Dream Blueprint Show Platform - A Platform for Promoting Employee Continuous Excellence Qorus-NTT DATA Innovation in Insurance Awards 2026

Submitted by

Ping An

Premium
03/03/2026 Insurance Innovation
Powered by AI, the Dream Blueprint Show Platform has built a three-dimensional growth system of cognitive relief, dynamic feedback and flow-driven motivation, reshaping talent development in the insurance industry.
Innovation details
Country
China
Category
Operations & Workforce Excellence
Keyword
Operational excellence & efficiency, AI & Generative AI, Transformation, HR & New ways of working, Automation
Business Line
Health Insurance, Life Insurance
Distribution Channel
Online / Direct

Innovation presentation

The "Dream Blueprint Show Platform" leverages AI technology to build a three-dimensional agent growth empowerment system: the "Cognitive Decompression Chamber + Dynamic Feedback Network + Flow Engine." Aimed at creating a full-cycle growth empowerment platform for insurance agents, it innovatively constructs a "Cognitive-Feedback-Flow" Golden Triangle Model. Through three core modules, it addresses the pain points of traditional training—cognitive overload, delayed feedback, and insufficient motivation—by visualizing complex promotion paths, enabling fragmented knowledge absorption via intelligent podcasts, and stimulating continuous improvement motivation through data-driven real-time feedback loops. Covering 300,000 agents, the platform has boosted new hires' first-month policy conversion rates by 37.8%, cut interview preparation time from 30 minutes to 4 minutes, and established a new paradigm for talent development in the insurance industry.

1.Building Cognitive Decompression System

(1). Path Transparency: From Ambiguity to Visual Growth Navigation

Traditional basic law clauses average 86 pages, containing numerous vague expressions such as "continuously improving customer management capabilities," making it difficult for agents to understand promotion paths. The platform uses machine learning on 200,000+ promotion cases to transform vague clauses into visual progress bars like "Direct Team P4 Progress: 0/1." For example, when the system detects that an agent needs to "improve face-to-face visit conversion rate to 18%," it automatically pushes targeted training programs, significantly reducing cognitive load.

(2). Knowledge Granulation: Fragmented Learning Adapted to Business Rhythm

The platform uses NLP technology to break down courses into 10-15 minute micro-podcast units, combined with ASR speech recognition technology, achieving a closed-loop learning chain of "voice command retrieval → intelligent Q&A → scenario simulation training." Data shows that new hires' product knowledge mastery speed increases by 40%, effectively alleviating the "information overload" problem in traditional training.

(3). Scenario Simulation: Immersive Training to Enhance Practical Combat Capability

The Voice Interaction Laboratory integrates ASR/TTS technology to build a full-scenario training environment. Agents can summon AI mentors at any time for knowledge consultation, with training data fed back to the growth closed-loop system in real-time, increasing actual combat conversion rates by 62%. This simulation training method effectively reduces the cognitive gap between learning and actual combat.

2. Building Dynamic Feedback Network

(1). Real-time Diagnostic Engine: From Monthly Review to Daily Updates

Traditional training relies on monthly performance reviews, with long feedback cycles and strong lag. The platform updates 18 core indicators daily (such as customer hierarchy structure, face-to-face visit conversion rate), dynamically calibrating promotion paths. When key indicators deviate from thresholds, strategies are automatically triggered, forming a 72-hour feedback closed-loop of "problem discovery → solution generation → effect verification."

(2). Intelligent Navigation System: From Generic Solutions to Personalized Strategies

The platform builds a dynamic guidance engine based on generative AI, breaking down complex promotion goals into executable task chains (such as "add 2 new customers weekly → 3 face-to-face interviews + needs diagnosis"). The system automatically generates 18 indicator optimization solutions such as compliant script templates and customer management strategies based on agent profile characteristics (such as current conversion rate <5%), achieving precise navigation.

(3). Closed-loop Optimization Mechanism: From Experience-based Judgment to Data-driven

Through embedded technology, the platform collects learning behavior data in real-time, combined with reinforcement learning algorithms to automatically identify capability gaps. In new hire training projects, 58% of trainees received targeted improvements through dynamic optimization mechanisms, with the qualification rate of team management capability increased by 35% year-over-year. This data-driven feedback mechanism significantly improves the relevance and effectiveness of training.

3. Building Flow Activation Engine

(1). Progress Visualization: From Passive Learning to Active Participation

The chessboard-style progress system breaks down promotion paths into 300+ task nodes, with team dynamic maps displaying execution progress in real-time (current average progress: 68%). Through group pressure mechanisms, it stimulates internal motivation, improving strategy execution efficiency evaluation models by 42%. This visual progress system effectively enhances user engagement and goal orientation.

(2). Instant Feedback Mechanism: From One-way Training to Experience Sharing

Top 10 promotion list voice broadcast privileges automatically generate experience-sharing micro-courses weekly, forming a positive cycle of "goal competition → experience accumulation → strategy reuse." Data shows morning meeting content reach efficiency improved by 80%, effectively promoting rapid knowledge dissemination and reuse within teams.

(3). Achievement Incentive System: From Short-term Incentives to Long-term Drive

The platform innovatively designs a "milestone unlocking + instant reward" mechanism. When agents complete key tasks, exclusive honor medals and virtual rewards are automatically triggered. This instant feedback and achievement system successfully builds a sustainable and iterative talent development ecological closed-loop, allowing users to gain a sense of achievement and belonging through continuous progress.

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