[Webinar] What are the most impactful and sought-after use cases for Agentic AI in banking and insurance operations?

Producers face strict KYC regulations, inconsistent data quality, growing product lines, and limited time with clients. In this use case, we will showcase our magic question feature, in which Zelros helps producers to identify which customer data points are required or missing in real time. The goal is to enable quick, easy, and auditable compliance with evolving KYC data collection regulations. See how our Magic Question feature enables you to ask the right questions at the right time, maximizing each interaction to:

✅ Stay compliant by efficiently capturing mandatory data that aligned with the current and upcoming regulations.
✅ Stay informed with the upcoming changes on new regulations
✅ Inform producers and advisors about any incoherent data in the current database to prevent negligence, fraud and bad risk assessment.

Producers often struggle with tight time constraints when it comes to identifying sales opportunities, personalizing their pitches, and recommending the right products based on client context. In this case study, we will demonstrate how Zelros's magic recommendation and pre-packaged content features provide ready-to-use, enriched, and continuously updated sales enablement materials. This approach addresses the common concern that agents or producers may come across as generic or "cookie-cutter."

The goal is to equip producers with hyper-personalized recommendations at scale and in real-time, supporting agents with dynamic, compliant, and distinct talking points.

See how our Magic Recommendation and pre-packaged features enable you to ask the right questions at the right time, maximizing each interaction to:
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✅ Enhance agents & advisors recommendations
✅ Ensuring compliance with insurance & 
 banking advisory duties
✅ Strengthen employees’ pitch, launch promotions for new products, adopt new risk assessment rules, and update marketing and digital campaigns systematically

Producers manage a large volume of policy documents, often with annual updates and client-specific versions. Policy documents are often lengthy and technical. In this use case, we will demonstrate how Zelros’ magic answer feature provides a secure, compliant, and accurate response based on the client’s policy document, allowing producers to quickly find and verify information related to the policyholders.

The goal is to equip producers with a tool that allows them to cut down time from hours to minutes, and leave space to focus on provide better customer experience We want to validate the need for specialized solutions tailored to insurance documentation, as this is essentially a “magic answer” engine built for a highly regulated, complex document set.

Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, the answers are generated using several sources to ensure accuracy and relevance.
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✅ Contextualized responses to clients' and/or 
employees' requests
✅ High-quality, accurate responses without 
hallucinations, with easily accessible sources
✅ Continuous improvement through feedback loops