AI Knowledge Bot Replaces Manual Policy Search for Financial Services Sales Teams
Industry
Financial Services | Project Type: AI Knowledge System (Sales Enablement)
Sanciti AI Capability: Core AI Platform
Real-time plan discovery | Consistent cited recommendations | Reduced search time per inquiry
Client
A financial services company offering a broad portfolio of annuity products to customers through a distributed sales agent network across multiple regions.
Challenge
- Sales agents spending significant time per client inquiry manually searching through annuity policy documents, comparing features, riders, and eligibility criteria across dozens of products. Research time during calls directly reduced selling time.
- Inconsistent plan recommendations depending on which agent handled the inquiry and how familiar they were with the full product catalog. Newer agents and agents handling less common product types were at a particular disadvantage.
- No centralized, searchable knowledge layer across the annuity portfolio. Product information existed in separate PDF documents, internal memos, and training materials with no unified search.
- Lost sales opportunities when agents could not provide fast, accurate, cited plan recommendations during live client conversations and had to promise callbacks.
Solution: Sanciti AI
Built a custom Annuity Policy Knowledge Bot on the Sanciti AI platform, trained on public annuity documents, and deployed to the sales agent workflow.
Data Ingestion and Knowledge Construction
Sanciti AI ingested public annuity policy documents and extracted structured knowledge across plan features, riders, eligibility criteria, and comparison points. The platform built a unified knowledge layer that connected information previously scattered across dozens of separate documents.
Conversational Interface for Sales Agents
Deployed a natural-language interface that sales agents could query during client calls. Agents described a client’s situation and received accurate, cited plan recommendations in real time with comparison across relevant product features. Every answer linked to its source document.
Accuracy Validation
Bot outputs were validated against manual expert reviews before deployment to ensure recommendation accuracy met the standards required for financial product guidance. All responses cite source documents, providing agents and compliance teams with verifiable references for every recommendation.
Results
- Reduced manual policy search time per client inquiry. Agents access plan comparisons in seconds instead of searching through documents during or after calls.
- Consistent, cited recommendations across the entire agent network, independent of individual product knowledge depth or tenure.
- Real-time plan discovery during live calls eliminating the need for callbacks and reducing lost sales opportunities from delayed responses.
Impact
Sales agent productivity improved through faster, more accurate plan identification during client interactions. Newer agents perform at a level comparable to experienced specialists.
The knowledge bot demonstrates Sanciti AI’s capability beyond SDLC automation, serving revenue-generating business workflows with the same platform that powers code generation and testing.
Sanciti AI agents: RGEN, CodeGen, TestAI. Orchestrated by LEGMOD.
