AXA
A decision-tree sales toolkit that guides AXA agents through client consultations and generates accurate, personalized insurance policy recommendations.
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.
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.
