Use case.

Broker Sales Assistant.

Navigating the intricate world of sales can be daunting for brokers. This assistant provides real-time insights, product details, and market trends, enabling brokers to close deals more efficiently and effectively.

JD

What are our best life insurance packages for a young family with two children, including coverage options and premiums?

Copilothelps to specify your intents.

Model used

Filter on Theme

Filter on Insurance type

For a young family with two children, we offer the Family Protection Plan with $500,000 coverage at $35/month, the Essential Life Package with $300,000 coverage at $25/month, and the Growth Life Plan, ranging from $100,000 to $1,000,000, starting at $50/month. Each plan offers unique benefits tailored to different needs, so please review these with your client to find the best fit.

LLM:

Filters:

Supercharged sales support

Your benefits.

See what's in it for you.

Lightening fast access to crucial sales documentation

Support real time decision making with right information

Develop personalised responses based on product specifics

What you previously had to do.

Manual search to locate the right information potentially while customer is on the hotline.
Be required to reach out to an expert to help further explain more complex products.
Spend time personalizing a response to the customer, while seeking assistance.

What this task now looks like.

Submit queries and receive immediate responses from an extensive knowledge database that understands your products.
The knowledge base can be trained understand and interpret a range of products from simple to complex.
Utilize the information provided to respond to client inquiries, develop strategies, or make decisions, all in real time.

You can choose from various LLMs.

For this use case, we recommend Azure GPT-3.5.

Navigating the intricate world of sales can be daunting for brokers. This assistant provides real-time insights, product details, and market trends, enabling brokers to close deals more efficiently and effectively.

OpenAI

You can integrate the famous ChatGPT-model from OpenAI as an API.

Microsoft Azure

Host OpenAI's ChatGPT-model on Microsoft Azure. Can be hosted in Europe with added security.

HuggingFace

HuggingFace is an AI ecosystem of open-source LLMs, which can be self-hosted on demand.

Train from different data sources.

Data examples.

You can train your Generative AI assistant from different data sources. Here are some examples.

Product catalog

Includes details of available the various products, enabling easy reference and recommendation based on client needs. Product catalogue can consist of PDF documents as well website pages.

Sales playbooks

Sales playbooks are standardized guides for sales teams, outlining key strategies and tactics for various scenarios. They ensure consistency and success in the sales process.