in the Insurance Industry Use Cases

It detects when you arrive at your destination, and with a single tap on the notification, it records the meeting, so you’ll never miss a thing: log.

AI summarizes and organizes the content into bullet points, and after you review it, it automatically syncs with a CRM such as Salesforce with a single tap.

We never let slip any information that could serve as a hint for a proposal—even in casual conversations like, “My son is getting married next year,” or “I wonder how refinancing a mortgage works.”

This allows you to break free from relying on the intuition of individual staff members or unconsciously sticking to the same familiar places, and naturally enables you to take actions aligned with your strategy.

Challenges such as the weakening of sales channels due to the aging of sales representatives and agents and a shortage of successors, as well as high training costs, can be resolved through behavioral changes—such as making use of spare time and adopting more efficient approaches.

For example, you can categorize customers and agents by color and size based on their life stage or account status. This way, you can see at a glance who you should engage with next, without relying on experience or intuition.

By using an Othello-style color-coding system—where customers who have already been notified of the campaign are marked white and those who haven’t are marked black—you can drive the initiative forward in a way that feels like a game.

We centralize customer and agency information to prevent reliance on specific individuals.

Even if the person in charge changes, the history of support and the background of proposals can be passed on as “organizational assets.”

AI analyzes the content of interviews to detect omissions of required items and inappropriate language, thereby reducing the time spent on post-interview verification tasks.

We provide support ranging from building the dashboards needed by sales offices, branches, headquarters, and management to collecting on-site data.

By visualizing various metrics—such as contact rates, follow-up rates, and proposal rates—used to measure the quality of proposals, productivity, operational efficiency, and the depth of engagement, we identify the organization’s strengths and weaknesses and use these insights to inform future initiatives.