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Zelros for Sales
in Action

case 01

Increasing life insurance cross-sales on inbound and outbound contacts

Young girl connecting with nature
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

Increased empathy

0.4 additional quotes converted per day per advisor

40% increase in number of quotes

Decrease in junior advisor training time

When did this happen?

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

5-20% increase in quotes conversion rate

20-55% increase in number of quotes