Shinhan Life Advances Sales Support Platform Using 'Generative AI'

Shinhan Life announced on the 14th that it has launched a new sales support platform to strengthen sales competitiveness and support professional customer service by planners.

Since July last year, Shinhan Life has been enhancing processes through an approximately 11-month project reflecting user experience (UX) to enable quick and convenient handling of tasks across design, subscription, and customer management.

This project focused on improving user convenience and establishing efficient work processes through ▲providing dedicated systems optimized for sales channel characteristics ▲system innovation by adopting the latest technologies such as cloud, artificial intelligence (AI), and DevOps ▲professional customer consultation support using generative AI ▲integrated authentication services that manage and provide various authentication methods in one place. A notable feature is the integration of the generative AI-powered ‘Smarti’ service (a combination of SMART and AI) into the sales support platform. ‘Smarti,’ an AI planner developed based on Shinhan Life’s proprietary language model, generates risk factors and management plans by type and life cycle based on customer survey results and provides them to both customers and planners. It also analyzes customers’ coverage status to automatically recommend products composed of optimized coverage and enables one-stop design.

They also established the ‘Visible Subscription’ service applying mirroring technology to face-to-face channels. This allows the entire process, from product explanation to electronic signature, which previously had to be conducted in person, to be completed remotely, enabling distant customers to receive convenient and prompt service.

In addition, they enhanced user convenience by optimizing user environments for different digital devices, supporting multiple subscription designs, and biometric authentication. The introduction of a corporate electronic subscription process via mobile devices allows all customers to easily proceed with digital-based subscriptions.

Hansangwook, Head of the DX Group at Shinhan Life, said, “We expect to maximize sales activity efficiency through differentiated system support reflecting user experience,” and added, “While prioritizing system stability, we will continue to develop AI-based digital innovation services for sales sites and customers.”