The Insurance Copilot™ for agents
Risks and products expertise • Customer centricity • Productivity
The Insurance Copilot™ - Producer’s most reliable buddy
Zelros – The Insurance Copilot™ provides a powerful AI tool that accompanies producers in their their day-to-day sales tasks.
Zelros utilizes specialized LLMs tailored for insurance and a comprehensive library of over 7000 insurance protection recommendations for life, property and casualty, and small business. This allows agents to efficiently manage their time, access up-to-date and reliable data, and provide personalized recommendations to their policyholders.
Increase in new business
growth in cross-selling performance
increase in agent productivity
Positive
NPS Growth
Increase in new business
growth in cross-selling performance
increase in agent productivity
Positive
NPS Growth
Discover Zelros Capabilities
Real-time Voice Analysis and Summary
Automatically capture and summarize the essential information in the conversation with the policyholders to suggest the next-best questions and recommendations
Expert Task Handling
Zelros equips agents with suggestions to aid in daily tasks for insurers, such as:
- Offering real-time summaries from voice and written conversations with policyholders
- Discovering policyholders’ needs with dynamic next-best-question
- Drafting emails that are both relevant to policyholders and compliant with legal requirements
- Providing personalized arguments to effectively address clients’ objections and concerns
Smart Data Extraction and Discrepancy Detector
Effortlessly extract critical data from personal documents, images, and ID cards to alleviate the burden of manual data entry for producers.
Identify any missing data and flag discrepancies between existing and new data to ensure the data remains clean and current
Decision support System
By leveraging insurance-specialized LLMs, producers can swiftly access real-time responses that combine data and information from both structured and unstructured sources, such as contracts, procedures, and rule manuals.
This eliminates the need for agents to comb through extensive documents to find the information they need. Instead, the information is delivered in a clear, easy-to-understand format with citations from the original sources. Ultimately, save agents time and gain productivity
Recommendation for prevention and protection
Discover Zelros Capabilities
Real-time Voice Analysis and Summary
Automatically capture and summarize the essential information in the conversation with the policyholders to suggest the next-best questions and recommendations
Expert Task Handling
Zelros equips agents with suggestions to aid in daily tasks for insurers, such as:
- Offering real-time summaries from voice and written conversations with policyholders
- Discovering policyholders’ needs with dynamic next-best-question
- Drafting emails that are both relevant to policyholders and compliant with legal requirements
- Providing personalized arguments to effectively address clients’ objections and concerns
Smart Data Extraction and Discrepancy Detector
Effortlessly extract critical data from personal documents, images, and ID cards to alleviate the burden of manual data entry for producers.
Identify any missing data and flag discrepancies between existing and new data to ensure the data remains clean and current
Decision support System
By leveraging insurance-specialized LLMs, producers can swiftly access real-time responses that combine data and information from both structured and unstructured sources, such as contracts, procedures, and rule manuals.
This eliminates the need for agents to comb through extensive documents to find the information they need. Instead, the information is delivered in a clear, easy-to-understand format with citations from the original sources. Ultimately, save agents time and gain productivity
Recommendation for prevention and protection
The Insurance Copilot™: Right where you need it
Solution for Independent and Captive agents
Web Solution
Ready-to-use standalone solution
Integrated Solution
CRM, Policy Admin, Homegrown systems
Detect, Discover, Recommend with Prevention & Protection expertise
Agents engage directly with notifications provided by the Zelros Integrated solution within their CRM interface
The tool also coaches the advisor/agent on the best way to present offers to customers based on their attributes. 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
Policyholders’ life events and potential interests in insurance products
Policyholders’ needs with relevant Next Best Questions and key elements of the coverage
Policyholders with recommendations about the most suitable coverage
AI models continuously through ongoing agents and policyholders’ feedback.
Check our Customers Stories
We are proud to be a trusted partner that helps streamline the operational process and makes the insurance distribution channels more personalized and efficient
MATMUT
Mutual insurance
Matmut offers a complete range of property and personal insurance products, financial services, and savings to more than 4M members with over 8M insurance policies.
Zelros is used by Matmut to...
CRÉDIT AGRICOLE
Insurance, and retail banking
Crédit Agricole offers a complete range of competitive products and services to their 52 million customers across 49 countries.
Zelros is used by Crédit Agricole to...
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