Product assistant for field agents
Agents compare products, eligibility and premiums during the visit, with no signal needed.
Banking and insurance · Field agents
Training for new agents
New agents ask the questions they’d hesitate to ask a manager.
- Phone
- Works offline
Phone assistantOn this device · no internet needed
How do I explain the waiting period?
Say that some conditions are covered only after a set time, and show the list on page 6 of the brochure.
What is a sum insured?
The most the policy will pay in a year. Explain it as the limit, and show where it appears on the policy schedule.
What documents does a new customer sign?
The proposal form and the declaration of good health. Both are listed on the onboarding checklist.
The problem
New agents learn products in a short induction, then face customer questions alone in the field. They hesitate to call a manager about basics. Gaps in understanding turn into wrong explanations to customers.
Who uses it
New insurance and banking agents in their first months, on their work phone.
What you train it on
- Induction material
- Product guides
- Approved explanations
- Sales process rules
How it works on the device
- 1
Trained on your training content
Induction material, product guides and approved explanations.
- 2
Ask privately
Agents ask on their phone, at any time, with or without a signal.
- 3
Managers see common questions
Reported questions show where training needs to improve.
Why it runs on the device
Confidence in the field
Agents check the basics before the visit.
Consistent explanations
Everyone uses the same approved wording.
Less load on managers
Routine questions are answered by the phone.
Questions
No. It supports agents between sessions and in the field.
It can ask practice questions from your material if you include them.
Yes. Answers come from the phone.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.