2. Workflow
Company Portal
Customer visits
Portal
Views Product/Plan -
Location based
statistics
Selects a
Product/Plan
Portal displays ‘Most
rated Agent’
(location based)
Agent selection –
User choice
Location based
Product/Plan
recommendations
AI Recommendation
Engine
3. Benefits
Helps with recommendation and customer decision in applying for the right policy
Helps generate the right lead for the agents
Provides geo tagged Agent’s rating detail to customer
1. Customer(Existing/New) visits Company Portal.
2. Portal shows Location based statistics using Google Maps API.
3. Statistics can be shown based on Product/Plan selections.
4. Customer chose a Product/Plan.
5. Portal displays ‘Most Rated Agents’.
6. Customer chooses an Agent or Portal assigns one based on Location(nearest).
7. Portal displays Product/Plan recommendations based on Location.
8. AI engine collects user preferences to train Product/Plan recommendations based on Location
Displays all the customers around the set KM radius.