“This tool will help you drive commercial sales… it tells you what to look for, where the gaps exist, what coverages should you be offering.”

Profiles in Risk · Jose Cruz, President at CS9 Consulting - PIR Ep. 868

Play from 8:36
8:36

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What was described

Deployed an AI tool that advises agents on commercial sales opportunities, coverage gaps, and competitor analysis

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“We have a phone answering agent, which basically picks up the phone in both languages… the lady can’t answer the phone on Saturday… think about how many sales opportunities she’s missing.”
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