More leads and a higher conversion rate in a multi-channel world

Rasa gives you all the tools to have automated and personal 1:1 conversations with your leads.

Case Study

30% conversion rate for selling insurance policies by deploying a text message-based conversational AI



Situation

Helvetia, a leading Swiss insurance company, wanted to use conversational AI to reduce their customer acquisition costs as human agents are very expensive. Especially, for so-called “low value” policies, the costs of acquiring a new policy can exceed the insurance premium.


Challenges

Cost savings should not come with a poor customer experience. That’s why Helvetia was looking for a better way to handle complex, multi-turn conversations and engage users proactively. In addition, the Swiss insurance industry has very high standards towards data privacy.


Solution

Helvetia successfully implemented the Rasa Platform and the go-live deployment showed a very high conversion rate of 30% who bought a new insurance policy via text message. The production process was structured as follows:


  1. Concept & Design: Identifying the best channel and designing the most efficient conversational flow in a cross-functional team.

  2. Development: Implementation of the Rasa Platform by a system integrator.

  3. Go Live: Rollout of conversational AI on text message over 4 weeks.

Next Steps

Extension to a wider audience. These initiatives have C-Level buy-in and allow Helvetia to sustain a competitive advantage in the future.

A demo of the Rasa integration

Bots and Digital Assistants for your industry

Rasa is built to get the highest conversion rates and works in the enterprise IT landscape

Reach your leads when they have time

Your leads are individuals with their own schedule. Allow them to buy your products anytime they want with a 24/7 up and running conversational agent.

Integrates into your workflow

Rasa seamlessly integrates with your existing systems, like your CRM.

Say goodbye to shallow sales conversations

Sales conversations between humans are rarely only one question and one answer. Rasa's advanced dialogue management based on machine learning allows for smarter conversations.

Your secret sales sauce is yours

AI is the new big differentiator to your competitors. Don't help them get ahead of you by providing them training data in a cloud tool. Instead, deploy Rasa on-prem or in your private cloud and keep your data advantage.

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