UPWARD to Exhibit at Insurance EXPO 2026
UPWARD Inc., based in Chiyoda, Tokyo and led by CEO Ryusuke Kaneki, is excited to announce its participation in the
Insurance EXPO 2026, which will take place on July 23, 2026, at the Otemachi Place Hall & Conference. As the insurance sector grapples with new regulatory changes introduced in June 2026 and increasing compliance awareness, there is a pressing need for companies to enhance customer interaction processes and manage sales documentation objectively.
UPWARD will occupy a prominent position in the
Security & Risk Management zone of the EXPO, showcasing its unique location technology combined with state-of-the-art generative AI. This groundbreaking compliance and sales digital transformation solution aims to automate and securely document interactions with customers, providing unassailable evidence for compliance purposes.
Addressing Operational Efficiency and Record Management
The insurance industry is shifting from an era relying on personal memory and manual data entry to embracing transparent and objective process management. In this context, it becomes increasingly burdensome for field agents to accurately record detailed discussions amid busy schedules. Organizations are now challenged to harmonize governance enhancement with the necessity of client interaction.
UPWARD addresses these challenges head-on. Its solutions automatically associate key transactional data, such as automatic recordings, summaries, and location histories of business meetings, with existing CRM systems without stressing the field team. This innovative approach guarantees accuracy in explanations while strengthening internal management and risk oversight. Demonstrations will be available at the EXPO to showcase how these systems work in practice.
Comprehensive Field Sales Support with UPWARD Field Sales 360
Presenting a holistic suite of solutions,
UPWARD Field Sales 360 focuses on two critical areas: the AI-driven transformation of sales practices and professional services that assist in successful tool adoption. The exhibition will unveil the latest AI functionalities, highlighting how sales transformation becomes a streamlined reality.
Key AI Features Supporting Field Sales
1.
AI Check-In: Automatically detects visit duration and location, preventing errors in manual input.
2.
AI Business Card Scanning / Image Scanning: Captures information from business cards and handwritten application forms, converting them into structured data for CRM entry.
3.
AI Meeting Minutes: Records and summarizes in-person discussions, automatically generating activity reports to maintain uniform quality in outreach efforts.
4.
AI Scheduler: Constructs efficient visit plans based on client locations and priorities, optimizing route recommendations.
5.
AI Call Analytics (scheduled for release in 2026): Integrates call recordings and summaries into CRM, illuminating interactions beyond face-to-face meetings.
Professional Services to Support Organizational Growth
UPWARD offers comprehensive support through its professional services, ensuring that the introduction of tools translates into effective operational transformation. This includes technical assistance with over 400 successful system implementations, ongoing maintenance for swift operational improvement, and collaboration to establish and fortify unique business strategies.
About the Insurance EXPO
The Insurance EXPO is a pivotal event designed to deliver value amidst rapid digital transformation, escalating risks, and complicated regulatory landscapes within the insurance sector. By providing a platform for life and casualty insurance companies, as well as AI, DX, and InsurTech firms, the EXPO promotes knowledge-sharing about industry trends, innovative solutions, and best practices.
For more details:
Event: Insurance EXPO 2026
Date: July 23, 2026
Location: Otemachi Place Hall & Conference
UPWARD Zone: Security & Risk Management Zone
Visitor registration (free):
Register Here
UPWARD: Reinventing the Last Mile in Sales
UPWARD integrates a patent-protected geofencing technology that automates customer engagement record-keeping while offering various AI functionalities tailored for field sales. Major companies such as Kubota, Rinnai, and Shizuoka Bank have adopted UPWARD’s solutions, affirming its role as a next-generation foundation for sales digital transformation.
Company Overview
Company Name: UPWARD Inc.
Founded: July 2016
CEO: Ryusuke Kaneki
Location: Marunouchi Eiraku Building 26th Floor, 1-4-1 Marunouchi, Chiyoda, Tokyo
Business Focus: Developing and providing the field sales AI agent