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Maximising sales force

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AI support

A sector in transformation demands new solutions 

With 170 years of experience, Generali España has consolidated its position as one of the benchmark companies in the insurance and financial services market. As part of the Generali Group, present in 50 markets, the company has demonstrated a constant capacity to evolve in order to remain competitive. Its recent acquisition of Liberty Seguros is just one example of its strategic approach to grow and adapt in a dynamic sector. 

However, in an environment where product offerings are becoming increasingly sophisticated and customer expectations are evolving rapidly, the ability of the commercial network to sell and build loyalty is a critical success factor. Generali identified a key need: to have an agile and effective channel for training its agents and an environment that would facilitate access to and consumption of content more efficiently. 

 

The need:

Generali necesitaba disponer de un nuevo canal ágil para la realización de la formación así como un entorno que favoreciese al consumo de contenidos, conseguir que se finalizará  a sus clientes y escalarla a sus mercados.

Challenge:

Training to boost sales performance

We developed a training solution designed to boost sales performance, maximising the impact of product knowledge and sales techniques on customer acquisition and loyalty.

To do this, we created a more dynamic and personalised learning model, capable of adapting to a constantly evolving environment. The solution was integrated into Gener@, Strategic Platform's platform, with the necessary scalability to reach thousands of agents efficiently.

Solution: 

Smart training with tangible results

We defined, developed and accompanied the adoption of an intelligent solution for the recommendation of training content, based on the commercial performance of agents. Through the Leonardo conversational assistant, which incorporates the latest Generative AI technologies, we facilitate access to knowledge and improve the marketing of Generali products.

With more than 139,000 hours of training per year to 5,500 assistants, Generali has managed to reduce by 40% the management effort and the number of impacts addressed to its commercial network. The implementation of this solution has transformed its training model, optimising access to information and training efficiency.

Since its launch, Leonardo has evolved with new functionalities, such as document access, personalised recommendations, co-piloting within the platform and the resolution of complex queries through Generative AI. During this period, Generali has experienced a 9.7% growth in premium volume, demonstrating the direct impact of the combination of AI and commercial strategy on business results.

 

Evolution: From Leonardo to GenIA

The success of Leonardo has driven the evolution towards GenIA, an even more advanced solution, launched in February 2025 to improve efficiency and access to knowledge for intermediaries.

From Gener@, GenIA allows real-time access from any device to detailed information on all Generali products, including coverages, guarantees, exclusions, insured capital, technical and insurance aspects, taxation and applicable legislation. It also facilitates the comparison of products in seconds, identifies target audiences and helps to build personalised commercial arguments for each client.

With GenIA, Generali reinforces its commitment to digital transformation, optimising the training of its sales network and enhancing its advisory capacity with accurate and updated information instantly.

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