[From May 1st] Redesigning the Entire Insurance Sales Process with Generative AI──HELLO base Launches Video Training "AI x Insurance Sales Practice Guide: Conquering All 7 Phases"
HELLO base will launch "AI x Insurance Sales Practice Guide: Conquering All 7 Phases," a video training program that redesigns the entire insurance sales process using generative AI, starting May 1, 2026. This training explains AI utilization techniques for each of the seven phases, from customer acquisition to continuous follow-up, supporting insurance agents in improving operational efficiency and contract rates.
📋 Article Processing Timeline
- 📰 Published: May 1, 2026 at 19:10
- 🔍 Collected: May 1, 2026 at 10:31
- 🤖 AI Analyzed: May 1, 2026 at 23:17 (12h 45m after Collected)
As generative AI rapidly spreads, there is a growing demand in the insurance sales field for guidance on "how to specifically apply AI to one's own work to improve efficiency, even though it's understood that AI can streamline processes." HELLO base Co., Ltd. (Headquarters: Nagoya City, Aichi Prefecture; Representative Director: Kazufumi Watanabe) will begin offering "AI x Insurance Sales Practice Guide: Conquering All 7 Phases" from May 1, 2026. This video training breaks down the work of insurance agents into seven phases, from customer acquisition to continuous follow-up, and implements AI utilization techniques for each.
Why is it necessary to redesign the "entire business" with AI?
Until now, AI utilization training for insurance agents has primarily focused on generic content such as "how to write prompts" and "basic ChatGPT operations." However, what agents truly need on the ground is practical knowledge connected to their business processes: "where in my daily work, which AI tool, and how should I use it to increase contract rates?" This training breaks down the insurance agent's customer journey into seven phases: "Awareness Acquisition," "First Contact," "Needs Hearing," "Proposal Design," "Closing," "Post-Contract Follow-up," and "Referral Acquisition." It explains AI utilization techniques applicable to each phase through videos. It covers everything from basic AI literacy to practical know-how that can be used immediately in the field.
Curriculum structure of all 5 chapters
Chapter 1: Overview of Generative AI──Why AI is now necessary for insurance sales
Chapter 2: Text Generative AI x TCREI Framework──Prompt patterns that produce results
Chapter 3: Giving AI expertise──Application design specialized for the insurance industry
Chapter 4: Practicing Image Generative AI──In-house production of sales tools and promotional materials
Chapter 5: Into the world of AI agents──Automation of entire operations and next-generation sales
Each chapter corresponds to a phase of the customer journey, explaining "why to use AI there," "how to use it," and "how things change as a result," along with practical scenarios.
3 exclusive benefits for completers
Those who complete this training will receive the following three benefits:
Prompt Library: A collection of prompts for insurance agents, including those used in the training videos, provided in template format. Many can be used immediately in business by copying and pasting.
Completion Test + Diploma: Those who watch all videos and pass the completion test will receive a digital "AI Training Completion" diploma. This can be used to appeal to trustworthiness in sales situations.
"AI Watanabe-kun" 2-week free ticket: You can experience "AI Watanabe-kun" (normally 6,980 yen/month including tax), an AI assistant specialized in corporate insurance sales, for two weeks free of charge. You can immediately apply the skills learned in the training to your actual work.
Representative's Comment
Kazufumi Watanabe, Representative Director, HELLO base Co., Ltd.
"The difference between those who can incorporate AI into their work and those who cannot will become decisive in the next few years. The purpose of this training is for insurance agents to specifically understand 'where, what, and how to change in their work' and be ready to use it from the next day. We hope that those who want to be on the winning side in the next few years, when the industry's competitive environment will change significantly, will utilize this content."
Service Overview
Service Name: AI x Insurance Sales Practice Guide: Conquering All 7 Phases
Start Date: May 1, 2026 Format: Online video training (5 chapters)
Price: 50,000 yen (excluding tax) *One-time purchase
Benefits: Prompt Library / Completion Test + Diploma / "AI Watanabe-kun" 2-week free ticket
Target: Insurance agents and sales representatives (both individual and corporate insurance)
Application Method: https://semican.net/event/hellobase2/nyxdob.html
Related Information: Guidance on a free seminar for agents aiming to shift to corporate insurance
A free seminar, "[From Individual Insurance to Corporate Insurance] Let's Shift to Corporate Insurance in 2026! Let's Challenge!" will be held on May 4, 2026 (Monday/Holiday) from 10:00 to 11:00.
This seminar will provide insights and tips for insurance agents primarily active in individual insurance to take a step into the corporate insurance field.
Video distribution is also planned for May 5th and 6th.
Seminar details will be announced in a separate press release.
Company Profile
Company Name: HELLO base Co., Ltd.
Representative: Kazufumi Watanabe, Representative Director
Location: Nagoya City, Aichi Prefecture
Business Activities: Training and content provision for corporate insurance agents, management consulting, financial health diagnostics, online salon operation URL: https://hokesuku.com
Contact Information
HELLO base Co., Ltd.
info@hel
Why is it necessary to redesign the "entire business" with AI?
Until now, AI utilization training for insurance agents has primarily focused on generic content such as "how to write prompts" and "basic ChatGPT operations." However, what agents truly need on the ground is practical knowledge connected to their business processes: "where in my daily work, which AI tool, and how should I use it to increase contract rates?" This training breaks down the insurance agent's customer journey into seven phases: "Awareness Acquisition," "First Contact," "Needs Hearing," "Proposal Design," "Closing," "Post-Contract Follow-up," and "Referral Acquisition." It explains AI utilization techniques applicable to each phase through videos. It covers everything from basic AI literacy to practical know-how that can be used immediately in the field.
Curriculum structure of all 5 chapters
Chapter 1: Overview of Generative AI──Why AI is now necessary for insurance sales
Chapter 2: Text Generative AI x TCREI Framework──Prompt patterns that produce results
Chapter 3: Giving AI expertise──Application design specialized for the insurance industry
Chapter 4: Practicing Image Generative AI──In-house production of sales tools and promotional materials
Chapter 5: Into the world of AI agents──Automation of entire operations and next-generation sales
Each chapter corresponds to a phase of the customer journey, explaining "why to use AI there," "how to use it," and "how things change as a result," along with practical scenarios.
3 exclusive benefits for completers
Those who complete this training will receive the following three benefits:
Prompt Library: A collection of prompts for insurance agents, including those used in the training videos, provided in template format. Many can be used immediately in business by copying and pasting.
Completion Test + Diploma: Those who watch all videos and pass the completion test will receive a digital "AI Training Completion" diploma. This can be used to appeal to trustworthiness in sales situations.
"AI Watanabe-kun" 2-week free ticket: You can experience "AI Watanabe-kun" (normally 6,980 yen/month including tax), an AI assistant specialized in corporate insurance sales, for two weeks free of charge. You can immediately apply the skills learned in the training to your actual work.
Representative's Comment
Kazufumi Watanabe, Representative Director, HELLO base Co., Ltd.
"The difference between those who can incorporate AI into their work and those who cannot will become decisive in the next few years. The purpose of this training is for insurance agents to specifically understand 'where, what, and how to change in their work' and be ready to use it from the next day. We hope that those who want to be on the winning side in the next few years, when the industry's competitive environment will change significantly, will utilize this content."
Service Overview
Service Name: AI x Insurance Sales Practice Guide: Conquering All 7 Phases
Start Date: May 1, 2026 Format: Online video training (5 chapters)
Price: 50,000 yen (excluding tax) *One-time purchase
Benefits: Prompt Library / Completion Test + Diploma / "AI Watanabe-kun" 2-week free ticket
Target: Insurance agents and sales representatives (both individual and corporate insurance)
Application Method: https://semican.net/event/hellobase2/nyxdob.html
Related Information: Guidance on a free seminar for agents aiming to shift to corporate insurance
A free seminar, "[From Individual Insurance to Corporate Insurance] Let's Shift to Corporate Insurance in 2026! Let's Challenge!" will be held on May 4, 2026 (Monday/Holiday) from 10:00 to 11:00.
This seminar will provide insights and tips for insurance agents primarily active in individual insurance to take a step into the corporate insurance field.
Video distribution is also planned for May 5th and 6th.
Seminar details will be announced in a separate press release.
Company Profile
Company Name: HELLO base Co., Ltd.
Representative: Kazufumi Watanabe, Representative Director
Location: Nagoya City, Aichi Prefecture
Business Activities: Training and content provision for corporate insurance agents, management consulting, financial health diagnostics, online salon operation URL: https://hokesuku.com
Contact Information
HELLO base Co., Ltd.
info@hel