Customer case: Insurance and retail banking

Crédit Agricole

Marketer Zèle

About Zelros

Zelros is a recommendation engine specialized in the insurance industry. Leveraging intelligent data, Zelros provides insurers' sales and digital marketing teams with the customer intelligence they need to create proactive and personalized experiences on any channel

Key Customer Facts

Crédit Agricole is the number 1 insurer in France and the top 10 bank in the world. Crédit Agricole offers a complete range of competitive products as well as services to their 52 million customers across 49 countries

Zèle
English CA cloud

Business Challenges

icon

Personalization

Customers are looking for more personalization, from advisors' advice and product diversity while insurance players must comply with regulations by putting their customers' interests first

• Optimize every customer contact
icon

Product knowledge

Agents are facing an increasing number of products, in constant evolution, and more complex portfolios, which required smart tools to guide and coach them

• Increase the volume of quotes
• Improve conversion rates
English quote CA

Zelros' Solution

Zelros' integration started with the configuration of 4 products: Health, Legal Protection, Life Insurance, and Every Day Accident. Then it extended to home insurance, remote surveillance, and car insurance

Zelros' goal: delivering insights that meet Credit Agricole’s needs to promote cross-selling and upselling while helping advisors during their journey and sales approach

Identify client's coverage needs via Machine Learning scores
Offer personalized advice by identifying life events (recent activities, birth, new purchases...)
Advise clients toward the right policies with a framework of targeted and personalized arguments
[EN]Agent coaching / Agent growth tool Zelros for Insurance
[EN] Zelros Agent effectiveness - Mobile
Zelros Agent effectiveness - EN- Mobile
Quote 2nd CA

Business benefits

fast effect

Rapide and easy implementation

Less than 2 months for 4 product lines
Easy deployment in the advisor workspace that adapts to the expertise of the advisor with connectors to market-leading CRMs like Salesforce

strategie icon

Strategic reporting

Zelros enables advanced analytics and insights on how your customers engage with you by giving data about what leads to cross selling / up-selling, key segments that engage in specific offers, and embeds advanced insurance analytics into your Business Intelligence platform (PowerBI, Tableau, Dataiku)

Group 209

Secure data transfer and data integration strategy

Zelros allows for fast and secure data transfer as well as APIs for integration

Group 211

Improve sales performance

Zelros increases the sales performance of insurance experts by 50% and of bank advisors by 200%