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
Optimizing sales efficiency to support a new Home Insurance policy launch
Context
Large Mutual Insurer
Home P&C insurance business line
100 advisors (face to face/phone), scaling to 2500
Objectives
Get better insights on customer needs and provide the best advice regarding policies’ content
Secure the successful launch of a new Home Insurance policy and increase 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.
Automated prioritization of products based on business priorities (AI Cockpit)
Results
case 03
Medical selection automation for Life Disability Insurance

Context
Tier 1 bancassurer
Life disability insurance cover
100,000 subscriptions per year
Objectives
Increase the number of subscriptions automatically accepted, and reduce decision time to avoid customer drop out
Complement existing basic decision rules with advanced machine learning decisions
Use AI to assist underwriting doctors in making decisions on complex cases
Solution
Explainable machine learning model trained on Zelros platform on a history of 40,000 anonymized cases
IT integration through API for automation
Zelros App for underwriting doctors
Results

case 04