Chatbot de Traspaso Qorus-NTT DATA Innovation in Insurance Awards 2026
PeruCategory
Customer Experience ReinventedKeyword
Customer experience, Customer service, AI & Generative AI, Savings & Investments, Contact center & ChatbotsBusiness Line
Employee Benefits, Income protectionDistribution Channel
Agents, Online / Direct
Innovation presentation
What it is
A generative‑AI chatbot embedded directly into the digital pension transfer journey, designed to support affiliates in real time by resolving the most critical questions (eligibility, steps, funds, balances) without diverting them from the flow.
How it works
Activated at the highest‑friction moments of the live digital journey.
Provides concise, clear and governed responses aligned with official information.
Operates 24/7, ensuring continuity even outside human service hours.
Why it was built
Reduce abandonment in a high‑intent, high‑sensitivity journey.
Increase digital conversion without scaling assisted‑sales costs.
Protect core business KPIs while improving customer experience.
Scope
The chatbot is fully deployed in production and is a core component of the organization’s digital transfer operating model.
Interested in learning more?
Qorus has a library of almost 8,000 innovation case studies across critical areas like customer experience, sustainability, marketing & distribution and more that can be used to inform your decision-making.