AI Assistant for Life Insurance Advisers
Help advisers prepare for meetings, ask focused questions and organise confirmed customer needs, with source-linked guidance for human review.
Prepare from known customer information
Separate confirmed needs from unanswered questions
Review guidance and follow-up before use
Illustrative workflow · Sample application screens and an illustrative conversation show preparation, needs capture and adviser review. Customer details are fictional. Open video · Read transcript
- Industry
- Insurance
- Focus
- Advisory
- Inputs
- Customer context, confirmed needs and approved product information
- Teams
- Life-insurance advisers, sales managers and advice supervisors
The business situation
Where this fits
Advisers often begin a meeting with incomplete information and limited preparation time. They need to understand what is already known, ask the right questions and avoid turning assumptions into advice.
For advice teams that want more focused meeting preparation and a clearer record of confirmed customer needs.
- Advisers repeat manual preparation before meetings.
- Known facts and assumptions are mixed together.
- Supervisors need a clearer record of how guidance was formed.
The solution
How the solution helps
The assistant prepares a meeting brief, suggests questions and helps capture what the customer actually confirms. A needs view separates known facts from open questions. Product discussion and follow-up stay linked to the available evidence and the adviser’s review.
Prepare the meeting
Review the known customer context and the questions still to ask.
Confirm the customer’s needs
Capture answers and update the needs picture without filling gaps with assumptions.
Review the guidance
Check the supporting product information and any follow-up before discussing or sending it.
In practice
Prepare for a new customer conversation
Follow a fictional new lead from the facts entered to an adviser-reviewed next step.
Known customer details, confirmed meeting responses and approved product information.
Review what is known
Open the customer context and identify unanswered needs questions.
OutputA focused starting point for the meeting.
Capture confirmed answers
Record the customer’s statements and keep unresolved needs visible.
OutputA needs record based on the conversation.
Decide the next step
The adviser reviews the evidence and chooses whether to discuss, revise or take no action.
OutputAn adviser-owned decision and any reviewed follow-up.
How it works
How the workflow comes together
Customer context
Organise the facts available for meeting preparation.
Conversation and needs
Use structured capture to separate confirmed responses from open questions.
Guidance and review
Connect the discussion to product sources and retain adviser control.
- Amazon Bedrock
- Structured needs capture
- Source-linked guidance
- Adviser review workflow
Customer value
What this means for your team
Better prepared advisers
The workspace brings preparation, confirmed needs and the sources behind guidance into one conversation flow.
Clearer customer conversations
Help advisers focus their preparation, avoid unrecorded assumptions and make supervisory review easier.
Review and control
Keep people in control
- Use current, approved product information for customer-facing guidance.
- Keep suitability checks and advice decisions with qualified advisers.
- Review and approve follow-up before it is sent.
Get started
Start with your use case
Start with one meeting type, such as a new-lead conversation or a periodic protection review.
Useful starting information
- An initial advisory journey
- Approved product and advice material
- Advisers and supervisors to define the review process
Success measures to track
- Preparation effort
- Completeness of confirmed needs
- Adviser and supervisor usefulness ratings
Fit with your existing systems
Agree the customer records, approved guidance and language requirements for the selected advisory journey.
Your next conversation
Where do your advisers spend the most time preparing for customer meetings?
Tell us how your team works today. We’ll explore the information, integrations and review process that fit your use case.
Discuss this use case