insurance-agent-product-wiki

To generate insurance sales scripts, upload product documents like PDF, Word, PPT, or images to automatically extract content and build a structured product Wiki. The system then produces stage-based sales talk tracks and objection-handling guidance directly aligned with that Wiki content.

Yes, you can extract insurance product knowledge from PDF and image files. The ingestion process parses uploaded documents using libraries like pdfplumber and Pillow to generate structured product Wiki pages covering overviews, coverage responsibilities, and underwriting rules.

The best way to practice insurance sales role-play is to use the scenario-based rehearsal feature, which runs interactive dialogue simulations and provides scoring with feedback. It leverages the generated product Wiki to ensure the practice scenarios reflect actual product terms and coverage details.

Yes, the insurance product wiki tool supports answering customer questions without fabricating clauses by enforcing strict reliability guardrails. It mandates truthful sourcing and marks references, optionally using MCP tool calls to retrieve exact product info and clause details from the local knowledge base.

To get tailored sales script recommendations, specify the insurance product, customer profile, and current dialogue stage. The system matches these inputs against the structured product Wiki to recommend the most relevant sales scripts and objection-handling guidance for that scenario.

Supported file formats for ingesting insurance product materials include PDF, Word, PowerPoint, images, and plain text. The system processes these formats to automatically extract content and generate structured product Wiki pages with underwriting rules and differentiators.