Zurich Insurance
Sales workflow automation
Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
- Projected 14,000 hours annual savings
- 300 active Copilot for Sales users
Staff lost hours walking clients through 30-question surveys. Now, 50 custom AI agents process home insurance subscriptions 24/7.
A leading French insurance provider with over 10,000 employees managing diverse portfolios across savings, health, pension, and property coverage.
Employees spent significant time on manual tasks, from escalating helpdesk tickets to walking clients through 30-question home insurance surveys....
“This technology brings us into a new dimension, one that allows us to enhance the client and distributor experience and improve the quality and personalization of our offerings.”
Global insurance and asset management provider for individuals and corporations.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Integrated AI solutions, fostered adoption, and helped scope and deploy Generali's first use cases.
Related implementations across industries and use cases
Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
Finding policies in SharePoint was a manual slog. Custom agents now surface answers instantly, saving 9,000 employee hours per month.
Complex queries forced agents to transfer 27% of calls. AI now surfaces policy details instantly, cutting handovers to just 3%.
Agents spent 9 minutes per call gathering basic data. Now, AI handles intake in 6 minutes, routing eligible leads to human agents.
70k users overwhelmed manual support lines. Context-aware voice agents now resolve inquiries instantly, freeing staff for complex cases.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
A 12-person team spent days manually compiling reports. Now, automated daily dashboards let field agents resolve claim inquiries instantly.
Inboxes overflowed with tracking and sizing queries. An AI now locates orders and asks player height to size gloves instantly.
Specs scattered in PDFs meant fixes took weeks. Now, autonomous agents access unified data to resolve over 25% of cases instantly.
Staff lost hours walking clients through 30-question surveys. Now, 50 custom AI agents process home insurance subscriptions 24/7.
A leading French insurance provider with over 10,000 employees managing diverse portfolios across savings, health, pension, and property coverage.
Employees spent significant time on manual tasks, from escalating helpdesk tickets to walking clients through 30-question home insurance surveys....
“This technology brings us into a new dimension, one that allows us to enhance the client and distributor experience and improve the quality and personalization of our offerings.”
Global insurance and asset management provider for individuals and corporations.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Integrated AI solutions, fostered adoption, and helped scope and deploy Generali's first use cases.
Related implementations across industries and use cases
Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
Finding policies in SharePoint was a manual slog. Custom agents now surface answers instantly, saving 9,000 employee hours per month.
Complex queries forced agents to transfer 27% of calls. AI now surfaces policy details instantly, cutting handovers to just 3%.
Agents spent 9 minutes per call gathering basic data. Now, AI handles intake in 6 minutes, routing eligible leads to human agents.
70k users overwhelmed manual support lines. Context-aware voice agents now resolve inquiries instantly, freeing staff for complex cases.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
A 12-person team spent days manually compiling reports. Now, automated daily dashboards let field agents resolve claim inquiries instantly.
Inboxes overflowed with tracking and sizing queries. An AI now locates orders and asks player height to size gloves instantly.
Specs scattered in PDFs meant fixes took weeks. Now, autonomous agents access unified data to resolve over 25% of cases instantly.