AXA and The Insurance Copilot ™

Zele and AXA

Prevention & protection at AXA

AXA agents leverage Zelros to provide their clients with personalized advice, helping them make informed decisions about their insurance needs.

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+55%

Conversion
ratio

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+30%

cross-sell

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x3

agent on-boarding time

AXA was born out of a small mutual insurer from Normandy that turned into a world leader for insurance.

AXA’s mission has always been about protection. It covers a broad range of products and services designed for individual and business clients

  • Personal property (cars, homes)
  • Personal liability (personal or professional)
  • Life insurance (savings and retirement products)
  • Health insurance
  • Asset management
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L'information Générale d'axa

Hire, train, and develop agents with expertise

Protection - prevention-Expertise

AXA’s goal is to streamline customer touchpoints, making interactions simple, consistent, and personalized at every channel

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Provide real-time customized protection recommendations to meet customers' needs without overlooking any opportunity.
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Mitigate customer risk with prevention-focused recommendations to enhance satisfaction and trust.
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Empower insurance and banking agents with expert knowledge to provide comprehensive advice.
Valérie Callen - Agents Network Managing Director - parle à Zelros
“Agents are praising Zelros for being user-friendly, easy to use, and helping them to quickly identify what they should recommend and say to prospects and policyholders. The results are impressive.”

Valérie Callen
Agents Network Managing Director

Over 6,000 users of AXA have utilized Zelros to streamline their outbound communications directly within Salesforce.

Zelros optimizes the efficiency of outbound call campaigns by ensuring consistent communication across outgoing calls and agent appointments, thereby streamlining processes and enhancing client interaction.

  • Utilize AI to prioritize tasks.
  • Use AI to tailor recommendations according to client needs.
  • Implement a feedback loop for ongoing improvement of recommendations.
  • Assisting agents with dynamic, next-best questions to capture essential client information or to initiate a discovery process for client needs.

Exceptional Outcomes

Efficiency - time-clock

Boost Sales Performance

+55% conversion rate
+30% cross-sell
Human and AI

Leverage secure AI and Gen AI

Zelros prioritizes security. We. hold ISO 27001 certification and enable safe useI for insurance players.
Progression bar - performance

mprove productivity & efficiency

Zelros increases agents’ efficiency and reduce the onboarding phase from 6 to 2 months.

Watch the replay of our webinar with AXA and Microsoft on Gen AI

Video is in French; Subtitle in English is coming soon!

Webinaire Microsoft, AXA et Zelros