AI-Driven Digital and Intelligent Transformation of the Insurance Industry’s Products

The rapid advancement of AI technology presents the insurance industry with unprecedented opportunities and challenges, unlocking new possibilities in key business areas like product consultation, customer engagement, and online claims. This workshop session will explore the capabilities and design value of AI in transforming insurance products. We will examine core industry scenarios and case studies, focusing on AI-driven intelligent product design methodologies and emerging AI design paradigms. Group discussions will equip participants with the design thinking for AI-intelligent products.

Workshop Outline:

1. Digital and Intelligent Transformation of the Insurance Industry
1.1 Background of Digital Transformation in the Insurance Industry
1.2 Application of Intelligent Technologies in the Insurance Sector
1.3 Empowering Insurance Agents’ Full Sales Process with AI-Intelligent Products
2. AI Intelligent Product Design Methodology

2.1 Setting Business Scenario Goals
2.2 Understanding User Roles and Defining Relationships with AI Roles
2.3 Conversational Flow Design
2.4 Multimodal Interaction Interface Design

3. Application Practices of Intelligent Product Design
3.1 Insurance Agent Customer Relationship Management Assistant
3.2 Insurance Agent Growth & Training Assistant
3.3 Insurance Back-Office Management & Data Analysis Assistant

4. PAI Intelligent Design Paradigm Sharing
4.1 Introduction to the Design Paradigm: Role Design, Dialogue Components, Agent Interface
4.2 Typical Interface Design for Intelligent Assistants

1、Workshop Background and Introduction
2、Conceptual Explanation: Focusing on Product Innovation and Practice of AI-Intelligent Products Across Industries. Covering industry-specific characteristics, core application scenarios in digital sales processes, and AI product design methodologies.
3、Practical Interaction: Case Studies and Group Discussions. Helping participants master AI-intelligent product design methods through case analyses and group workshops.
4、Q&A and Open Discussion

1、User Experience Designers, AI Product Managers
2、Mid-Level and Senior Product Designers
3、Professionals interested in AI Product Design
4、Insurance and Finance Industry Professionals

1、You can understand the current state of AI-powered products in the insurance industry.
2、You can understand how AI-powered products help companies operate digitally.
3、You can understand the new paradigm of AI product design in the insurance industry.
4、You can deeply understand the underlying logic of AI product experience design.