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Maximising sales force

through

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. 

 

Challenge:

Training to boost sales performance

Generali's sales network needed a more dynamic and personalised training model, capable of maximising the impact of product knowledge and sales techniques on sales and customer loyalty. The solution had to be integrated into Gener@, the platform developed and managed by Strategic Platform, and had to be able to scale to thousands of agents in a constantly changing environment. 

Solution: 

Smart training with tangible results

The implementation of this solution has transformed Generali's training model.

- Gener@, with its 139,000 hours of training delivered annually and 5,500 attendees, now requires a 40% reduction in management effort. 

- Since its launch, Leonardo has evolved with document access, recommendations, on-platform co-piloting and complex queries through Generative AI, a period with a 9.7% growth in the company's premium volume, demonstrating that the combination of AI and commercial strategy has a direct impact on business results. 

Generali has not only optimised the training of its sales force, but has also redefined the way its agents access and apply knowledge. With this initiative, the company reaffirms its commitment to innovation and the use of technology as a strategic enabler to boost its competitive advantage. 

The evolution: Leonardo gives way to GenIA 

The success of Leonardo in Generali's commercial network has enabled further progress in the integration of generative AI to further boost efficiency and access to knowledge. This February 2025, GenIA is born, the evolution of this solution, designed to make the work of mediators even easier and more efficient. 

From Gener@, GenIA provides access in real time and from any device to detailed information on all Generali products: coverage, guarantees, exclusions, insured capital, services included in each policy, technical-insurance information, taxation, applicable legislation and more. In addition, it allows you to compare products from the same range in seconds, identify who they are aimed at and prepare personalised commercial arguments for each customer. 

With GenIA, Generali takes another step forward in the digital transformation of its commercial network, optimising access to knowledge and improving the capacity to provide advice with accurate and instantly updated information.

 

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