Zelros Solutions for bank distribution channel
Equip bank advisors to offer adept insurance counsel, unlocking cross-selling potentials
“ 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
Distribute insurance recommendations via advisors
Give bank advisors the tools they need to personalize their customer interactions at any time
Direct distribution via digital bank portal
Personalize your customer areas to offer information relevant to each customer's needs
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