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Artificial Intelligence for insurance agents
What you'll find in this ebook
The relationship between insurers and customers has changed radically: users are more digital, more demanding and expect fast, personalized and frictionless attention. However, many agents continue to operate with disconnected systems, manual tasks and a lack of visibility that directly impacts productivity and customer experience.
That's why we created this practical and actionable guide designed for insurers that use Salesforce and want to take the next step: integrating AI to maximize the performance of their teams and improve service from start to finish.
In this guide, you will discover how to transform your daily operations with artificial intelligence without changing systems, without complex integrations and with visible results from the first month. Some of the issues we cover:
- Why is 60% of an agent's time wasted on administrative tasks?
- How to digitize all channels and record everything effortlessly
- What metrics you can automate (and what decisions you can make with them)
- Real cases: +22% in sales, +78% in captured data and 800% ROI
- What it takes to apply AI without changing your CRM
Who is this guide for?
🧩 Digital transformation managers
They'll discover how to apply real AI to their current CRM, without complex integrations or learning curves.
📊 Sales and customer service managers
They will see how to gain full visibility of the pipeline and the service, without relying on manual input from the team.
💬 Sales and service teams
They will understand how to reduce repetitive tasks and focus on what really provides value: advising the customer.
