AXA and The Insurance Copilot ™
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Prevention & protection at AXA
AXA agents leverage Zelros to provide their clients with personalized advice, helping them make informed decisions about their insurance needs.
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+55%
Conversion ratio
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+30%
cross-sell
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x3
agent on-boarding time
AXA was born out of a small mutual insurer from Normandy that turned into a world leader for insurance.
AXA’s mission has always been about protection. It covers a broad range of products and services designed for individual and business clients
- Personal property (cars, homes)
- Personal liability (personal or professional)
- Life insurance (savings and retirement products)
- Health insurance
- Asset management
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Hire, train, and develop agents with expertise
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AXA’s goal is to streamline customer touchpoints, making interactions simple, consistent, and personalized at every channel
Over 6,000 users of AXA have utilized Zelros to streamline their outbound communications directly within Salesforce.
Zelros optimizes the efficiency of outbound call campaigns by ensuring consistent communication across outgoing calls and agent appointments, thereby streamlining processes and enhancing client interaction.
- Utilize AI to prioritize tasks.
- Use AI to tailor recommendations according to client needs.
- Implement a feedback loop for ongoing improvement of recommendations.
- Assisting agents with dynamic, next-best questions to capture essential client information or to initiate a discovery process for client needs.