With Observe.AI conversation intelligence, the company mitigates compliance risk and tailors coaching for individual agents.
The company is a personal automobile insurance company utilizing technology and data to tackle the archaic insurance industry. Basing rates primarily on how people drive rather than who they are, the company replaces insurance agents with its state-of-the-art app. Its customer service team handles all stages of the customer journey except claims. This includes inquiries about how the product works, app support, selecting coverage options, making policy changes, billing, and renewals.
In 2019, the company experienced tremendous growth. Its core product expanded from 21 to 29 states. It also launched a renters insurance product, which is now available in three states. To support these efforts, its customer service team grew from 20-120 agents, supporting 29k to 102k monthly interactions, respectively.
With rapid growth, product expansion, and state-specific regulations and coverages, they faced several challenges.
The company's original quality assurance process included three tools and Google Sheets, which they used to randomly sample recorded calls based on duration. It had a customer service rep (CSR) to quality analyst ratio of 50 to 1. Using a lengthy, manual process, its quality analysts were only able to evaluate two calls per associate per month. As a result, they only touched a very small sample size of the total interactions (.003% of 102,000 monthly interactions).
Without agent performance data and insights, the training managers had less to work with in identifying areas in need of improvement, topics for training, and what particular agents were in need of targeted training.
Average handle time (AHT) and customer satisfaction are two important contact center performance indicators and are the key to understanding user perception of both the brand and its services. Without CSAT data, the company was unable to prioritize coaching agents, redesigning processes, or innovating its product.
“Before implementing contact center AI just seven months ago, our quality review process was extremely manual. Our CSR-to-Quality-Analyst ratio is about 50 to 1. In an average month, an analyst evaluates two calls per associate. During any given month, our CSRs take hundreds of calls. By only evaluating 2 calls, our QA’s were touching a very small sample of the total interactions.”
Observe.AI’s contact center AI platform empowered the company to transform its quality program for a rapidly growing team and business.
With Observe.AI, the company quality checks 100% of voice calls and maintains that coverage for its quality program, providing them deep insights into every interaction and providing the data to drive change for both individual agents and across the entire organization.
The company can hone in on areas of exposure and better mitigate compliance risk with Observe.AI. By identifying gaps in compliance (most importantly, formal complaints and recorded call disclosure), trainers can ensure they are emphasized during onboarding, improvements can be monitored, and outliers can be coached accordingly.
Beyond compliance, the company has also vastly improved visibility into other key interactions critical to driving efficiency and customer satisfaction. For efficiency, average handle time (AHT) identifies gaps in agent knowledge, confidence, or control or even can uncover an inefficient process. For customer satisfaction, Observe.AI’s best-in-industry sentiment analysis shows them how customers feel about the brand and service and gives data on how to improve its agents, internal processes, and products.
Observe.AI allows the company to look at an agent’s full call product and understand the entire story, identifying where the gaps are for diving deeper and, thus, creating the most impactful coaching program.
“Success for our team means bringing out the best in each agent. We’re able to do that by throwing out the one-size-fits all coaching approach and tailoring conversations on an individual basis. Contact Center AI helps ensure you’re an optimized leader by identifying and addressing the right gaps.”
Observe.AI has helped the company evolve from outdated, inefficient, and, in some cases, ineffective ways of quality-checking calls to adopting a more strategic approach. Moving from random sampling to targeting specific quality gaps for associates, its quality program has transformed from guesswork to data-driven and impact. In turn, they are confident that they are turning every agent into the best possible brand representative.
“Observe.AI lets us filter through thousands of calls, pinpoint pain points, analyze customer feedback, and act with urgency to improve our user experience and strategically plan innovative efforts based around the customer, for the customer. In essence, voice becomes a critical element for our brand’s continued success.”
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