Zelros, an international InsurTech company, has developed a SaaS solution based on artificial intelligence. With this, insurers can offer a fluid and personalized experience along the entire customer journey - from the sale of products and services to customer service.
To further simplify outbound sales management, Zelros also integrated its AI with the Microsoft PowerApps Platform. The challenge was to make it easier for insurance agents to engage with potential policyholders as well as existing customers. In addition, the AI is able to suggest insurance products to insurance agents tailored to each customer's needs, as well as simplify appointment management.
Zelros' artificial intelligence analyzes customer profiles during the prospecting process, collects the data and pre-sorts it. Various criteria are taken into account in the process. Among other things, the AI's decision takes into account the degree of product affinity, certain life events, and availability forecasts. This supports the consultants in precisely addressing their target groups (prospecting/targeting). The digital customer file made available to them in the process contains all essential information as well as the latest interactions. At the same time, a Virtual Assistant based on Zelros' artificial intelligence is active, providing insurance agents with information about customers' preferences for different products. Likewise, the assistant provides advisors with cogent sales arguments. The artificial intelligence analyzes the conversation in real time, identifying important moments in the customer's life and making a recommendation about the most suitable insurance product based on this.
By developing Zelros' artificial intelligence as a Microsoft PowerApps solution, the consultant is able to improve their operational and commercial efficiency while remaining in their familiar working environment, i.e. Microsoft Teams. Thus, the integration of Zelros with Microsoft Teams results in better lead management as well as increased customer satisfaction because the interaction with the consultant is much more fluid.
About Zelros
Zelros is an international IT company headquartered in France and provider of artificial intelligence-based B2B software specifically for insurance companies. The software solution, Zelros for Distribution, continuously trains itself through machine learning and enables insurance companies to improve their distribution and customer journey. Through Zelros, insurers can offer a seamless and personalized customer experience. This includes insurance underwriting as well as service to existing customers. Zelros' services are used by well-known international insurance companies, including Groupama, MAIF, La Banque Postale, Groupe BPCE, Assurone, +Simple. For more information here.