RM Assist, Insurance

The First 60 to 90 Seconds of an Insurance Conversation Define Whether You Make the Sale.

RM Assist for Insurance gives field agents and relationship managers an AI-powered co-pilot, surfacing real-time customer intelligence, product recommendations, and conversation prompts exactly when they need them.

Field Agents Have the Relationships. They Need the Intelligence.

Insurance field forces are large, distributed, and difficult to train uniformly. The top 20% of agents consistently outperform the rest, not because they work harder, but because they know their customers better and ask the right questions at the right time. RM Assist makes that intelligence available to every agent, on every call, and in every meeting.

What Is RM Assist for Insurance?

RM Assist is a mobile-first, conversational AI interface that delivers real-time customer intelligence and product recommendations to insurance field agents. It enables them to have higher-quality, more personalized conversations from the first moment of engagement.

Core Capabilities

Customer Intelligence Brief

Instant view of the customer’s policy portfolio, premium history, claims history, renewal dates, and household financial profile.

Product Recommendation Engine

AI-driven suggestions for the most relevant insurance product or coverage enhancement, based on the customer’s current coverage gaps, life stage, and risk profile.

Conversation Prompts

Contextual talking points that help agents ask the right questions and handle objections specific to each customer’s situation.

Coverage Gap Analysis

Automated identification of protection gaps in the customer’s current portfolio, structured as a clear, needs-based conversation framework.

Renewal Intelligence

Proactive alerts and personalized retention strategies for customers approaching renewal, based on churn risk signals.

Cross-Sell and Upsell Recommendations

Ranked product suggestions based on eligibility, propensity models, and the customer’s current life events.

What Changes When Every Agent Has AI Support

around 20%

increase in first-meeting conversion rates

15 to 30%

improvement in premium per customer

20 to 25%

increase in cross-sell and upsell attachment rates

40%

reduction in time to prepare for customer meetings

The RM Assist Workflow

Step 1

Step 2

Step 3

Step 4

Step 5

Pre-Meeting Preparation

The agent pulls up the customer brief before the meeting. RM Assist surfaces key data points, recommended products, and conversation starters.

In-Meeting Support

A conversational interface allows agents to query product details, eligibility, and coverage comparisons in natural language during the meeting.

Recommendation Ranking

Propensity models rank products by the probability of customer interest, personalized to the customer’s profile and current signals.

Post-Meeting Follow-Up

AI generates follow-up tasks, proposal summaries, and next-best-action reminders for the agent’s queue.

Manager Intelligence

Supervisors see team performance, recommendation adoption, and pipeline health across the entire agent network.

RM Assist, Insurance