The Insurance Copilot TM

Cool Vendor
ZelrosPlatformVisual

Zelros drives agents’ efficiency, improves risk management
and enhances customer experience

Platform/Graph/Desktop
Blue Moon Release -2024
Responsive/Platform/Graph
Blue Moon Release -2024

Empower Your Agents with Zelros Insurance Marketplace

Bring Your Data Together!

Business System Connectors

Uncover Full Client Insights

Client Profile Enrichment & Scenarios

Optimize & Advise

Gen AI Productivity use cases & Personalized 
Recommendation

Empower Your Agents with Zelros Insurance Marketplace

Bring Your Data Together!

Business System Connectors

Uncover Full Client Insights

Client Profile Enrichment & Scenarios

Optimize & Advice

Gen AI Productivity use cases & Personalized 
Recommendation

Configure dynamic, real-time and personalized recommendations

Personalized messages reflect dynamically policyholders’ needs and preferences. Enhanced by generative AI, they are real-time, prioritized, and segmented based on various factors.

Star
Customer behavior and business interactions: propensity, life events, personas, CLTV, eligibility, churn
Rocket
Data-driven insights: ML scores
Shield
Risk mitigation: Risk, protection needs, prevention opportunities
Star
Customer behavior and business interactions: propensity, life events, personas, CLTV, eligibility, churn
Rocket
Data-driven insights: ML scores
Shield
Risk mitigation: Risk, protection needs, prevention opportunities
Access over 7000 ready-to-use insurance recommendations for various life, property and casualty, and small business scenarios in our recommendation library.
New: geographic and real estate recommendations available in the marketplace that help agents to:

  • Improve measures for policyholder protection and prevention
  • Identify and control risk at the point of sale, ensuring safety and reliability for both insurers and policyholders

Craft unique recommendations with low-code decision tree features. Maximize productivity and boost creativity by leveraging the integrated Generative AI in the creation process.
Craft unique recommendations with low-code decision tree features. Maximize productivity and boost creativity by leveraging the integrated Generative AI in the creation process.

NEW: Leverage the power of Gen-AI enhanced features with our latest Sintra product release

The decision support provides real-time and precise answers, from both structure and unstructured data sources, removing the need to navigate through extensive documents.

This efficient system ensures agents have quick access to essential information, procedures, documents, contracts, regulatory manual... enhancing their ability to provide informed advice and make decisions swiftly.

GenAI - Insurance trained LLM - Decision Support system
Discovery of needs

The discovery of needs feature enables agents to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows, helping agents to collect essential zero party data information on their clients (home, habits, financial projects…).

The discovery of needs feature enables agents to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows, helping agents to collect essential zero party data information on their clients (home, habits, financial projects…).

Discovery of needs

The voice analyses feature activates real-time support during calls, going beyond mere analysis to enable agents to focus on tasks with high insurance value.

Logos

Achieve scalability with Zelros’ API-first and Low-code platform

Zelros integrates easily into any CRM, self-care portal, or as a stand-alone application

Data and tech leaders count on Zelros to accelerate data strategy and analytics maturity, boost existing tech investments with Zelros agnostic infrastructure approach (without buying new tools), and reach scalability, thanks to our API-first and low-code platform.

Top insurers count on Zelros

Zelros - ISO 27001

ISO/IEC 27001-certified

Zelros is trusted by leading financial service companies who perform regular information security & privacy audits...

responsibleAI

Secured Gen AI

Recognized as Microsoft’s Partner of the Year, Zelros offers a secure infrastructure for running specialized open-source Large Language Models (LLMs). This ensures our clients can leverage AI both safely and responsibly.

Zelros - ISO 27001

ISO/IEC 27001-certified

Zelros is trusted by leading financial service companies who perform regular information security & privacy audits...

responsibleAI

Secured Gen AI

Recognized as Microsoft’s Partner of the Year, Zelros offers a secure infrastructure for running specialized open-source Large Language Models (LLMs). This ensures our clients can leverage AI both safely and responsibly.

Connectors with the leading enterprise systems

Guidewire logo
Saleforce logo
Hazard hub logo
dataiku partner
Microsoft partner
Frame 1666

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