Transforming Insurance Training with AI - Meet Trainwell AI

The story is about how we built an AI-powered avatar of our client that helped them train insurance agents with a 50% improvement in training efficiency.

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Client Testimonial

We needed an AI to assist insurance agents and their teams with objections, sales situations, and product knowledge. Biz4Group not only developed this AI but also implemented it seamlessly on our website.

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George E.

(CEO, Trainwell AI)

Enterprise 500+ US InsurTech
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Team Size
6 People

BA | Developers | Designers | QA

ABOUT CLIENT
Trainwell AI

Insurance Company

Industry: InsurTech

TIMELINE
10 Months

Design to Development

The Results

50%

Training Efficiency Increased by 50%

40%

Training Cost Reduced by 40%

80%

Training Accessibility Improved by 80%

70%

70% Faster Onboarding of New Agents

Challenges the Client Was Facing

01/06

The client faced several efficiency and operational challenges while training their insurance staff.

Inefficient Training Processes

Old method of training took a lot of time and did not fit the current schedules of an agent dealing with insurance business.

High Training Costs

By insisting on doing face-to-face training for its employees, the client incurred high costs.

Inconsistent Training Quality

There was an issue with the Training Quality part of the research where there are no standard returns in the quality of Training offered in different sessions.

Limited Access to Training Resources

On this aspect, ‘‘On subjects concerning Teaching, Agent’s stated that access to training materials was inadequate especially when needed on the move.’’

Difficulty in Tracking Progress

Recording and evaluating the effectiveness of agents on the field and the results was difficult and can prove to be time-consuming.

Adaptability to New Policies

Updating all the agents on the newest policies and procedures of the insurance was very challenging.

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The best part? They made it incredibly user friendly. Biz4Group truly understood our needs and delivered exactly what we wanted. Their service stood out because they worked quickly, made everything easy to understand, and were always responsive.

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George E.

(CEO, Trainwell AI)

Overcoming the Challenges with Cutting Edge Technology Solutions

02/06

The solution we offered encompassed an AI-powered avatar that mimics the client’s face and expressions. Here are some highlights:

AI Avatar Creation

Due to this we had to design an AI avatar of the client to make the interactions feel more real and less repetitive as seen in the image below.

AI-Powered Training Modules

Trainwell AI generates training seminars that are unique according to the learning abilities of the agents.

24/7 Accessibility

The training can be done Anytime Anywhere which is very efficient for the agents and practical.

Interactive Learning

The chatbot uses formative quizzes and dynamic simulation, which is fun and helps learners get the desired results they need.

Standardized Content

This is important to maintain consistency when delivering training across the entire length of the sessions when there are widely adopted and accepted documents on the specific materials that are to be used.

Real-Time Updates

It makes agents to be up to date on matters of policies and procedures, hence it is useful.

Progress Tracking

Records and then evaluates each agent’s performance to produce more optimal results in the future.

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Our team loves AI and it's already making a huge difference in our daily operations. Working with Biz4Group was a fantastic experience. They were knowledgeable, professional, and service-oriented.

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George E.

(CEO, Trainwell AI)

The Results

03/06

Trainwell AI revolutionized the training operations, delivering remarkable outcomes:

50% Increase in Training Efficiency

Most of the training processes have been simplified and the amount of time needed for training has also been greatly cut down.

40% Reduction in Training Costs

Less expenditure on sessions due to always available AI avatar.

80% Improvement in Training Accessibility

The agents can now access training information at any time of the day.

70% Faster Onboarding

New agents can get to speed more quickly, reducing the time to full productivity.

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I would highly recommend their services to anyone looking for high-quality AI solutions. Biz4Group can conquer any AI project and I'm confident they can help you just as they've helped us. Thank you, Biz4Group.

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George E.

(CEO, Trainwell AI)

The Technology Behind the Success

04/06

Here are the technologies we’ve used to power the AI trainer:

Frontend

HTML for structuring the website and CSS for stylizing the website, as well as ReactJs or Angular for the dynamic and adaptive, user-friendly interface.

Backend

Node.js together with Express as the best option for routing and for handling the server-side logic while Python for enhanced artificial intelligence and machine learning.

Database

It supports ‘MongoDB or PostgreSQL’ for high scalable, highly secure and reliable data storage.

AI and ML

TensorFlow for development and PyTorch for training of the AI recommendation engine as well as the chatbot with elements of Natural Language Processing (NLP) and generative AI for structuring and generating human-like responses.

Cloud Infrastructure

AWS or Google Cloud Platform for reliable and reliable hosting of the application, allowing for real-time processing and data analysis.

Security

They have adopted OAuth for secure authentication, besides the adoption of strong encryption mechanisms for security in handling and storing data.

The Efforts Behind The Success

05/06

Developing Elwood Staffing's AI-driven HRMS involved a multifaceted approach, blending agile development practices with continuous integration and deployment (CI/CD) to address both operational and technical challenges.

Project Kickoff

Initial phases focused on understanding Elwood's unique needs through comprehensive stakeholder interviews and system analysis.

Seamless Integrations

The team tackled integration challenges by adopting microservices architecture, ensuring seamless connectivity between disparate systems. 

AI at Core

AI functionalities, such as the recommendation engine and chatbot, required iterative training and testing with real-world data to fine-tune accuracy and responsiveness. Our AI experts picked the right language and data models for the AI system.

Secure Architecture

Security and compliance were addressed through rigorous audits and by implementing best practices in data encryption and user authentication.

Scalability and Reliability

Throughout the development, the team navigated these challenges with a focus on scalability, user experience, and robustness, ensuring the solution not only met but exceeded Elwood Staffing's expectations.

People Behind the Success

06/06

our leader

Brian W. Mead

our leader

Sean Hynes

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Dave Caplis

our leader

Michael Kipp

our leader

Sanjeev Verma