The Matmut Story
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.
Matmut Key Customer Facts
Matmut, a mutual insurance company, delivers insurance to individuals, professionals, companies, and non-profits organizations with a complete range of:
• Property and personal insurance products (car, motorcycle, home, responsibilities, health, welfare, legal protection...)
• Financial services
• Savings
Business Challenges
Following their ambition to provide complete coverage to their clients' challenges:
Matmut is building up more indepth ranges of products and creating new lines of business that imply major transformation and new challenges
How to shift from product-centric approach to a customer-centric approach, to better understand the customers with data
Automation and agility to tailor advisory workflows
Building an efficient process to deliver collaborative and responsive customer experiences (target audience, messaging, timing, channel delivery)
Increase the quality and the frequency of contact with customers
Zelros' Solution
Zelros has developed a personalized solution for Matmut
Working hand-in-hand on the configuration of the recommendation engine to fit advisors' and decision team members' needs while being fully integrated to their tools
Personalizationㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤ
Real-time product recommendations with guidance on messaging, and the right questions to ask, helps advisors effectively provide answers quickly. "Being closer to our customers allows us to be more effective"
Advisor’s skills enhancementㅤㅤㅤㅤ
Zelros allows advisors to focus on subjects that would not have been tackled and develop new business rationale, because of advisors' core business line or because of their level of expertise (novice)
Workflow integrationㅤㅤㅤㅤㅤㅤㅤㅤ
Zelros' direct integration into Matmut's CRM and inhouse tools allowed advisors to benefit from full support, from the first customer touch base to the quote creation, allowing a fluid workflow and advisory experience
Zelros' Results
The POC (Proof of Concept) was deployed for a year in 4 remote teams in France
Here are the results of 3 of the case studies made during the POC: on the advisors, a new line of health insurance, and on the auto risks
Advisors involvement
Beyond the great results of performance with the engine recommendation, Zelros allowed Matmut to actively involve their teams in the construction of the solution which helped the transition and eases the adoption of a new tool, personalized to their needs
Health Insurance
In the context of the creation of this new business line of health insurance, the advisors relied on Zelros' assistance to support new commercial arguments to develop their selling strategies
Auto Risk Insurance
Auto insurances, especially when talking about risks, require more proactive decisions from the advisors to benefit their clients. Zelros's solution supported the advisors' decisionmaking process, to help them ask the right question and fasten processes
