Enterprise Knowledge Search · Sales Automation
Taikang needed to unify and activate large volumes of scattered enterprise knowledge so employees and insurance agents could retrieve the right information quickly, train against realistic scenarios, and serve customers more effectively across a large health-insurance ecosystem.
Reported impact
Taikang accelerated knowledge retrieval, turned enterprise content into an operational knowledge network, and gave insurance agents and staff more scalable coaching and service tools for sales and support scenarios.
Taikang built a group-wide knowledge and large-model application foundation with Baidu AI Cloud by combining Qianfan's model services, a financial Zhihui application platform, and Zhenzhi enterprise knowledge-management capabilities. The implementation ingests knowledge from nine office-system scenarios, automatically mines and parses it with large-model tooling, and reorganizes it by permissions, organizational structure, applications, and content type to form a group knowledge network. On top of that base, Taikang Life launched the 'AI Zhixun' training product, which uses knowledge-retrieval components and prompt templates to simulate realistic customer dialogues, score performance, and guide agents through an improvement loop. A separate Hui Operations assistant connects voice interaction, the operating knowledge base, and large-model Q&A so frontline staff can quickly answer questions that arise during insurance sales and servicing. Together, these pieces transform static knowledge repositories into interactive search, coaching, and service tools.
Knowledge from nine office-system scenarios is mined, parsed, and organized into the Taikang knowledge platform by business role and permission. Employees retrieve grounded answers through enterprise search and conversational Q&A, while agent-training and operations-assistant workflows reuse the same knowledge and prompt components to simulate customer interactions, score outcomes, and answer frontline service questions.
AI Zhixun is the insurance industry's first role-play training product using customer avatars and scoring loops (original: 行业内首个以角色扮演、对话方式场景演练的培训产品…通过实时解锁、事后打分、定性定量评估演练结果的形式).
Employees can ask conversational questions and retrieve the latest rules, notices, and announcements much faster (original: 内勤员工可以通过企业搜索或口语化的提问，快速获取公司最新制度、通知、公告等信息).
Internal operational knowledge retrieval improved 80% (original: 内勤知识检索提速80%).
Taikang built a unified knowledge and large-model application base using Qianfan, end-to-end tooling, and a financial Zhihui platform (original: 基于百度智能云千帆大模型平台的大模型服务、端到端应用开发工具链及金融基座智汇平台，搭建了统一的知识与大模型应用底座).
The new Taikang knowledge platform connects knowledge from nine office-system scenarios and builds Taikang's knowledge network (original: 泰康知识平台接入了泰康保险集团办公系统9个场景中沉淀的知识…构建泰康保险集团的知识网络).
Review how this reference was scored and trace each normalized claim back to its documented source.
Scoring methodology
Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.
Traceability
Field coverage shows which facts each source supports. Dates are shown only when documented by the source.
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