The dynamic digital transformation is redefining how the insurance industry serves its customers. In a world where decisions are made online, clients expect both speed and simplicity, as well as top-level advice available on demand. Insurers face the challenge of combining automation with a personal approach to provide customized support during critical moments.
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Personalization in Every Interaction
A client’s journey through the insurance process—from selecting a policy, through decision support, to claims handling—must be smooth and intuitive. The Ailleron Engagement Platform supports every stage of this journey, combining advanced automation with solutions that enable agents to provide personalized advice whenever it’s needed.
The automation of daily processes relieves advisors and agents, allowing simple requests to be handled by AI tools such as the AI Assistant. For more complex cases, advanced agent-supporting solutions come into play: AI Helper provides critical information in real time, while AI DOC accelerates document analysis and reduces errors.
As a result, clients benefit from quick service for standard cases and access to expert support at key moments. This harmonious blend of technology and human interaction ensures the highest service standards are maintained.
Agents as Advisors of the Future
The transformation of an agent’s role shifts their focus from administrative tasks to building trust and relationships. Digital tools enable agents to focus on supporting clients during the most important moments of their insurance journey.
Imagine a client searching for an investment insurance policy. Using the platform, they can quickly compare offers, tailor the product to their needs, and connect with an agent via chat or video if they have questions. AI tools assist the agent by providing real-time summaries and recommendations, allowing them to focus on advising rather than processing data.
Agents become not just executors but guides, supporting clients from policy selection to ongoing service.
The Agency Channel: Efficiency and Support
The Ailleron Engagement Platform optimizes key processes in the agency channel by centralizing the management of product data and documentation. Agents gain instant access to up-to-date information and tools that enable offer personalization, significantly improving sales effectiveness.
Key Processes:
- Agent Onboarding: Automating the entire process—from collaboration application, through onboarding, to training—ensures a fast start and comprehensive support.
- Agent and Client Support: AI tools like AI Assistant and AI DOC analyze documents, generate summaries, and provide instant responses, enhancing service efficiency.
Thanks to advanced technologies, agents can focus on building relationships with clients, which translates into higher service quality and improved sales results for insurers offering the best support.
Digitalization Outcomes: Proven Success
The Ailleron Engagement Platform (known in the banking sector as LiveBank) has proven its effectiveness, reducing response times by 20% and operational errors by 25%. These results have translated into a 15% increase in financial institutions’ revenue. Now, these same technologies are being implemented in the insurance sector, where they can automate key processes, enhance customer trust, and support agencies in achieving better results.
Comprehensive Support for Sales Networks
The Ailleron Engagement Platform supports sales and service processes for advanced insurance products such as:
- Life and Investment Insurance: AI tools enable the customization of offers to client needs, supporting employees with a robust knowledge base.
- Retirement Insurance: The platform assists in presenting complex offers and financial simulations, helping clients understand long-term benefits and quickly compare available options.
- Group and Business Insurance: Automation of claims handling and the management of large contracts increases operational efficiency, document exchange, and persistent communication.
The platform enables efficient management of both distributed and centrally located teams, supporting synchronous and asynchronous activities to ensure full process control regardless of location.
The Future of Customer Service in Insurance
Digital transformation does not replace human contact—it enhances it, enabling agents to focus on what matters most: relationships with clients and support in making critical decisions.
Platforms like the Ailleron Engagement Platform combine automation where it’s necessary with a “human touch” in moments that require it. The client remains at the center, and technology becomes a tool for delivering better, more personalized experiences.
