CIS (Customer Insight Seer) -A Customer Lifecycle Intelligence Platform Qorus-NTT DATA Innovation in Insurance Awards 2026

CIS (Customer Insight Seer), a customer lifecycle management platform developed by Ping An Group, redefines the insurance industry's customer engagement model through its core philosophy of "demand-driven, data-powered, AI-enabled, and ecosystem-integrated" approaches.

Born from the industry's chronic reliance on agent experience and manpower-intensive tactics, the project addresses challenges in scalable, sustainable customer value management while adapting to market shifts from single-product purchases to end-to-end service needs.

Beyond being a technical tool, CIS represents a systemic overhaul of customer engagement—evolving from individual acquisition capabilities to organizational competencies, establishing an industry-leading intelligent content production hub, and pioneering a quantified management system for customer relationship management, thereby creating a competitive moat that rivals cannot replicate.

The platform's inspiration stems from Ping An Group's strategic vision of "comprehensive finance + healthcare and elderly care," coupled with its long-standing commitment to delivering "convenient, time-efficient, and cost-effective" services through technology.

As a complex systems engineering project, it involves hundreds of thousands of agents as core users, nearly 10,000 administrative staff driving operations, a dedicated R&D team tackling technical challenges, and strategic support from the Group's executive committee.

As of September 2025:

(1).The platform has managed 247 million customer data assets, having issued 15 batches of high-value client lists totaling 4.612 million entries. It has successfully converted 350,000 new customers, with a 97.5% retention rate for clients holding four or more group contracts.

(2.) The AI-driven content recommendation system now achieves 40% higher matching accuracy, while demand forecasting precision reaches 82%.

(3).The platform has reduced agent acquisition costs by 35% and increased customer lifetime value by 15%.