Zelros Solutions for bank distribution channel

Equip bank advisors to offer adept insurance counsel, unlocking cross-selling potentials

Bancassurance/HeroImg
BPCE
BNP
CA
Societe Generale

Challenge

• Bank advisors consider insurance products complex and difficult to sell

• Training bank advisors to sell insurance products is a costly and time-consuming process

Insurances are often secondary products that are often overlooked by bank advisors, resulting in missed opportunities

Banking data is underutilized for selling insurance products, both via advisor and digital portal
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Solutions

With Zelros
Identifying and notifying all insurance selling opportunities efficiently at every customer touchpoint

Providing a data-driven approach and personalized selling points to boost advisors' confidence in offering the best coverage and consistent omnichannel experience to potential policyholders

Speeding up the advisors training to better upsell and cross-sell on inbound and outbound customer calls

Processing and consolidating all data related to insurance distribution securely

Enriching and leveraging carriers’ in-house data for advanced risk selection and optimized loss ratio

Leveraging data to push relevant insurance product offering directly to the personal portal based on the intention

Challenge

• Bank advisors consider insurance products complex and difficult to sell

• Training bank advisors to sell insurance products is a costly and time-consuming process

Insurances are often secondary products that are often overlooked by bank advisors, resulting in missed opportunities

Banking data is underutilized for selling insurance products, both via advisor and digital portal
target.icon

Solutions

Identifying and notifying all insurance selling opportunities efficiently at every customer touchpoint

Providing a data-driven approach and personalized selling points to boost advisors' confidence in offering the best coverage and consistent omnichannel experience to potential policyholders

Speeding up the advisors training to better upsell and cross-sell on inbound and outbound customer calls

Processing and consolidating all data related to insurance distribution securely

Enriching and leveraging carriers’ in-house data for advanced risk selection and optimized loss ratio

Leveraging data to push relevant insurance product offering directly to the personal portal based on the intention
Laurent Graziani
“ With Zelros, We have seen a positive trend in cross-selling among our advisors. Specifically, we have observed that some of our advisors are now subscribing to contracts in areas they did not previously explore, such as health and life insurance. This is valuable for them because it provides them with appropriate catchphrases and is also very beneficial for cross-selling and our overall productivity “

Laurent Graziani
Director of the Customer Relations and Multichannel Center
Crédit Agricole North of France

Personalized Insurance Recommendations
for both Personal and Small Business lines

Long-term relationships and drives profitable Growth

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Newcomers reach full potential in 3 months instead of 6

Lead generation

Boost customer retention and reduce churn

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Enhance sales and upselling opportunities

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Streamline innovation distribution costs

Distribute insurance recommendations via advisors

Give bank advisors the tools they need to personalize their customer interactions at any time

Digital EN

Direct distribution via digital bank portal

Personalize your customer areas to offer information relevant to each customer's needs

Bank Portal EN

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