Draft comparison explanations and records
When a multi-insurer agency recommends a product, AI drafts the quote comparison and the reason. Staff edit it before explaining it and keeping the record.
The problem today
When a multi-insurer agency compares and recommends products, Japanese rules require explaining the comparable products and the reason for the proposal. Quotes are made on each insurer's own screens, and staff compile comparison tables and records by hand. Records vary by who wrote them and take time to review.
The workflow in Kitewell
- Add each insurer's quote to a batch sheetAutomatic
- AI reads coverage and premiums from the quotes into a comparison tableAI judgment
- AI drafts the reason for the proposal from the customer's needs and the comparisonAI judgment
- Staff check and edit the table and reasoning, then approveApproval
- Save the explanation and record in the CRMAutomatic
What AI does
Reads coverage and premiums from quotes, quoting the part of the quote each value came from, and drafts the reason for the proposal in light of the customer's needs.
Where people decide
Staff decide which product to recommend. They check and edit AI's draft before using it to explain and record.
What a PoC checks
- Whether coverage and premiums are read correctly from each insurer's quotes
- Whether the drafted reasoning follows your rules for comparison-based recommendations
- Whether the record's location and format fit how you manage records
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
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