Case Study - AI-enabled sales preparation
We helped a commercial insurance team design an AI tool that brings together company data and public sources to help sales staff prepare for client meetings with greater confidence.
- Client
- Commercial Insurer
- Year
- Service
- AI Pilots & Solutions
Overview
A commercial insurance team relied on manual research to prepare for client meetings — pulling together company data, public filings, news, and internal notes. The process was time-consuming and inconsistent, and sales staff often felt underprepared when walking into important conversations.
Enwai was asked to design an AI-powered tool that could streamline meeting preparation and give the sales team a stronger foundation for client engagement.
Approach
We worked directly with the sales team to map out their current preparation workflow and identify the highest-value information sources. From there, we designed an AI solution that aggregates internal customer data, public company information, and industry signals into a concise briefing tailored to each upcoming meeting.
The tool also recommends relevant coverage options based on the client's profile, helping sales staff enter meetings with concrete talking points rather than generic pitches.
Outcome
The sales team now spends significantly less time on manual research and enters meetings better informed. The tool has improved consistency across the team and helped newer staff get up to speed faster on client accounts.
What we did
- Workflow analysis
- Solution design
- Data integration
- AI-powered briefings