UPWARD, an AI agent for field sales, to Exhibit at “Insurance EXPO 2026”

Exhibiting at the “Security & Risk Management” booth, we’re using AI agents to provide visibility into proper recruitment processes and ensure log (audit trails).

UPWARD Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) will exhibit at “Insurance EXPO 2026,” to be held on Thursday, July 23, 2026, at Otemachi Place Hall & Conference.
In light of the revised Insurance Business Act that took effect in June 2026 and the recent rise in compliance awareness, the importance log visualizing appropriate customer service processes and log sales activities is rapidly increasing across the entire insurance industry.
UPWARD will be exhibiting in the “Security & Risk Management” zone at this EXPO. We will introduce digital transformation next-generation compliance digital transformation, which uses proprietary location-based technology and the latest generative AI to automatically and reliably store a complete audit trail of interactions with customers.

Background of the Exhibition: log the Maintenance of Operational Efficiency with log of Customer Interactions

Currently, in the field of insurance sales, there is a growing need to transition from management practices that rely solely on individual memory and manual data entry to objective and transparent process management. However, manually and log the details of sales meetings during busy field visits places a significant burden on sales representatives. It has become essential to strike a balance between strengthening organization-wide governance and ensuring that sales representatives have sufficient time to focus on their customers.

UPWARD automatically links and stores “unshakable, objective evidence”—such as automatic recordings of sales meetings, summaries, and location history—to your CRM without placing any burden on field staff for data entry. We’ll present a demo to introduce this cutting-edge approach, which ensures the consistency of explanations and strengthens internal controls and risk management.

"UPWARD Field Sales 360": Comprehensive Support for Field Sales

This comprehensive solution provides 360-degree, all-around support for AI-driven sales transformation (AX) through both the “Product (AI) Domain”—which focuses on field sales workflows—and the “Professional Services Domain”—which provides support from implementation through adoption and results generation.
At the trade show, we will demonstrate our latest AI features and explain the process for achieving sales transformation.

List of Key AI Features in the “Product Domain” That Support On-Site Operations

app, your daily sales calls are automatically recorded as accurate records.

• AI Check-in
  Automatically detects visits to locations and fills in the time and place. This prevents omissions caused by manual entry and creates an objective record of activities.
  
• AI Business Card Scanning / AI Image Scanning
  Simply take a photo of business cards, handwritten application forms, documents, and more, and the AI will analyze the text and save it as structured data in your CRM.
  
• AI Meeting Minutes
  Records and summarizes the content of in-person meetings to automatically generate activity reports. log just a few taps, log details of explanations and agreements reached into your CRM/SFA system, helping to standardize the quality of your recruitment efforts.
  
• AI Scheduler
  Using AI, the system automatically creates efficient visit plans and recommended routes that eliminate unnecessary travel based on customer location and priority.
  
• AI Call Analysis (Rolling out throughout 2026)
  Automatically links call recordings and conversation summaries from smartphones to customer histories in the CRM. It automatically visualizes and documents even the finest details of non-face-to-face explanations given over the phone, ensuring nothing is overlooked.

Support System for the “Professional Services Sector” to Guide Organizations

Rather than simply stopping at tool implementation, our dedicated team provides comprehensive support for the “continuous improvement process”—which is essential for successfully driving business transformation through the use of these tools.

• System Design and Initial Implementation
  We offer services ranging from “standard initial implementation” based on our experience with over 400 companies to “advanced development tailored to specific requirements.”
  
• Operation, Maintenance, and Adoption
  We provide comprehensive technical support for all configuration and modification tasks—including maps and objects—to ensure swift operational improvements.
  
• 
  : We provide support starting with the redefinition of objectives and KPIs, helping each company establish its own unique “winning formula” and embed it into the organizational culture.

What Is Insurance EXPO?

This event is being held during a period of historic transformation in the insurance industry—marked by the accelerating pace of digitalization, rising risks of various kinds, and increasingly complex regulatory compliance—with the aim of providing value to both financial institutions and solution providers and contributing to the sound development of the business.
At this EXPO, life and property & casualty insurance companies, along with digital transformation, will gather in one place to share the latest industry trends, cutting-edge solutions, and best practices.

Source: Insurance EXPO 2026 | Seminar Info

Exhibit Outline

Exhibition Name: Insurance EXPO 2026
Date and Time: Thursday, July 23, 2026
Venue: Otemachi Place Hall & Conference
UPWARD Exhibition Zone: Security & Risk Management Zone
Visitor Registration (Free): https://event.goodway.co.jp/public/application/add/372