Agent CoPilot on Snowflake for Insurance


What to Expect
 

Join us for a practical, insight-driven walkthrough of Agent Co-Pilot, an AI-powered customer intelligence platform designed for insurance teams. This session will show how agents can leverage real-time insights, AI-driven recommendations, and call analytics to improve service quality, increase revenue, and engage customers more effectively. 

You’ll also learn how the platform is built on Snowflake and Cortex AI, how it fits into existing workflows, and what it takes to operationalize it quickly with minimal lift. 

What You Will Explore and Learn 

  • Customer Intelligence
    How Agent Co-Pilot unifies customer data for a complete 360° view. 
  • AI & ML Capabilities
    Propensity scoring, recommendations, and AI script generation. 
  • Call Analytics
    Real-time insights including transcription, sentiment and adherence. 
  • Conversation Insights
    Extracted entities such as pricing, objections, commitments and next steps. 
  • Operationalizing the Platform
    Deployment steps using Snowflake, Snowpark Python, and Streamlit. 

Who Should Attend 

This 30-minute session is designed for professionals across the insurance value chain looking to elevate customer engagement with AI. It’s ideal for insurance agents and sales teams, customer experience leaders, and data and analytics professionals who want to see how real-time intelligence can boost productivity, improve service quality, and unlock new revenue opportunities. 

We look forward to seeing you there! 

Speaker

Naveenkumar Mohan
Senior Solution Architect, Systech

 

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