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Industry
Insurance Consulting and Financial Services
Project Overview
An intelligent AI agent for insurando.ch for automated insurance consulting with structured needs assessment and lead generation.
Client
insurando.ch - Swiss Insurance Consulting
Technology
AI-powered Website Chat with Insurance Expertise
Timeline
1 Month Development and Integration
Initial Situation
insurando.ch was looking for a solution to competently advise customers outside business hours while generating qualified leads. The challenge was to automatically answer complex insurance questions while systematically guiding potential customers through the consulting process. Existing chat systems could not cover the specific requirements of the Swiss insurance landscape and often led to incomplete consulting conversations without usable leads for the consulting team.
Solution
Conception of an intelligent consulting agent that guides customers through a structured insurance dialogue while both informing and generating qualified leads. The agent serves as the first point of contact for insurance questions and specifically identifies consulting needs. Core functions include automated initial consulting on basic and supplementary insurance, systematic needs analysis through targeted questions, appointment coordination for detailed consultations, and structured preparation of all customer information for the downstream consulting team.
Implementation
The technical realization was carried out in several development phases: Training the AI model with specific Swiss insurance data, configuring the chat interface with seamless website integration, and developing a lead management system. The deployment process included comprehensive testing of insurance logic, optimization of conversation management through iterative improvements, and setting up monitoring tools for continuous quality assurance. The system was implemented completely GDPR-compliant.
Result
Through the AI agent, insurando.ch was able to extend customer availability to 24/7 and significantly increase the conversion rate from website visitors to consulting appointments. Customers now receive competent answers to their insurance questions outside business hours as well. The consulting team benefits from more pre-qualified leads with detailed information about customer needs.
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