United StatesFinance and insurance2025 – ongoingNationwide
Sales Sidekick annuity information retrieval
Nationwide reported annuity inquiries routinely completed in less than 5 minutes with Sales Sidekick
Problem
Annuity questions required lengthy research.
Approach
Nationwide built Sales Sidekick for associates. It retrieved product details during advisor calls.
Results
less than 5 minutesroutine annuity inquiry completion time; product research previously took up to 30 minutes, per Nationwide
Takeaway
Associates retrieved annuity product details during advisor calls, leaving more time to address individual questions.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Customer service
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
[1]Nationwide5 Jun 2025
Nationwide described its deployed assistant. It reported shorter annuity inquiry handling.
Full details are in the original sources.
Added 1 Nov 2026 · Updated 1 Nov 2026