
AI-powered Banking & Insurance Personalization
Personalization enables banking and insurance companies to perform like digital-native industry leaders. Being able to define, personalize, and deploy AI-powered offers and bundles across their enterprise creates the ability to provide a more streamlined customer journey that improves the bottom line.
Zelros by Earnix: Personalized Customer Experiences at Scale
The Power of Dynamic AI enables businesses to enhance customer interactions and streamline workflows through predictive insights, generative content, and agentic automation, resulting in remarkable operational efficiency. By delivering AI-powered product recommendations and real-time pricing, companies can create personalized customer experiences at scale, making each interaction feel relevant and timely. Furthermore, a unified AI-powered platform connects pricing, rating, underwriting, and product recommendations, empowering organizations to make faster, smarter decisions across the entire customer and policy lifecycle.

Faster tailored offerings for increased profitability
The ability to deploy new insurance product personalization configurations faster can lead to an increase in cross-selling, upselling and overall total sales. Additionally, you can improve customer engagement and loyalty, and overcome the challenge of low agent promotion of add-ons, as you deliver the most appropriate insurance package to customers.
Non-traditional approaches. Exceptional results.
Personalize customer experiences and become a value-adding organization in real-time by avoiding current misalignments. For example, stop sending customers with a high balance a generic message for a loan and start providing a tailored offer like a 24/7 road toll assistance add-on for heavy night drivers.
Create better offers with better market insights
Monitor real-time market performance and adapt pricing and product strategies accordingly to protect profitability and dynamically align to changing end customer demands.
Serve customers and your bottom line faster
Generate data-driven, tailored products and offers in milliseconds that account for increasingly complex lifestyle, behavioral, and risk factors while aligning to internal revenue goals and KPIs.
Be proactive when it comes to boosting revenue
Quickly identify and act on revenue opportunities in real-time and unlock previously unrealized market potential.
Increasing add-on sales and premiums with a single solution
A leading European insurer increased the number of add-ons sold per policy by 80% while increasing the add-on premium per policy by 66% with Earnix’s Insurance Personalization offering.

