What does the project cover?
An OWU document library, AI answers with source clauses, policy comparison, a CRM with renewals and a sales conversation coach.
Software projectDocument workflowInsurance
OWU Pro
Policy analysis, CRM and sales conversation training
Insurance documents, source-backed answers, policy renewals and an AI sales coach in one workspace.
OWU Pro
Project scope
OWU Pro
The need
Answering one client question meant an agent re-reading general terms across several insurers to find the clause that applied.
What we built
An OWU document library, AI answers with source clauses, policy comparison, a CRM with renewals and a sales conversation coach.
How it works
The agent asks a question and gets the answer with the clause it came from, instead of opening PDFs one by one.
OWUPolicy analysis
SourcesReferenced clauses
CRMRenewals and reminders
AI coachConversation practice
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