Gen AI for financial services: building trust, one interaction at a time

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“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

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Why is it important to perform quality assurance in the insurance industry?

QA analysis provides insights into multiple contact center metrics that can provide a range of benefits, including improved agent performance, consistent customer experiences, compliance adherence, faster claim resolution, and enhanced customer satisfaction.

Can Level AI identify areas for improvement in agent performance?

Yes, Level AI has a dedicated coaching module that can pinpoint strengths and areas for development in agent interactions. It provides insights into agent-customer interactions, adherence to scripts, resolution efficiency, and more.

Can I track customer interactions and claims through the Insurance QA software?

Level AI is an insurance call center software that provides tools to track and manage customer interactions, claims, policy details, and customer histories, ensuring a comprehensive view of each customer's journey.

How does insurance compliance software such as Level AI assist in compliance with regulations?

Level AI ensures Insurance compliance by analyzing interactions for adherence to legal and industry regulations and flags if there are any non-compliance behaviours. This helps in identifying any deviations or potential insurance regulatory compliance issues.

Can Level AI track customer sentiment and feedback?

Level AI introduces Generative AI in Insurance call center to gauge customer sentiment by analyzing the intent of customers using its state-of-the-art NLU technology. This helps in understanding customer experiences and improving service quality.

Can Level AI integrate with other systems used in insurance call centers?

Yes, Level AI is designed to integrate with customer relationship management (CRM) systems, call recording software, and other CCaaS tools used in insurance contact centers.

How does the software assist in agent performance improvement?

Level AI's coaching module provides real-time monitoring, call recording, quality assessments, and performance analytics, enabling targeted coaching and training for agents. Moreover, flag conversations for in-depth analysis to discover uncovered insights.

How can conversational AI for insurance help improve overall customer experiences?

Conversational AI in Insurance provides insights into agent performance, compliance, and customer interactions to help deliver consistent, efficient, and high-quality customer experiences.