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Optimization of the sales process through automated customer identification and approach |
Challenge / opportunity:
The insurance industry has an outdated approach process that requires manual and recurring research work to identify new leads and prepare the approach. (Gen)AI offers the opportunity to automate this process and thus save time and resources.
Solution
(Gen)AI enables the automated recognition of new contacts via web crawling and the automated comparison of the service portfolio with customer needs. In addition, (Gen)AI supports the creation of automated and individualized approaches, including the briefing of the sales team.
Experience
The use of (Gen)AI led to an almost complete reduction in manual research work and enabled a customized sales briefing. This resulted in immediate sales success through accelerated processes and precise communication during the first customer contact.