Knowledge Retrieval Agent,

Upgrading Marketing for Insurance and Financial Firms

Due to a shortage of insurance agents, high turnover rates, and the complexity of insurance product terms, an insurance company struggles to promptly meet the needs of its clients for consultation services.

The company aspires to develop an AI-powered chatbot using a large language model to assist sales representatives in responding to customers’ routine inquiries about insurance products, thereby addressing the current challenges.

To fulfill this, Lanma Technology collaborated with the company, utilizing core LLMOps (Large Language Model Operations) and AI capabilities such as voice models and semantic understanding. By embedding and vectorizing insurance product knowledge documents, we fine-tuned and optimized model performance to swiftly customize a marketing product Q&A Agent tailored to the company's specific business scenarios.

The Marketing Product Q&A Agent offers insurance product knowledge consultation and Q&A services based on customers’ private domain knowledge bases, achieving an accuracy rate of over 85%.

Concurrently, the platform offers digitalized training solutions for enterprises, reducing training expenses while enhancing the effectiveness of the training by tracking and analysising the training processes and outcomes.

The product is ready to use out of the box, offering 24/7 continuous service to help companies reduce costs while enhancing service efficiency.