Training for new agents
New agents ask the questions they’d hesitate to ask a manager.
Banking and insurance · Field agents
Product assistant for field agents
Agents compare products, eligibility and premiums during the visit, with no signal needed.
- Phone
- Tablet
- Works offline
Phone assistantOn this device · no internet needed
Can a 62-year-old join the family plan?
Yes, up to 65 at entry. A health declaration is needed for members above 55.
Which policy suits a family of five?
The family floater plan covers all five under one sum insured. Compared with five individual plans, it costs less, but the cover is shared, so one large claim uses more of it.
Is maternity covered on the family plan?
Yes, after a waiting period of two years, per brochure page 8. Normal and caesarean deliveries are both covered up to the limit shown.
The problem
Field agents meet customers where coverage is weakest. Product rules, entry ages and premium tables are spread across brochures and circulars, and agents rely on memory. A wrong answer during the visit means a rejected application or a customer who loses trust.
Who uses it
Insurance and banking field agents visiting customers in towns and villages, on their work phone or tablet. Your product team owns the brochures and rules.
What you train it on
- Product brochures
- Eligibility rules
- Premium tables
- Approved customer explanations
How it works on the device
- 1
Trained on your product documents
Brochures, eligibility rules, premium tables and approved explanations.
- 2
Answers during the visit
Agents ask in plain words and show the answer, with the document it came from.
- 3
New products reach every agent
Launches and rule changes arrive in the next update.
Why it runs on the device
Right answer in the field
Agents check the rule before they promise anything.
No signal needed
Answers come from the phone itself.
Customer details stay with the agent
Nothing is sent to a server to answer.
Questions
It explains your products and their rules. The agent and the customer decide, following your sales process.
It shows the premium table values for the details given. The final premium comes from your underwriting system.
Add the approved product documents and they reach every agent in the next update.
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.