FinTech & Banking· Robusta Studio
AXA
AXA Digital Sales Aid: Personalized Insurance Recommendations at Scale
A decision-tree sales toolkit that guides AXA agents through client consultations and generates accurate, personalized insurance policy recommendations.
Decision Tree
AI-Powered Recommendations
Faster
Agent Consultations
01
The Challenge
AXA needed a digital sales aid toolkit to help agents efficiently collect detailed client information and provide personalized insurance recommendations during consultations, replacing manual or inconsistent methods.
02
The Solution
Robusta Studio designed and developed a user-centric sales aid toolkit that guides agents through an intuitive survey covering personal information, family members, properties, assets, and financials. The collected data is processed through a decision-tree algorithm, customized according to AXA's criteria, to generate accurate, personalized policy recommendations.
