Zelros AI
in Action
case 01
Increasing life insurance cross-sales on inbound and outbound contacts
Context
Large Mutual Insurer
Life insurance business line
2500 advisors targeted (face to face/phone)
Objectives
Get a better understanding of customer needs
Improve the quality of advice regarding policies’ content
Increase cross-selling and up-selling
Solution
Plug-ins to both structured and unstructured data sources
Prediction of key life events
Recommendations on relevant insurance policies along with personalized selling points
Results
case 02