Zavarovalnica Triglav is one of the leading insurance and financial companies in Slovenia. They offer a wide range of insurance and financial services, such as home, automotive, and company insurance. They wanted to streamline their communication and consolidate their sales leads and inputs across data sources.  

Challenge: 

Zavarovalnica Triglav relied more on manual processes and work for inquiry management. Such scattered communication across various platforms and channels was a problem.  

They were not able to deliver personalized customer service and segment customers based on data received from various sources.  

Solution and Impact: 

They implemented Dynamics 365 Sales, Customer Service, and Customer Insights to get a 360-degree overview of customers.  

They have developed their own chatbot based on Azure AI Service to leverage the power of data to offer highly personalized customer experiences. They have trained the chatbot to draft automatic replies to customer queries.  

They have also used AI for documentation like transcribing and summarizing customer communications. They have reduced the manual work significantly and can serve their customers based on data-driven personalization.  

To know more about Zavarovalnica Triglav’s digital transformation journey, download this comprehensive eBook.