Navis AdvisoryForward-Deployed Engineering · Insurance / Life
Generative AI in direct sales: best-practice research for a European insurer
The challenge
COO of European life insurance company with >€350B in revenue sought to enhance direct sales operations by exploring digitalization and Generative AI – specifically within the U.S. market.
The solution
- Conducted >10 expert interviews to examine how U.S. companies use digital platforms throughout the sales cycle, the features and functionalities provided, and key technologies employed
- Led a team of 2 analysts to identify specific use cases for AI technologies, how AI algorithms are applied, and AI-driven tools and capabilities adopted by leading firms
The impact
- Client COO shared insights with the board of directors, stating they are of 'great value to us'
In their words
Ben has consistently delivered outstanding results on every project, earning the trust and admiration of our clients. His professionalism, expertise, and dedication have exceeded expectations, making him an invaluable partner in every collaboration!