“We use our data… renewal dates and policies… and then most of our outreach is cold call… we’re doing about 300 to 400 matches a month”
♫
Said on Profiles in Risk
“AI agent… would send a message… over the last 90 days… X amount of emails… recommend that XYZ person talks to them… slash this price…”
Ashley Gross · Punk CX: Customer Experience Insights with Adrian Swinscoe · Measuring what matters in enterprise AI - Interview with Ashley Gross of The Alliance
Play from 21:29
21:29
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Built an AI agent that pulls sales and customer-success data, flags accounts 60 days before renewal, summarizes activity, and suggests price adjustments and owner for renewal outreach
Said nearby on the same subject
“AI agents can do some of the things that cannot be done via regular technology… license renewing you have to actually go into the state website.”
♫
Said on Profiles in Risk
“Cyber liability carriers ... will start putting AI governance questions right into the renewal paperwork. The same way MFA and backup showed up there a few years back.”
♫
Said on Public Risk Management
“IT cannot own the outcome and cannot own the processes... micro-composite of groups... AI champions within marketing, sales, customer success”
AG
Ashley Gross
Punk CX: Customer Experience Insights with Adrian Swinscoe ·
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