In most insurance organizations, critical product knowledge lives inside long, jargon-heavy brochures — hard for even experienced advisors to navigate in real time with clients. What if an AI could instantly turn those brochures into personalized, human-like sales conversations?

This talk shares how we built a domain-trained Copilot for insurance advisors — from structuring data and prompt design to overcoming hallucination and compliance challenges. You’ll hear how we trained the model to interpret complex plan details, assess suitability for customer profiles, and even generate contextual sales pitches.

It’s a practical look at how applied AI can empower frontline teams, blending large language models with trust, validation, and real business outcomes.