UPWARD, an AI Agent for Field Sales, to Exhibit at Insurance EXPO 2026

UPWARD Inc. (Headquarters: Chiyoda-ku, Tokyo; CEO: Ryusuke Kanagi, hereinafter "UPWARD") will exhibit at "Insurance EXPO 2026," to be held on Thursday, July 23, 2026, at Otemachi Place Hall & Conference.

With the revised Insurance Business Act enforced in June 2026 and increasing compliance awareness, the insurance industry is rapidly recognizing the importance of visualizing customer interaction processes and objectively recording sales activities.

UPWARD will exhibit in the "Security & Risk Management" zone, introducing its next-generation compliance and sales DX solution that automatically and reliably archives customer interactions as verifiable records using proprietary location technology and cutting-edge generative AI.

Exhibition Background: Balancing Operational Efficiency with Reliable Customer Interaction Records

Currently, in the field of insurance solicitation, there is a growing demand to shift from manual, memory-dependent recordkeeping to transparent, objective process management. However, accurately documenting detailed discussions during busy field visits poses a significant burden on sales representatives. There is an urgent need to strengthen organizational governance while preserving time for direct customer engagement.

UPWARD eliminates the need for manual system input by automatically linking objective evidence—such as recorded meetings, AI-generated summaries, and location history—directly to CRM systems. The company will demonstrate this advanced approach, which ensures consistency in customer explanations and strengthens internal controls and risk management.

"UPWARD Field Sales 360": Comprehensive Support for Field Sales

"UPWARD Field Sales 360" is a holistic solution that supports AI-driven sales transformation (AX) from all angles, combining the "Product (AI) Domain"—tailored to field sales workflows—with the "Professional Services Domain," which provides end-to-end support from implementation to adoption and results realization. At the exhibition, UPWARD will demonstrate its latest AI features and explain the process of achieving sales transformation.

Key AI Features in the Product Domain

A single mobile app automatically archives daily field visits as accurate, verifiable records.

AI Check-in Automatically detects presence at client sites, recording time and location to prevent manual input errors and maintain objective activity logs.

AI Business Card Scan / AI Document Scan AI extracts text from photos of business cards, handwritten application forms, and documents, saving structured data directly into CRM systems.

AI Meeting Minutes Records and summarizes face-to-face meetings, automatically generating activity reports. Key explanations and agreements are logged into CRM/SFA systems with just a few taps, supporting consistent sales quality.

AI Scheduler Uses customer location and priority data to generate efficient visit plans and recommended routes, eliminating unnecessary travel.

AI Call Analytics (Rollout scheduled for 2026) Automatically links smartphone call recordings and conversation summaries to customer records in CRM. Ensures non-face-to-face communication, such as phone explanations, is fully visible and verifiably recorded.

Professional Services Domain: Organizational Support Framework

Beyond mere tool deployment, UPWARD provides dedicated team support for the essential "continuous improvement process" to ensure successful business transformation through tool adoption.

System Design & Initial Setup Offers both standardized setup services based on experience with over 400 companies and advanced custom development for specific requirements.

Operations, Maintenance & Adoption Support Fully handles technical setup and modifications (e.g., maps, objects) to enable rapid operational improvements.

Expansion & Results Realization Accompanies clients in redefining goals and KPIs, helping establish company-specific "winning patterns" and embedding them into organizational culture.

About Insurance EXPO

Insurance EXPO is an event designed to support the healthy development of the insurance industry during a period of historic transformation marked by accelerated digitalization, rising risks, and complex regulatory challenges. It aims to deliver value to both financial institutions and solution providers. The EXPO brings together life and property & casualty insurers, as well as companies in AI, DX, and InsurTech, to share the latest industry trends, advanced solutions, and best practices.

Source: Insurance EXPO 2026 | Seminar Info

Exhibition Details

Event Name: Insurance EXPO 2026 Date: Thursday, July 23, 2026 Venue: Otemachi Place Hall & Conference

UPWARD Exhibition Zone: Security & Risk Management Zone Visitor Registration (Free): https://event.goodway.co.jp/public/application/add/372

"UPWARD": Revolutionizing the Last Mile of Field Operations

"UPWARD" is a sales support service based on AI specialized for field and visiting sales. It offers patented "advanced geofencing technology" for automatic customer interaction logging and a suite of AI tools tailored for field sales. Adopted by approximately 450 companies—including Kubota, Rinnai, and Shizuoka Bank—that rely on face-to-face customer engagement as a primary sales channel, UPWARD serves as a next-generation sales DX platform. UPWARD Brochure: https://upward.jp/downloads/allservicematerials/

About UPWARD Inc.

UPWARD Inc. is dedicated to the purpose of "unlocking the creativity of field workers to accelerate the growth of businesses and society." The company specializes in AX services that solve challenges for field workers who create value through offline customer interactions. By leveraging technology to enable full job execution via mobile devices, UPWARD aims to create a world where people can thrive regardless of location or circumstances.