We partnered with a leading insurance company to enhance their customer service integrating a Large Language Model (LLM) into their Salesforce chatbot. This upgrade aimed to provide immediate, 24/7 support for credit card holders inquiring about travel insurance, improving customer satisfaction and reducing support staff workload.
The client, a leading insurance company, wanted to offer immediate, 24/7 support to credit card holders inquiring about the travel insurance benefits associated with their cards. They aimed to improve customer satisfaction and reduce the call volume and waiting times for their support staff. The starting point for our client was a website, a keyword based chatbot and a database with all the credit card documentation available and related T&C.
To design and deploy an AI Agent on the client's portal and hosted on their cloud premises. The AI chatbot could effectively and promptly handle customer queries regarding travel insurance benefits associated to their credit card. The goal was to automatically answer queries in a very conversational way while also providing a customized onboarding experience per user, country and language for credit card holders.
Our solution effectively addressed several key challenges in improving the client's customer support:
Overall, our AI chatbot played a pivotal role in enhancing customer satisfaction by offering immediate, personalized support, and reducing the burden on the client's support staff.