Zelros for Agent Effectiveness

Increase productivity - Accelerate lead qualification
- Enhance Risk selection

Intro Visual / agent Coaching ENGLISH
icon new business


increase in new business
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growth in cross-selling performance
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increase in agent efficiency
Positive NPS growth


Customer satisfactions
Deliver Power Visual

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

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

What makes Zelros the platform for Agent Effectiveness?

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The insurer improves the customer experience with powerful insurance insights provided with curated data sources and partners.
Customer intelligence is enriched with relevant insights on demographic, risk, or situational elements that help the agents to understand their customers better. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

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The insurer leverages Zelros' AI* models to recommend its agents with relevant propositions tailored to each customer's situation. Zelros' AI* models find the best offer for the customer's needs and provide the agent with the most suitable way to present it to the customer. Zelros' AI* models have constantly improved thanks to feedback from advisors and customers.
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* AI = Artificial Intelligence

Advisor App

The agents 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 agent's workspace, notify agents when there are upselling/ cross-selling opportunities.

Want to test out Zelros for agent effectiveness?

Speak to our representatives now

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

Seamless integration powerful framework

Prefered CRM

Zelros integrated seamlessly in
your preferred CRM

Agents engage directly with notifications provided by the Zelros Advisor App 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

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

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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)

Hear what our customers say about us

Matmut image box


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...

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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...