One customer, multiple policies, 60+ systems—consistency was out of reach. AI now keeps context intact across voice, WhatsApp, and chat.
An insurance group covering health, life, auto, and pension businesses, where a single customer may hold policies across multiple entities and customer journeys varied significantly by business line.
Delivering a consistent experience was nearly impossible when employees had to navigate more than 60 separate systems and interactions were siloed by...
“Given the context of multiple companies within a group, it was essential to seek a solution that could orchestrate everything we had in mind for the best service to our policyholders and our brokers.”
Insurance, private pension, and capitalization bond provider in Brazil.
AI-powered customer experience orchestration platform for contact centers.
Bradesco Seguros's Customer service is part of this use case:
Related implementations across industries and use cases
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents left live calls to hunt answers; quality teams sampled a fraction. AI now monitors every call and guides consultants in real time.
A team of 200 reps couldn't keep pace with 350K monthly WhatsApp inquiries. Now, AI agents instantly resolve routine loan updates.
Rigid menus misrouted queries and overloaded advisors. Now, AI handles routine tasks and routes complex issues to humans with full context.
Fragmented systems buried adjusters in routine admin. Now, a 24/7 AI captures data and routes cases, freeing humans for complex claims.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Data siloed across five products, no shared identity. A unified ID and AI trained on slang now complete cancellations inside the chat.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
One customer, multiple policies, 60+ systems—consistency was out of reach. AI now keeps context intact across voice, WhatsApp, and chat.
An insurance group covering health, life, auto, and pension businesses, where a single customer may hold policies across multiple entities and customer journeys varied significantly by business line.
Delivering a consistent experience was nearly impossible when employees had to navigate more than 60 separate systems and interactions were siloed by...
“Given the context of multiple companies within a group, it was essential to seek a solution that could orchestrate everything we had in mind for the best service to our policyholders and our brokers.”
Insurance, private pension, and capitalization bond provider in Brazil.
AI-powered customer experience orchestration platform for contact centers.
Bradesco Seguros's Customer service is part of this use case:
Related implementations across industries and use cases
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents left live calls to hunt answers; quality teams sampled a fraction. AI now monitors every call and guides consultants in real time.
A team of 200 reps couldn't keep pace with 350K monthly WhatsApp inquiries. Now, AI agents instantly resolve routine loan updates.
Rigid menus misrouted queries and overloaded advisors. Now, AI handles routine tasks and routes complex issues to humans with full context.
Fragmented systems buried adjusters in routine admin. Now, a 24/7 AI captures data and routes cases, freeing humans for complex claims.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Data siloed across five products, no shared identity. A unified ID and AI trained on slang now complete cancellations inside the chat.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.