Page 24 - The Insurance Times July 2025

case studies, can help agents develop critical soft skills like like Regards CRM ensure that your clients don't walk out the
objection handling and negotiation. door with them. These tools make client relationship intelli-
gence a shared team asset rather than siloed knowledge.
The result? Better-prepared reps who are confident before
their first customer visit. 3. AI Assistants for Policy Comparisons

& Faster Sales Closures
2. AI Tools for On-Field Relationship
Imagine if all your sales agents walk into every client meet-
Building ing with insights like these on their fingertips:
Once agents hit the field, the goal is to make every interac- The customer's claim history
tion count. Today's AI-native tools are designed specifically Competitor products they've considered
for relationship-building, not just selling.
The most likely objections to the policy you are pitch-
Take tools like RegardsCRM.ai, which offers AI-driven fea- ing
tures like: Personalized benefit illustrations and pricing scenarios
Business card scanner to extract contact info and elimi-
nate manual data entry This is the dream for every field sales manager.
Client profile generator that gathers professional details However, each policy document can run over 20 pages and
of your contacts from publicly available sources like is packed with technical jargon. One of the toughest chal-
LinkedIn to create richer client profiles lenges field agents face, especially in insurance, is compar-
Conversation assistants that leverage GenAI to suggest ing policy documents of 30 different insurance providers,
conversation starters and content for timely follow-ups including yours, on the fly. Expecting them to memorize
to keep connections active. every clause across multiple plans is a bit unrealistic.
Intelligent insights on past interactions, making every
follow-up more personal and effective. That's why an AI-powered Policy Comparison Assistant makes
sense. We have designed a solution to help sales agents
confidently respond to customer questions instantly and
These real-time insights boost agent confidence and signifi-
accurately.
cantly improve the customer experience. Agents shift from
"pitching" to consultative selling, turning your field sales
Here's how it works:
team's networking muscle into a scalable, data-rich asset.
1. AI scrapes and structures all health insurance policies
across India (or any region you operate in).
And when your sales agent resigns from the job, platforms
2. It is also trained on your (insurer's) internal policy data
to ensure in-depth knowledge.
3. And it is equipped to provide real-time answers when
agents ask: "Which plan offers better fertility coverage
for a 32-year-old woman?" "How does XYZ's room rent
policy compare with ABC's?" "Why doesn't our plan
have this feature?"

These tools generate easy-to-understand comparison tables,
explain complex terms in plain language, and provide rebut-
tal points, helping agents position themselves as trusted
advisors, not just product pushers.

4. AI Co-Pilots for Real-Time Coaching
and Nudges
We know that the best sales managers are coaches, but
they can't be everywhere at once. AI solves for this by of-

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