Submitted by

Ping An

Premium
09/03/2026 Insurance Innovation
Chuangxiaobao AI Assistant is a one-stop business operation platform of Ping An Property Insurance that integrates digital marketing and intelligent customer service capabilities to assist agents in upgrading throughout the entire process.
Innovation details
Country
China
Category
Distribution Reinvented
Keyword
Customer experience, Customer service, Transformation, Insurance, Social media, Agentic AI
Business Line
Motor insurance, Home Insurance
Distribution Channel
Agents

Innovation presentation

Chuangxiaobao AI Assistant: Integrating the capabilities of digital marketing assistants and intelligent insurance advisors, it empowers teams throughout the entire customer acquisition, retention, and conversion process, facilitating the improvement of non-auto insurance sales capacity. It has established a replicable and scalable new digital business model, providing strong support for the transformation and upgrading of insurance marketing teams.

① Customer Acquisition: There is a problem of low efficiency in offline customer acquisition through "word of mouth and legwork". Online customer acquisition, which involves chasing hotspots and creating content, demands high energy and professional skills from agents. AI assistance is needed to build a one-stop marketing tool, enabling one piece of marketing content to reach up to a million customers, helping agents transform from traditional agents to marketing and customer acquisition-oriented agents.

② Conversion: The sales process focuses on the problems of low average non-auto customer volume and difficulty in closing deals for agents. It builds three capabilities: customer demand insight, product combination recommendation, and sales strategy guidance, to enhance the non-auto sales capabilities of the team. It provides a one-stop marketing and customer acquisition as well as collaborative sales tool, addressing the issues of low customer acquisition efficiency and difficulty in converting non-auto customers. It helps the team efficiently acquire potential customers and facilitate conversions, promoting the non-auto transformation and breakthrough of the team.

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