Zelros AI in Action

case 01

Crédit Agricole increases sales operational efficiency by shifting to a more customer-centric approach using zelros platform

Zelros helps Credit Agricole’s to promote cross-selling and upselling

Context

1st Insurer in France and 1st Retail Bank in Europe
Serving 52 million customers across 49 countries
Objectives
Personalize customer journey via both digital and agents channels
Drives skill development for advisors as the number of products are increasing, so is the complexity of portfolio.
Solution
Offer personalized advice by identifying life events (recent activities, birth, new purchases...)
Provide personalized recommendation to help advisor select the right policies for their end-customers

Results

Group-4-min

Integrate seamlessly to complement existing data

Increases the sales performance of insurance experts by 50% and of bank advisors by 200%.

Allows for fast and secure data transfer and API for integration

Promote cross-selling and upselling while helping advisors during their journey and sales approach.

case 02

Matmut leverages Zelros Artificial Intelligence to support employees in building stronger customer relationships

Zelros helps matmut smoothen agent effectiveness.

Context

Large Mutual Insurer
1500 Advisors | 300 Call Center Advisors | 500 Branch Offices
+8M insurance policies | +4M members

Objectives

Adopt personalized approaches for the new lines of businesses to target customers' needs.
Build a fluid and automated workflows for the advisors

Solution

Integrate Zelros AI directly into Matmut's CRM and in-house tools so advisors can benefit from the full support, from the first customer touchpoint to the quote creation.
Configuration of the recommendation engine to fit Matmut advisors' needs

Results

Group-3-min

Zelros allowed Matmut to actively involve their teams in the construction of the solution which helped the transition and eased the adoption of a new tool, personalized to their needs.

In the context of the creation of this new business line of health insurance, the advisors relied on Zelros' assistance to support new commercial arguments to develop their selling strategies.