RoadIris-Intelligent Career Chat Assistant Qorus-NTT DATA Innovation in Insurance Awards 2026

Ping An Life Insurance's Intelligent Career Chat Assistant, RoadIris, builds an efficient recruitment dissemination system through core functions including cultural shaping, chat, informational articles, personality tests, income prediction, career path planning, simulated interviews, registration, and friend referrals, achieving dual breakthroughs in lead acquisition and conversion. It delivers substantial innovation in business model, user experience and technical solutions, strengthens brand influence in the insurance sector, expands dissemination capabilities, enhances market reach and talent acquisition efficiency, optimizes candidate experience, supports the development of a professional insurance service team, injects vitality into long-term development, and boasts significant value in marketing promotion and brand communication.

1. Innovative Business Model

In traditional insurance agent recruitment models, agents primarily rely on personal relationship networks to obtain recruitment leads. These relationships are limited in number and easily exhausted, seriously affecting agents' recruitment target achievement. RoadIris provides an efficient and convenient internet dissemination solution. Leveraging AI large models, it infers candidate intentions based on job seeker visit preferences and proactively provides relevant tools, achieving a comprehensive innovative dissemination and lead acquisition function:

(1).Cultural Shaping: Actively introduces the insurance industry and Ping An Life Insurance through videos, images, and text, recommending content to job seekers through recommendation algorithms to attract their interest.

(2).Chat: A highly anthropomorphic chat elf that can answer job seekers' questions about the industry, company, positions, and career paths as an assistant, providing reasonable suggestions.

(3).Informational Articles: Based on external hot topics, celebrity quotes, and Ping An selling points, AI automatically generates articles and automatically recommends them according to candidate preferences.

(4).Personality Tests: Provides MBTI, DISC personality assessments, and Holland Code (Holland Vocational Interest Test) functions, giving job seekers conclusions about how their personality aligns with insurance sales.

(5).Income Prediction: Calculates the income trend after becoming an agent based on job seekers' education, work experience, current income level, and network connections, allowing job seekers to clearly see the substantial benefits after joining and dispelling their concerns.

(6).Career Path: Based on job seeker profiles and demands, provides two growth paths—sales line and management line—each divided into several levels, allowing clear visibility of growth paths and achievement conditions.

(7).Interview: The elf simulates an interviewer, containing 50 objective questions and 30 personality test questions, mainly used to collect job seeker information, intentions, and personality data, while again implant company advantages and position knowledge introductions.

(8).Registration: Provides a simple registration entrance for job seekers to input name, phone number, position, and other information, facilitating agent contact.

(9).Friend Referral: Allows users to recommend friends and family to the elf, receiving thanks and material rewards, forming referral introductions.

Through these convenient innovative tools, Ping An Life Insurance positions can reach job seekers 7*24 in real-time and continuously leverage them, achieving explosive dissemination.

2.Innovative User Experience

RoadIris also achieves significant innovation in user experience.

We utilize large models to automatically generate personalized greetings and chat scripts based on each job seeker's characteristics and needs, using the elf's identity, making job seekers feel affectionate and easily gaining trust. Based on job seekers' profiles and preferences, we use recommendation algorithms to automatically recommend the most suitable articles, increasing job seekers' reading interest. Free personality tests can comprehensively display job seekers' personality characteristics and suitable industries and occupations, dispelling employment concerns. Income prediction and career paths allow job seekers to foresee a better future self and see the tremendous achievements after becoming an agent. The elf interview allows job seekers to provide information in a pleasant state and ultimately become a high-quality lead.

3.Innovative Technical Solutions

RoadIris Assistant's technical solutions are equally remarkable. We adopt GPT Agent technology to create a highly intelligent chat-bot assistant. This assistant can deeply understand candidates' questions, needs, and intentions, and respond in natural, fluent language. Compared with traditional chat-bots, GPT Agent technology can not only understand literal meanings but also capture subtle differences in context, thereby providing more precise and personalized responses.

At the same time, GPT Agent technology has the ability to maintain conversation continuity. It can remember previous exchange content, ensuring coherent conversation context. This means that in multi-round conversations, the robot can always track candidates' needs and questions, providing coherent and relevant answers. Additionally, GPT Agent technology can integrate large amounts of insurance industry knowledge, company policies, and position requirements, ensuring accurate and authoritative information when answering candidate questions. This helps build trust relationships and reduces misunderstandings caused by inconsistent or incorrect answers.

Beyond basic chat functions, RoadIris Assistant can also preliminary screen candidates who do not meet conditions by analyzing candidates' conversation content and behavior. This function greatly improves recruitment efficiency and accuracy. At the same time, conversation data collected by the robot can also be used to analyze candidates' preferences, recruitment trends, and other information, providing strong data support for recruitment strategy formulation.

Through the use of RoadIris Assistant, we can achieve 7*24 online service, instantly responding to candidate inquiries. This greatly improves response speed and enhances candidate experience. Compared with traditional human customer service, intelligent chat-bots can significantly reduce recruitment costs while handling more candidate consultation requests. This efficient, low-cost service method enables us to attract and retain more outstanding insurance agents, with 2025 assisting in a 52.1% year-over-year increase in new premium agents.

GPT Agent technology also has self-learning capabilities. It can optimize models based on user feedback and data, continuously improving dialogue quality and service efficiency. This means RoadIris Assistant will become more intelligent and efficient over time.

In summary, RoadIris Assistant, with its innovative business model, user experience, and technical solutions, injects new vitality into insurance agent private domain operations. By breaking through the limitations of traditional recruitment models, expanding lead sources and quantities; through personalized content generation and interaction mechanisms, improving candidate engagement and satisfaction; through intelligent chat-bot systems, improving recruitment efficiency and accuracy. RoadIris Assistant can not only significantly reduce recruitment costs but also attract and retain more outstanding insurance agents for the company. This innovative tool will become an important component of our recruitment process, helping the company achieve long-term development goals and vision. We look forward to RoadIris Assistant playing a greater role in future practice and creating more value for the company.