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Finatext Inc. has started offering ‘Finatext AI Sales Assist -AI Role-Playing-,’ a SaaS tool for insurance companies and agents. It uses generative AI to let users practice interactive sales conversations with virtual customers. The tool is designed to help insurance teams acquire practical sales skills without relying on in-person training.
The insurance industry is facing more diverse products, stricter compliance, fewer training resources, and recruitment challenges. Simply adding AI tools to existing processes has limits. Finatext aims to change that by using AI not just for administrative tasks but also for training, helping teams learn by doing.
Users can have voice-based conversations with AI-generated customer personas. The system goes beyond memorizing manuals. It helps salespeople learn to respond flexibly to customer reactions. Companies can customize scenarios, recommended products, and evaluation criteria to standardize best practices and top sales know-how across the organization.
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The service runs on Finatext’s cloud infrastructure, used by major financial institutions, ensuring high security. Finatext plans to keep expanding AI solutions to redesign insurance processes and improve training and operations for insurance teams.
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