AI-native enablement for insurance distribution
Build a more active, productive advisor force.
Unify personalised outreach, video-led enablement and in-the-moment AI assistance across the advisor lifecycle, grounded in approved insurance knowledge.
Trusted by leading insurers across India
Recruitment creates reach. Activation creates value.
The real agency challenge is turning new recruits into active advisors, then helping them perform consistently once they reach the field.
Too many recruits stall before first sale.
Licensing and induction do not guarantee field activation.
Training is disconnected from the moment of need.
Product knowledge fades before the customer conversation.
Quality varies across managers, branches and regions.
Best practice stays concentrated in pockets of the agency force.
From first outreach to every customer meeting
One intelligence layer adapts to each stage of the advisor lifecycle, from first contact to the customer conversation.
Identify interest early and keep promising candidates moving.
- Personalised video outreach by profile and context
- AI-recommended follow-up from engagement signals
Stronger candidate response
Move new advisors from induction to first sale.
- Video-led learning in the advisor's language
- AI roleplay on products, needs and objections
Faster time to first sale
Keep knowledge current after formal training ends.
- Role-specific updates and targeted reinforcement
- Answers grounded in approved insurance content
Advisors who stay current and productive
Bring the best insurance knowledge into every customer meeting.
- AI-assisted meeting preparation and objection handling
- Personalised, approved video follow-up
More consistent customer conversations
Better execution at every level of the agency network
One intelligence layer
Advisor
Gets answers, practice and customer-ready video at the moment of need.
Agency manager
Gets signals on readiness, recurring gaps and where coaching will matter most.
Head of Agency or Distribution
Drives more consistent activation, productivity and quality across cohorts and regions.
Insurance knowledge, turned into advisor action
KPOINT understands the content insurers already own, applies advisor and product context, and delivers the right video-led experience for each field moment.
Insurer knowledge
- Product videos
- Training content
- Sales playbooks
- Product documents
- Compliance circulars
Context applied
- Advisor role
- Lifecycle stage
- Product
- Language
- Compliance context
KPOINT intelligence
- Understands video and documents
- Finds the relevant source and exact moment
- Applies advisor, product and lifecycle context
- Assembles the appropriate experience
Adaptive advisor experiences
- Approved answer
- AI roleplay
- Meeting preparation
- Personalised video
- Customer follow-up
Grounded in approved content · Traceable to source · Governed for enterprise use
Explore the technologyActive new advisors sold 2× more policies
2×
more policies sold by new advisors who actively used it
From live deployments across India's largest insurers.
What the advisor lifecycle work is measured on
- Reach first sale sooner
- Time to field readiness
- Time to first sale
- Increase active-advisor productivity
- Active advisor ratio
- Policies or ANP per active advisor
- Improve quality and persistency
- Consistent field execution
- Persistency indicators
See what an AI-native advisor experience could look like for your network.
Book a tailored walkthrough using your products, content and distribution priorities.