The Launch of 'AI Watanabe-kun'
In a groundbreaking development for corporate insurance sales, HELLO Base and Goaico have announced the launch of their AI assistant, 'AI Watanabe-kun'. This innovative tool aims to address the common struggle among sales professionals: knowing what questions to ask when leveraging AI technology.
As companies increasingly seek to incorporate artificial intelligence into their operations, the need for a specialized solution in corporate insurance sales has become evident. The collaboration between HELLO Base, based in Nagoya, Aichi Prefecture, and Goaico, located in Tokyo, combines rich expertise in finance, taxation, and insurance design to create this powerful assistant, which is packed with the unique insights of CEO Kazufumi Watanabe.
The Need for Industry-Specific AI
In the dynamic landscape of corporate insurance sales, representatives require comprehensive knowledge that spans finance, taxation, and insurance design. However, acquiring this specialized knowledge often depends heavily on years of experience. This creates a gap, particularly for independent agents and less experienced sales personnel, who may lack the immediate access to expert knowledge during client interactions.
While general AI models like ChatGPT have started to make waves, they often fall short when it comes to providing nuanced, practical responses to industry-specific questions. For instance, inquiries like, “What is the specific design method for executive retirement benefits?” or “Can you explain the guidelines for executive guarantees in a straightforward manner?” necessitate a deep understanding of the industry context—something that requires expertise in prompt design. As a result, a disparity is growing between those who can effectively use AI and those who cannot.
'AI Watanabe-kun' is specifically designed to bridge this gap by embedding the practical know-how of Kazufumi Watanabe directly into the assistant, enabling users to obtain actionable, contextually relevant answers by asking simple, natural questions about finance, taxation, and insurance design.
Capabilities of 'AI Watanabe-kun'
'AI Watanabe-kun' supports various stages of the sales process across eight distinct scenarios. Sales professionals can utilize this tool for:
- - Appointment Setting: Generate initial contact emails or meeting requests through referrals.
- - Post-Meeting Follow-Up: Craft thank-you emails and confirm next steps after the first meeting.
- - Proposal Preparation: Calculate retirement benefit simulations based on salary reductions and life insurance plans.
- - Business Owner Consultations: Provide easy-to-understand explanations of executive guarantee guidelines.
- - Estate Tax Conversations: Design dialogue flow for estate tax hearings and simulate rough estimates for estate taxes.
- - Contract Follow-Up: Create value-added follow-up emails a month after contract signing.
Users can simply input questions tailored to their current scenario to receive practical responses grounded in Watanabe’s expertise.
How 'AI Watanabe-kun' Differs from General AI
The primary distinction of 'AI Watanabe-kun' lies in its focus on corporate insurance sales. By filtering vast knowledge in finance, taxation, and insurance design, it delivers information that is readily applicable to real negotiations. The design philosophy centers on creating a user experience that feels akin to having a direct consultation with Watanabe himself.
Insight from the CEO
According to Kazufumi Watanabe, the CEO of HELLO Base, “Knowledge in finance and insurance should not vary based on the experience level of the salesperson. Having accumulated valuable insights over many years working with small and medium-sized business owners, my goal is to deliver this knowledge to a broader audience of sales professionals. I am confident that using 'AI Watanabe-kun' will elevate the quality of discussions for those with less experience. We encourage everyone to try it for free for two weeks.”
Service Overview
- - Service Name: AI Watanabe-kun
- - Launch Date: January 2026
- - Pricing: Monthly fee of 6,980 yen (tax included), with a two-week free trial
- - Payment Method: Credit card via Stripe
- - Target Audience: Corporate insurance sales agents and brokers
- - Sign-Up and Details: AI Watanabe-kun
Company Backgrounds
HELLO Base
- - Name: HELLO Base, Inc.
- - Founded: August 2022
- - CEO: Kazufumi Watanabe
- - Location: Nagoya, Aichi Prefecture
- - Description: Providing training and content for corporate insurance agents, along with financial health assessments and management consulting.
- - Website: HELLO Base
Goaico
- - Name: Goaico LLC
- - Founded: October 2020
- - Co-CEOs: Seishi Kaino and Hideaki Tamai
- - Location: Minato, Tokyo
- - Description: Specializing in system development, consulting, training utilizing generative AI, and marketing support for physical stores.
- - Website: Goaico
Contact
For inquiries, please reach out to HELLO Base at
[email protected].