Omni-Partner — Redefining Insurance Sales via an Agentic AI Ecosystem Qorus-NTT DATA Innovation in Insurance Awards 2026

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Ping An

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02/03/2026 Insurance Innovation
Omni-Partner is an Agentic AI ecosystem designed to fundamentally reshape the insurance sales landscape. Moving beyond passive "digital tools," it establishes an autonomous "Sense-Decide-Act-Learn" growth flywheel
Innovation details
Country
China
Category
GenAI Innovation of the Year
Keyword
AI & Generative AI, Transformation, Marketing & sales, Automation, Agentic AI
Business Line
Home Insurance, Life Insurance, Health Insurance
Distribution Channel
Online / Direct

Innovation presentation

Omni-Partner proactively captures engagement cues, executes high-precision decision-making via Long-chain Reasoning, and generates professional multi-modal content. By empowering agents to transition into expert risk consultants while ensuring 100% regulatory compliance, Omni-Partner achieves a dual leap in commercial conversion and consumer protection.

Concept & Objectives: To create a AI co-pilot that automates repetitive cognitive labor. By distilling the expertise of top-tier agents into scalable algorithms, the project aims to achieve the "industrialized mass production" of elite sales capabilities.

The Paradigm Shift (Business Reconstruction):

(1).Legacy Mode (Manual & Fragmented): Highly dependent on individual experience, leading to inconsistent quality and significant "blind spots" in demand identification. Analyzing a single family's protection gap often took days.

(2).Omni-Mode (Autonomous & Systemic): AI serves as the "Intelligent Brain" for split-second diagnostics, while agents focus on "Human Connection." This transforms random sales efforts into a scientifically driven algorithmic process.

(3).State of Competition: Unlike the "command-based assistants" prevalent in the market, Omni-Partner’s core differentiator is its Agentic Autonomy—the ability to sense, decide, and evolve independently.

(4).Departments Involved: A cross-functional synergy between Sales, Technology, Actuarial, and Legal/Compliance departments.

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