Achieving results in all areas of management, sales, and labor: Case study of business transformation using generative AI

UnityLife Inc.

株式会社UnityLife

Issues before implementation

  • Each department was busy with their regular work, and planning, analysis, and document preparation were delayed, taking up a huge amount of time.
  • While we wanted to develop our business and increase efficiency, we were not able to secure enough time to spend with our customers.
  • Although they recognized the need for change, they had no concrete steps in mind and felt a strong sense of crisis.

Effects after implementation

  • In the management department, the time required to create management strategies and documents has been reduced to less than one-third of what it was previously, resulting in greater efficiency.
  • In the sales department, data analysis has become quicker and more objective, leading directly to the formulation of the next strategy.
  • In the labor management department, the quality of personnel evaluations and the establishment of internal regulations has improved, achieving both reduced work time and improved work quality.

table of contents

    Company Introduction

    UnityLife Co., Ltd. is an insurance agency headquartered in central Kagoshima.

    We offer a wide range of insurance products, from non-life insurance to life insurance, and we strive to be there for you in the "what ifs" of life, keeping in mind that "you're not alone when an emergency occurs." We also strive to provide honest and courteous insurance proposals and accident response, not overlooking even the smallest concerns of people living in the community.

    Recently, we have been using generative AI to communicate information about "insurance and money" to a wide range of generations in an easy-to-understand manner through our official social media accounts.

    A sense of challenge

    Before introducing generative AI, each department was busy with their own regular work, which delayed efforts to plan, analyze, and create documents, and took up a huge amount of time.

    While both are important tasks, I felt a strong sense of urgency that in order to deepen our "face-to-face time with customers" and transform as a company to develop and streamline our business, we needed to move quickly toward generative AI.

    Benefits of using generative AI

    By having the "ultimate assistant" in the form of generative AI, each department has seen a noticeable improvement in work efficiency.

    First, the time it took for the management department to plan business strategies and create the outline of materials has been reduced to less than one-third of what it used to be. Also, by entrusting the sales department with data analysis, performance analysis has become faster and more objective, and is now directly linked to the planning of the next strategy.

    Additionally, the labor management department has restructured personnel evaluations and established internal regulations, which not only reduces work time but also improves the quality of work.

    Future outlook

    I hope to expand the small "point" of success I gained from participating in this training to a larger "surface" that encompasses the entire company.

    Furthermore, until now, the focus has been on using AI to generate "defenses," primarily to save time.

    However, from now on, we will make the most of the time we have saved, improve the quality of our proposals to customers, and create new services that have never been seen before.

    --We will shift our focus to this offensive use of AI.

    Now that we have a partner in generative AI and feel that we are not alone, we aim to use this power to contribute even more to the lives of people living in our communities in times of emergency.

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