For Wholesale Brokers and MGAs

Higher Data Quality - Better Personalization - Greater Engagement

Customer Recommendation Visual
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Engage and re-engage leads with personalized questions and
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Retain customers, decrease churn rates
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Increase cross-sell and up-sell opportunities
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Optimize costs and change the distribution game
Life or P&C policy VISUAL

MGAs providing Life & Annuities or P&C policies trust Zelros platform to:

• Capture relevant zero-party, incorporate and enrich first-party data with Zelros insurance data sources i.e., risk data to segment customer lists using rules-based capabilities

Identify customer protection gaps and proactively recommend the most suitable and competitive policies at the right time via both digital and agents channels

• Leverage data from the insurance carriers, so that agents can see the most up-to-date policies and rates available

See Zelros in every step of your acquisition
and consumer engagement journeys!

Consumer Journey Visual
Upselling Cross-selling VIsual For Mobile*
Outbound Campaing VIsual For Mobile*

Want to know more?

Have a look for yourself!

Mark Palmer
“Customer expectations are constantly changing in the insurance industry. The industry is moving forward, and the status quo is being challenged. We want to set the example to better serve our customers with offerings that meet them where they are, such as providing personalized recommendations for insurance and financial solutions. We are committed to innovation, and we are growing our partner ecosystem with vendors like Zelros to accelerate our value to market while increasing engagement and productivity.”

Mark Palmer,
Chief Strategy Officer at Quility

Personalization strengthens sales opportunities
across agents and digital channels.


Solution for Agents Distribution

Zelros streamlines the insurance sales process by using its artificial intelligence platform to help agents find the most suitable products for their clients directly within their existing CRM.


Solution for digital distribution

Zelros helps your campaign to speak your products in consumers’ languages. We fight the insurance protection gap by proactively educating consumers away from buying the lowest-priced coverage to buying the best protection.