Zelros
AI copilot for insurance agents and advisors
Performance Scores
About This Tool
Zelros embeds AI into the workflows of insurance agents and financial advisors to surface personalized product recommendations, detect life-event triggers, and guide cross-sell and upsell conversations. The platform connects to CRM, policy management, and communication systems to give agents real-time contextual recommendations during calls, emails, or in-branch meetings. Used by carriers like MAIF and CNP Assurances, Zelros helps insurers increase premium revenue per customer while reducing the workload on human advisors.
Use Cases
- ✓Surface the right insurance product for each customer in real time
- ✓Detect life events that trigger new coverage needs
- ✓Guide agents through cross-sell conversations automatically
Our Review
Zelros provides an AI recommendation engine that helps insurance agents and financial advisors suggest the right product at the right moment across every customer interaction.
Pricing
Pros
- Measurable uplift in cross-sell revenue
- Works within existing agent workflows
- Used by major European carriers
Cons
- Focused on distribution not claims or underwriting
- European market heavy
Key Features
Replaces These Legacy Tools
Best For
Insurance carriers wanting to increase agent productivity and cross-sell rates
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