Distribution AI practice library32
DesignSTR-01
Distribution AI transformation thesis
Define how AI will improve reach, producer effectiveness, service, conversion, retention, and cost while protecting fair and compliant distribution.
PilotSTR-02
Channel journey and authority map
Map channels, customer journeys, producer roles, licensable acts, advice, approvals, handoffs, disclosures, compensation, and accountability.
OperateSTR-03
Use case outcome and boundary
State users, products, audiences, tasks, decisions, exclusions, autonomy, human authority, measures, and unacceptable outcomes.
ImproveSTR-04
Portfolio sequencing and dependency plan
Sequence initiatives using value, risk, readiness, data, platform, vendor, licensing, workforce, jurisdiction, and change dependencies.
DesignLED-01
Audience and lead source governance
Document the origin, permission, quality, permitted use, freshness, ownership, and vendor terms for audiences and leads.
PilotLED-02
Segmentation targeting and suppression
Use relevant criteria, approved exclusions, do not contact lists, fairness testing, and monitored segments for targeting and suppression.
OperateLED-03
Outreach consent preference and frequency
Honor consent, communication preferences, channel permissions, quiet hours, frequency limits, opt out, and required records.
ImproveLED-04
Lead scoring qualification and routing
Score and route leads using validated definitions, uncertainty, producer eligibility, capacity, service level, and monitored outcomes.
DesignPRO-01
Producer licensing appointment and access
Confirm license, line of authority, appointment, jurisdiction, role, training, product access, and system permissions before AI enabled activity.
PilotPRO-02
Product knowledge and comparison support
Retrieve approved current product, eligibility, coverage, exclusion, price, form, filing, and comparison information with source provenance.
OperatePRO-03
Needs discovery and recommendation support
Support fact finding and recommendations within product, customer, suitability or best interest, documentation, and human review requirements.
ImprovePRO-04
Compensation conflict and disclosure controls
Identify incentives and relationships, prevent hidden steering, apply approval rules, and provide required compensation or conflict disclosures.
DesignMKT-01
Marketing claim substantiation
Require evidence for express and implied claims, preserve source and approval, and retest claims when products, evidence, or context change.
PilotMKT-02
Generated content review and approval
Review AI generated copy, images, offers, comparisons, disclosures, citations, audience, channel, and brand before publication.
OperateMKT-03
Personalization disclosure and accessibility
Personalize within approved purposes and data, keep material information prominent, and provide accessible language and formats.
ImproveMKT-04
Brand channel and campaign controls
Control approved templates, channels, domains, social accounts, local adaptations, campaign dates, withdrawal, archives, and reuse.
DesignSAL-01
Quote preparation and assumption controls
Use authoritative quote inputs, identify assumptions and uncertainty, avoid presenting estimates as binding, and preserve calculation evidence.
PilotSAL-02
Application completeness and evidence
Improve completeness without inventing answers, distinguish customer and producer statements, request missing information, and preserve attestations.
OperateSAL-03
Customer confirmation and producer accountability
Show material product terms and disclosures, confirm customer intent, preserve the producer role, and record acknowledgments or signatures.
ImproveSAL-04
Bind handoff and post sale quality
Transfer complete evidence to underwriting and servicing, confirm status and next steps, review early cancellations, and address mis selling signals.
DesignTEC-01
Distribution data quality and lineage
Trace lead, audience, contact, consent, producer, product, quote, application, campaign, complaint, third party, and derived data through outcomes.
PilotTEC-02
Model and agent validation
Test performance, calibration, uncertainty, fairness, robustness, prompts, retrieval, tools, autonomy, content, and failure modes by context.
OperateTEC-03
Tool access security and resilience
Control identity, permissions, secrets, prompt injection, data leakage, tool actions, publication, logging, downtime, rollback, and safe failure.
ImproveTEC-04
Vendor platform and evidence controls
Align providers on scope, data, leads, content, performance, fairness, security, changes, incidents, evidence, continuity, and exit.
DesignOPS-01
Production performance monitoring
Monitor accuracy, calibration, drift, latency, availability, lead quality, suppression, content defects, tool failures, thresholds, and remediation.
PilotOPS-02
Sales quality and outcome review
Review recommendations, quotes, applications, conversions, cancellations, retention, fairness, disclosures, complaints, and customer outcomes.
OperateOPS-03
Producer behavior and workload monitoring
Measure outreach, queues, rework, workarounds, overreliance, inappropriate use, producer effort, adoption, and actual capacity realization.
ImproveOPS-04
Complaint cancellation and regulator feedback
Connect defects, complaints, cancellations, replacements, regulator inquiries, incidents, vendor events, and near misses to root cause and change.
DesignGOV-01
Distribution AI governance and change control
Set ownership, risk tier, approvals, evidence, monitoring, incidents, material change triggers, restrictions, and retirement decisions.
PilotGOV-02
Fairness privacy and jurisdiction review
Evaluate licensing, trade practice, unfair discrimination, privacy, consent, telemarketing, explanation, record, accessibility, and jurisdiction rules.
OperateGOV-03
Economics capacity and workforce realization
Connect AI use to sales quality, service, conversion, persistency, retention, customer outcomes, producer capacity, skills, and total cost.
ImproveGOV-04
Campaign and sales learning improvement
Use campaign tests, sales review, complaints, cancellations, producer feedback, incidents, and market changes to improve or retire systems.