About Client
The client is one of India’s largest life insurance companies and the largest non-bank private-sector life insurer in the country. It is a joint venture between a prominent Indian conglomerate and a major Indian multinational bank, offering a wide range of life insurance products to millions of customers.
Objective
To empower sales agents with AI-generated customer intelligence by leveraging silent API integrations and publicly available data, thereby enabling more personalized and effective customer engagement prior to first interaction.
Solution
Blazeclan implemented a GenAI-powered customer profiling solution integrated directly into the client’s CRM. The system aggregates publicly available customer data using silent APIs, processes it through a data enrichment pipeline, and applies advanced AI models to generate actionable insights for sales teams.
Core Components
1. Silent API Data Aggregation
- Public Social Media (LinkedIn, Twitter, Facebook)
- Websites and Blogs
- Job Portals and Company Websites
- E-commerce footprints and reviews
2. Data Enrichment Layer
- Cleansing and deduplication
- Relevance scoring for sales context
- Entity tagging (interests, job roles, sentiments)
- Priority ranking using NLP algorithms
3. GenAI Insights Engine
- Persona generation with behaviour traits
- Summarized professional background
- Interest detection and conversation cues
- Insights from recent public activities
- Potential objections and pain-point mapping
Sample Output in Sales Agent Dashboard
- Name & Title: Amit Sharma, Senior Product Manager at Infosys
- Social Insights: Active on LinkedIn
- Personality Summary: Analytical, risk-aware, interested in early retirement
- Recommended Pitch: Focus on ULIP + Tax Saving; Emphasize retirement flexibility
Privacy & Compliance
- Use of only publicly available, legally accessible data
- Optional consent-based enrichment modules
- Adherence to data protection and privacy regulations
- Role-based access controls and audit logging
Outcome
For Sales Agents:
- Instant, data-backed understanding of prospects
- More relevant and engaging conversations
For Customers:
- Higher trust through personalized discussions
- Solutions aligned with life stage and interests
For the Company:
- Improved lead conversion rates
- Strengthened customer relationships and loyalty
The AI-driven profiling framework transforms traditional customer acquisition for life insurance advisors. By combining silent APIs for data discovery with GenAI-powered insight generation, sales teams can engage with prospects more meaningfully, accelerating trust-building and improving sales outcomes—while maintaining strict compliance and privacy standards.
Tech Stack
Front End
- React js – Builds the interactive CRM dashboard displaying AI-generated profiles and recommendations.
Infrastructure (Frontend):
- S3 -> Cloudfront – Hosts the dashboard and delivers it securely with low latency.
Third Party API
Decntro Silent API’s – aggregates publicly available customer data from social, web, and other sources.
Backend:
- Middleware: API Gateway – Manages and secures API requests between front-end and backend services.
- lambda with python (serverless) – Processes and enriches data in a scalable serverless environment.
- DB: dynamodb – Stores enriched profiles and insights for fast access.
- Model: OpenAI gpt-4.1-nano – Generates customer personas, conversation cues, and tailored pitches.
- Agentic Framework : Agno AGI – Coordinates AI agent workflows for enrichment and insight generation.