How our AI platform improved the sales efficiency of an insurance company
Domain : Insurance
The sales team of a Leading Insurance Company based in Mauritius struggled with fragmented and inefficient access to critical knowledge. Information about products, policies, and claims was dispersed across multiple systems, making it difficult for sales representatives to respond quickly and accurately during client meetings. This slowed down sales interactions, reduced customer confidence, and ultimately impacted conversion rates.
Challenges
- Sales representatives had to manually search through product brochures, policy documents, and claims guidelines stored across different systems.
- Lack of centralized access meant delays in answering customer queries during client meetings.
- The absence of real-time support often forced sales reps to defer answers, negatively impacting customer trust.
- The company needed a secure, locally hosted solution to ensure compliance with regional data protection regulations.
Solution
The insurance company implemented a customised version of our AI system, deployed on a locally hosted environment to meet strict compliance requirements
Key solution elements included:
Key solution elements included:
- Unified Knowledge Repository: All insurance products, policies, and claims data were ingested into MetaDocs.
- Conversational Chat Interface: Sales teams could instantly query the system in natural language and retrieve precise information during customer visits.
- Human Agent Handoff: Sales staff could seamlessly connect to a human support agent directly from the chat for complex queries, ensuring uninterrupted customer interaction.
Benefits
- Efficiency: 50%+ reduction in time taken to access product and policy details during sales meetings.
- Agility: Sales representatives could confidently respond to client questions on the spot, accelerating the decision-making process.
- Sales Impact: The improved responsiveness directly boosted customer trust and enhanced the likelihood of policy conversion.
