Customer cases:

Zelros Recommendation Engine for
Agent Effectiveness

Group 10

Zelros delivers a powerful agent coaching solution to unlock new sales potential for leading insurance firms.

By deploying insurance-specific AI models that understand customer data and deliver targeted recommendations, Zelros reduces the complexity of training insurance agents on a mass scale.

The tool coaches the advisor/ agent on the best way to present offers to customers based on their attributes. Agents engage directly with notifications provided by the Zelros Advisor App within their CRM interface.

As a result, Zelros brings growth in cross-selling and upsell revenues and provides leaders in personal lines insurance with a competitive edge and proactive customer experience.

Find out more about how a leading Mutual Insurance company
is using Zelros to improve their Agent Effectiveness

Key business metrics
  • Over 3 million customers
  • Over 6000 employees
  • 3,4 billion Euros (GWP) revenue
  • Almost 7 million policies
Key business metrics



Key challenges
  • Inefficient training procedures
  • Agents disconnected from relevant data
  • Process complexity not supportive
Key Challenges

Key solutions

Use personalized recommendation engine to
generate real-time upsell and cross-sell advice for agents.
Empower autonomous selling for individual agents and reduce reliance on underwriter reviews
Operate natively within CRM environment due to seamless integration

Key results


increase in
new business


reduction in


Increase in agent

Icon Upgrade

Positive NPS

Matmut logo

“Zelros enabled our advisors to play a proactive role in understanding the needs of our customers.
This led to increased NPS and better cross-sell rates"

Deputy General Manager of
a Leading French Mutualist

Can’t get enough?
More about how Agent Effectiveness works

Advisor App

The advisors are equipped with the Zelros Advisor App, available in both their CRM (Salesforce Financial Service Cloud) and their in-house policy
administration system. The Zelros app, seamlessly integrated into the advisor's workspace, sends notifications to the advisor when a specific advice/recommendation should be given to the customer.

Insurance Data Catalog

The insurer leverages Zelros' AI* models to recommend its advisors with relevant advice tailored to each customer's situation. Zelros' AI* models find the best offer for the customer's needs and provide the advisor with the best way to present it to the customer. Zelros' AI* models are constantly improved thanks to feedback from advisors and customers.

* AI = Artificial Intelligence


The insurer improves the customer experience with powerful insurance insights provided from curated data sources and partners.
Customer intelligence is enriched with relevant insights on demographic, risk or situational elements that enable the advisor to better understand his customer and derive his needs.

Seamless integration
Powerful Framework

Zelros integrated seamlessly in your preferred CRM


Zelros provide the recommendation based on the Detect, Inform, Protect framework

Zelros Product Image Explanation

Never stop learning

The Zelros Advisor App is always learning — thanks to an ongoing agent and customer feedback. The model adapts to improve future recommendations whenever an offer is accepted (or declined)