance asking by the sales coaches.

Innovation presentation

As AgeSA Bancassurance team in the company, our one of crucial professions is being a guider for sales coaches who realize selling activities in the market. In consideration of our guidance rule, sales coaches ask many questions, and we share lots of time to give answers to them. That’s why we developed an app “BankaBot” embedded into Teams program (both PC & mobile).

The origin story of the project is that before “BankaBot” project, an FAQ document (Sales Coaches Handbook) was created for sales coaches, and they were wasting lots of time to find enough information. "BankaBot" is embedded into Teams application to support this work with artificial intelligence and to make it more accessible for sales coaches.

There were some pain points for sales coaches such as;

• Failure to provide a quick solution when faced with a problem

• Inability to access information instantly when they needed

• No awareness of past experiences and the same problems/solutions experienced in different regions; shortly they reach the existing solution later.

Sales coaches usually was trying to solve a problem by asking their questions to related departments in headquarters via e-mail, telephone call, whatsapp and teams.

After this project, both sales coaches and bancassurance employees in headquarter can easily access information about sales campaigns, product details, policy collection processes, operational processes, practical suggestions for technical problems and “BankaBot” offers solutions for these. Thus, the teams in headquarter save lots of time and able to share their times to other business while “BankaBot” is getting like a new employee who answer all question instead of us.

Uniqueness of the project

“BankaBot” is an application made for the first time in the Bancassurance channel, supported by artificial intelligence, answers the questions asked by sales coaches, improving itself and enriching its content day by day. Before “BankaBot” project, sales coaches were searching answers from handbook on AgeSA internal web user pages.

Want to keep reading?

Become a Qorus member to get access to all our innovations

Interested in learning more? Speak to Boris, Qorus's Content Lead

Qorus has a library of almost 8,000 innovation case studies across critical areas like customer experience, sustainability, marketing & distribution and more that can be used to inform your decision-making.
Contact us

Related innovations

12/04/2024 Insurance Innovation

FNB Insure Retrenchment Cover

The FNB Insure Retrenchment Cover is the market-leading benefit of its kind. It offers customers cover that pays a monthly...

12/04/2024 Insurance Innovation

FNB Funeral Insurance Refresh - Towards Greater Financial Inclusion

Funeral insurance continues to be a crucial aspect of coverage for South Africans. The Funeral Refresh initiative enhances the product's...

12/04/2024 Insurance Innovation

Unlocking True Mobility with Flexible Vehicle Subscriptions and a Seamless Insurance Solution

Through Admiral Pioneer, Admiral Group’s venture building studio, Admiral has launched an API-first embedded insurance platform to enable automotive businesses...

12/04/2024 Insurance Innovation

Straight Through Processing for new FNB Life Customised Underwritten Life Insurance customers

FNB has improved the throughput rate of customers purchasing underwritten life insurance on the FNB App. This was done using...

Related news & insights

09/04/2024 Study

Driving forces: The interplay of financial services and the EV sector

The financial services sector and the electric vehicle (EV) sector are two dynamic realms undergoing a significant transformation in today's...

09/04/2024 News

MMA's new mobile app: Redefining customer experience

This new offering is tailored for both individual and professional clients, with a primary goal of simplifying their day-to-day interactions...

08/04/2024 Article

Insurance Innovation of the Month: Caminhos by Bradesco Seguros

This month’s Qorus Insurance Innovation award goes to Bradesco Seguros for Caminhos, a unique mentoring program designed to support and...

08/04/2024 News

AXA and AWS team up to revolutionize global risk management

AXA, a leader in insurance and asset management, has partnered with Amazon Web Services (AWS) to develop the AXA Digital...