The document outlines 14 potential use cases for an AI assistant to support sales and customer retention efforts. Some key use cases include: 1. Sending payment reminders or sales pitches to customers along with questions to encourage them to explain their needs or interests. 2. Automatically responding to customer emails and messages to analyze requirements and formulate responses. 3. Using data analytics to identify customer cohorts for cross-selling additional products or encouraging customers to remain invested during market volatility. 4. Assisting sales teams by creating product pitches and comparisons to better address customer profiles and needs.

1. ChatGpt – Ideas Workshop
21ST FEB 2023

2. Use Case -1
Persistency - Renewal, Revival for HNI-SHNI customers
For the customer who is not making payment despite
follow up, send payment link to customer along with
"Ask Why to Pay ?"

3. Use Case -2
Sales Pitch for a Product offering
i) Identify a specific product to be sold to specific cohort
of customers thru Data Analytics
ii) Send link to customer with creative/video of the
product and further link of
"Ask Why is it suitable for you ?"

4. Support assistance via Email/WA
i) Read inbound customer mail or WA queries,
analyze requirements and formulate a response
based on the needs.
ii) Ticket will be raised automatically in the
system
Use Case -3

5. Use Case -4
ABC WA : Mass Acquisition
i) Identify cohort of customers thru Data Analytics
ii) Persuade him/her to buy a specific product
"Ask Why is it suitable for you"

6. Use Case -5
Sales pitch assistance
Direct Force, Call Center, Branch Teams
i) Create repository of product pitches for bot training
ii) Customer Touch Point should be able to feed
required data and create handy Sales Pitch before
reaching out to customer
"Create suitable pitch for given profile of customer"

7. Use Case -6
PASA Offerings
i) Let business send PASA offering to customer
ii) Persuade him/her to ask
"Which one is suitable for you"

8. ABC WA : Cross sell to Existing Customers
Use Case -7
i) Identify cohort of customers using Data Analytics
ii) Show him/her prefilled data of Age, Income,
Occupation etc.
iii) Persuade him/her to buy a specific product
"Ask Why is it suitable for you"

9. Revenue Retention
Use Case -8
i) If customer has approached for liquidation
ii) With relevant message,
"Why should you stay Invested"

10. Stay Invested - Volatile Markets
Use Case -9
i) In case of Volatile Markets, need arises to inform
customer to stay invested
ii) With relevant message,
"Why should you stay Invested"

11. Product Training to sales team
ChatGPT can assist in product training of
advisors or sales team along with comparison of
different product/s available in market
Use Case -10

12. NPS discussion with Customer
Use Case -11
i) Ask NPS from customer
ii) If its detractor, ask "Where do we need to
improve"
iii) Provide answers to 1-2 issues raised by
customers.
iv) If he/she is happy ask to provide fresh NPS.

13. Critical Complaints
Use Case -12
i) Complaints regarding fund performance, low
fund value at present, mis-selling etc can be
diverted.

14. Use Case -13
Underwriters' Guide
i) Cases with all the relevant info to be fed in
ii) Underwriter can have additional opinion of
his/her decision to the case, reducing the time it
takes to complete the underwriting process.

15. Use Case -14
Product Comparison
i) Compare amongst ABSLI and other insurance
companies' plans.
ii) ChatGPT can explain why ABSLI is the best
choice

16. THANKS