Agent Education Case Study

From Traditional to Transformative:

Revolutionizing Agent Education with the Power of AI

↓ 60%

Reduction in Labor Costs

↓ 45%

Reduction in Onboarding Time

↓ 34%

Reduction in Attrition

In today’s education and workforce training landscape, the need for efficient and effective onboarding processes has become increasingly paramount. Traditional methods often fail to provide the necessary support and resources for new agents to thrive in their roles, leading to prolonged onboarding timelines, increased attrition rates, and inefficiencies in resource utilization.

The Working Solutions Education team leveraged cutting-edge AI technology to streamline onboarding, enhance learning experiences, and ultimately drive success for agents and the organization. Take a look at the transformative impact of Working Solutions’ implementation of AI-powered agent education:

Mature educated man takes notes while being educated remotely via laptop in an home office environment

Coverage, Pricing, and Deductible Changes

With ever-evolving coverage options, we ensure your policyholders stay updated.  

Our team manages changes in coverage, pricing, and deductibles, guaranteeing your customers are always well-informed.

Premium Increase Management

When premium increases raise concerns, our knowledgeable agents step in. We assist callers with enrollee changes, address updates, coverage adjustments, and billing alterations.

Our agents excel at implementing upselling and cross-selling strategies to retain customers even in the face of premium hikes.

The Problem

The traditional approach to technical onboarding for PROs joining our travel program was labor-intensive and time-consuming, often leading to increased attrition rates. Manual grading, lengthy tech setup sessions, and the need for more hands-on practice in real-world scenarios posed significant challenges to the efficiency and effectiveness of the onboarding process.

Detailed shot of an internet router with a laptop in the background

The Solution

The Education team introduced an AI-powered education tool to revolutionize onboarding. The tool provided a comprehensive solution that offered simulations, practice exercises, and instant feedback to PROs. By integrating AI into the onboarding process, PROs could seamlessly transition from education to technical setup without needing separate sessions. The tool enabled hands-on practice in a safe environment, reducing the time and effort required for grading and tech set-ups.

Enthusiastic PRO in training takes notes via laptop as she learns the ins and outs via our training modules
“The AI tool has transformed our technical onboarding process for PROs joining our travel client program. It offers simulations, practice exercises, and instant feedback, creating a safe and secure environment for our PROs to gain much-needed practice. It’s like having a personal coach to provide practice and immediate feedback, significantly boosting their confidence and performance.”
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Working Solutions

The Impact

The implementation of AI yielded significant improvements across various metrics:
 

Reduction in Labor Cost

The tool streamlined the technical onboarding process, reducing labor costs by 60%. Manual grading and lengthy tech set-up sessions became obsolete, allowing the team to allocate resources more efficiently.

Shortened Onboarding Timeline

By reducing the onboarding timeline by 45%, the AI tool enabled PROs to begin their learning journey sooner. This accelerated onboarding process saved time and increased productivity and efficiency.

Decreased Attrition

The tool contributed to a remarkable 34% reduction in attrition rates. PROs felt more supported and confident in their roles, leading to higher retention rates and ultimately saving recruitment costs.

Enhanced Performance and Confidence

PROs experienced a significant increase in confidence and performance. The hands-on practice and instant feedback provided by the tool helped PROs easily navigate real-world scenarios, resulting in higher-quality customer interactions.

Cost Savings and Improved Client Satisfaction

The tool enabled cost savings by reducing the required licenses and streamlining tech setups. Clients appreciated the smooth transition to live systems, marked quality improvement, and enhanced confidence displayed by PROs during interactions.

Integrating an AI-powered tool into onboarding optimized operational efficiency and profoundly impacted PRO performance, client satisfaction, and cost savings. The Education team’s innovative approach underscores the transformative power of AI in modernizing traditional onboarding processes within the education sector. As AI continues to evolve and expand across programs, further improvements and benefits are expected to emerge, driving continued success in education and training initiatives.

Ready to revolutionize your onboarding process?

Contact us today to discover how AI-powered education tools can transform your training initiatives and drive success for your organization!