Digital transformation of customer interactions with AI assistants

Helvetia uses AI assistants to transform customer experience in sales, marketing and customer service

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The Challenge

The insurance industry is changing rapidly as new insurtech players enter the market. Customers tend to spend less time on traditional channels; they want to interact with companies on familiar apps like Facebook Messenger.

Established insurance players, like Helvetia, must be more customer-centric, for example when selling insurance policies or handling claims processes.

The Challenge

Helvetia used AI-powered assistants to engage with new channels like Facebook Messenger and SMS, leapfrogging their competitors. Helvetia created a tight-knit product team and used a lean approach to validate their hypotheses with use cases in sales, marketing and customers service.

Helvetia chose Rasa’s machine learning based dialogue management to achieve the best quality automated conversations for their customers. Rasa’s on-prem deployment protects customer data. Helvetia also benefits from the ability to keep strategic important training data and AI models in-house.

The Results

Helvetia achieved excellent results. The AI assistant’s conversion rate in selling insurance policies was more than 30%, with increased customer satisfaction and decreased costs. Moreover, Helvetia reached full end-to-end automation for the bicycle insurance claims process. Now the company decided to invest significantly in a product team that builds over 20 use cases in-house with Rasa's leading AI assistant toolset.

Florian Nägele, Head Omnichannel & Touchpoint Management at Helvetia

AI assistants are one building block of how we will interact with our customers in the future. The early results with Rasa's AI technology have been fantastic and that's why we made a significant investment and decided to build a team dedicated to conversational AI.

Florian Nägele, Head Omnichannel & Touchpoint Management at Helvetia

Industry: Insurance

Location: St. Gallen, Switzerland

Employees: 6,500

Revenue: $8.95 billion

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