Company Introduction

REAL LIFE Co., Ltd. is an independent general insurance agency established in August 2021 and began full-scale operations in November of the same year. With the motto of "providing fair and easy-to-understand proposals to everyone," the agency boasts an overwhelming number of companies, including 24 life insurance companies and 9 non-life insurance companies, for a total of 33 companies.

We have 13 offices across the country, from Hokkaido to Okinawa, and have built a particularly strong network in the Kyushu and Okinawa areas, with a diverse workforce ranging from veterans with long experience in the industry to ambitious young people. Through online general meetings and study sessions held twice a month, we have established a system that allows us to provide consistent, customer-oriented life planning anywhere in the country.

Issues before introducing generative AI

As the company continues to grow rapidly, the increasing number of locations and staff has created a serious problem: the increasing workload of back-office operations and sales support work.

On-site staff were burdened with the "highly important but enormously time-consuming" task of compiling sales results by branch and individual. Although the need for the compilation was recognized, it was expected to take an enormous amount of time, so it was inevitably put off amid the hustle and bustle of daily work, and a task that would have taken more than 10 hours to do manually remained untouched for a long time.

Additionally, tasks that require creative "verbalization," such as posting on social media and responding to customers and job seekers with detailed attention, took away staff's time to think, contributing to work stagnation.

Furthermore, as the number of locations increased, the burden of responding to inquiries regarding internal regulations also increased, and the dependency on specific staff became more severe.

Effects after generative AI introduction training

For the sales data compilation, an employee with no experience in building macros consulted with AI to create an Excel macro and came up with the answer. He had been hesitant to do the task because it would take him 10 hours to do it alone, but with the support of AI, he was able to take the first step and say, "Let's give it a try," which was the biggest turning point. In the early stages, there was a lot of trial and error, including encountering errors, but by repeatedly interacting with AI, he was able to complete a system that could complete the huge amount of compilation work that had previously been untouched in just five minutes. This success story of "overcoming a difficult problem with AI as a partner, even though we had no experience," has caused a great stir within the company.

Next, the task of putting ideas into words was solved by using AI as a "writing partner." AI takes over the tasks of posting on social media and emailing when recruiting, and the person in charge only needs to adjust the proposed draft, significantly reducing the time spent thinking.

Future outlook

Going forward, in order to reduce the burden of internal communication, the company will fully operate the "Internal Regulations Learning Chatbot" currently in trial operation, aiming to reduce the burden on the administrative office and speed up access to information. In addition, members who have undergone advance training will become leaders, and the company plans to prioritize sharing knowledge with all administrative staff.

Furthermore, the company is also eyeing full-scale implementation in sales fields. One feature that is particularly anticipated is "AI-based sales role-playing." By treating AI as a strict interviewer or customer and having it score employees on a 100-point scale, the company aims to dramatically improve the training speed of new employees. The idea is for both administrative and sales staff to master the use of AI as a "partner" and increase productivity throughout the organization, thereby maximizing the value provided to customers.