Maple AI Consultants

AI consulting case studies by Joel & Nanz Inc.

Insurance • 18 Agents

Case Study 1: Insurance Brokerage

Marketing-optimized case study for Canadian SMBs.

$82,000
Annual Savings
440%
ROI
2.7 months
Payback
Insurance • 18 Agents
Industry Focus

Executive Summary

AI Chatbot Implementation: Multi-channel customer service bot integrated with Salesforce CRM and policy management system. Handles quote requests, policy renewals, basic claims intake, and FAQs via website, SMS, and Facebook Messenger.

Challenge

Solution

  • AI Chatbot Implementation: Multi-channel customer service bot integrated with Salesforce CRM and policy management system. Handles quote requests, policy renewals, basic claims intake, and FAQs via website, SMS, and Facebook Messenger.
  • Document Processing: OCR and NLP for automated claims document extraction and categorization. Reduces manual data entry from 30 minutes to 2 minutes per claim.
  • Policy Renewal Automation: Triggered email sequences with personalized renewal offers based on client history and risk profile changes.

Technical Stack

Key Metrics

4
Response time improved from 4 hours to instant (24/7)
22%
Quote conversion rate increased 22%
3
Administrative staff reduced from 3 FTE to 1.5 FTE ($52k savings)
7.2
Customer satisfaction score improved from 7.2 to 8.6

Implementation Timeline

Week 1-2

Requirements gathering, CRM audit

Week 3-5

Bot development and integration

Week 6

Testing and training

Week 7

Production deployment

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