Case study · AI product · 2026
Expertise made
operational.
AgentMentor turns field knowledge into an always-available coaching experience for working life-insurance agents.
- Client
- AgentMentor.io
- Engagement
- Strategy through build
- Disciplines
- Product · software · content
- Outcome
- Working coaching platform
The design problem
Agents do not need more information. They need useful judgment at the moment a deal gets difficult.
The opportunity was not to make another general-purpose chatbot. It was to translate industry knowledge into a focused product shaped around the questions, pressure, and language of working agents.
By Design treated the intelligence, interface, product story, and content system as one connected design problem.
What we designed
Strategy
Framed the audience, product promise, and shortest path from expertise to a useful coaching experience.
Product
Designed the experience around real field questions instead of generic chatbot behavior.
Software
Turned the concept into a working platform agents can access when the work is happening.
Content
Structured domain knowledge so the product can coach with relevance, context, and a consistent point of view.
The result
Strategy became a product agents can actually use.
A coherent platform in which positioning, experience, software, and subject-matter content reinforce one another.
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