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Zelros, the end-to-end insurance & banking solution
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Zelros, the end-to-end insurance & banking solution
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Zelros Studio
A no-code solution enabling business teams to quickly configure, customize, and deploy AI-driven solutions tailored for insurance agents and banking advisors
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AI Experts
Whether integrated into existing systems or operating autonomously, the AI-powered experts help insurance and banking professionals deliver personalized recommendations, streamline workflows, and enhance customer interactions in real-time.
Zelros Studio
A no-code solution enabling business teams to quickly configure, customize, and deploy AI-driven solutions tailored for insurance agents and banking advisors
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AI Experts
Whether integrated into existing systems or operating autonomously, the AI-powered experts help insurance and banking professionals deliver personalized recommendations, streamline workflows, and enhance customer interactions in real-time.
Operating autonomously :
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Integrated into existing systems :
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Skip the hassle of setting up, and get started in no time with the studio
Ready-to-use LLM Agents | Prepackage insurance and bank content | Trusted and complementary external data partner
Centralized Document Hub | Customizable Recommendations Builder
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AI Agents :
- Insurance and Banking specialized prompt (Magic Answer, Automation workflows, Magic Questions. etc.)
- Tools (insurance comparator, interview summaries, etc.)
- Automation workflows for compliance check
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Prepackaged content
Strenghthen employees’ pitch, launch promotions for new products, adopt new risk assessment rules, and update marketing and digital campaigns systematically with:
resources/facts/contents on insurance and banking products (life, health, P&C, savings...)
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Marketplace
Enhance your client data with seamless API integration
Leverage smarter, faster risk assessments (e.g., risk detection, coverage gaps)
…Proactive recommendations enriched with external data (geolocation, real estate, weather, location risks).
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Document base
Upload and modify your structured and unstructured data (product catalog, documents…) to get contextualized answers to your clients’ and/or collaborators’ requests!
Zelros transcribes even more complex documents to ensure the quality of the answers provided
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Customize a recommendation
- Create your recommendations easily, with no IT integrations needed
- Maximize your productivity and boost your creativity by leveraging the integrated Generative AI in the creation process!
The 4-in-1 AI capabilities, configurable through the Studio
Zelros enables agents and advisors to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows.
✅ Zero-party data and KYC
✅ Risk Assessment
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Beyond business rules recommendations created in the no-code Studio, Zelros offers hundreds of recommendations certified by our experts that will be selected to match the clients' profiles.
✅ Enhance agents & advisors recommendations
✅ Ensuring compliance with insurance &
banking advisory duties
✅ Support product launches, risks assessment
and marketing updates
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Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, the answers are generated using several sources to ensure accuracy and relevance.
✅ Contextualized responses to clients' and/or
employees' requests
✅ High-quality, accurate responses without
hallucinations, with easily accessible sources
✅ Continuous improvement through feedback loops
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With API integration, automate routine tasks & optimize processes, ensuring compliance with regulatory requirements.
This comprehensive approach transforms the daily workflows of the advisors, helping them focus on building relationships and driving customer satisfaction rather than managing mundane tasks.
✅ Customer satisfaction
✅ Operational efficiency
✅ Fraud prevention
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The 4-in-1 AI capabilities, configurable through the Studio
Zelros enables agents and advisors to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows.
✅ Zero-party data and KYC
✅ Risk Assessment
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Beyond business rules recommendations created in the no-code Studio, Zelros offers hundreds of recommendations certified by our experts that will be selected to match the clients' profiles.
✅ Enhance agents & advisors recommendations
✅ Ensuring compliance with insurance &
banking advisory duties
✅ Support product launches, risks assessment
and marketing updates
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Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, the answers are generated using several sources to ensure accuracy and relevance.
✅ Contextualized responses to clients' and/or
employees' requests
✅ High-quality, accurate responses without
hallucinations, with easily accessible sources
✅ Continuous improvement through feedback loops
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With API integration, automate routine tasks & optimize processes, ensuring compliance with regulatory requirements.
This comprehensive approach transforms the daily workflows of the advisors, helping them focus on building relationships and driving customer satisfaction rather than managing mundane tasks.
✅ Customer satisfaction
✅ Operational efficiency
✅ Fraud prevention
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Top insurers count on Zelros
Connectors with the leading entreprise systems
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