Cut Costs, Not Quality with Cresta AI Agent – Read the post

  • Products
    Back
    PLATFORM
    AI Platform
    Cresta is the enterprise-grade Gen AI platform built for the contact center and trained on your data.
    • Cresta Opera
    • Integrations
    • Responsible AI
    PRODUCTS
    AI Agent
    Cut costs, not quality, with human-centric AI agents you can trust
    Agent Assist
    Harness real-time generative AI to empower agents with unmatched precision and impactful guidance.
    • Knowledge Assist
    • Auto-Summarization
    Conversation
    Intelligence
    Discover and reinforce the true drivers of contact center performance.
    • Cresta Insights
    • Cresta Coach
    • Cresta Quality Management
    • Cresta AI Analyst
  • Solutions
    Back
    USE CASES
    Sales
    Discover and reinforce behaviors that accelerate revenue growth
    Customer Care
    Deliver brand-defining CX at a lower cost per contact
    Retention
    Transform churn risks into
 lifelong promoters
    Collections
    Accelerate collections while minimizing compliance risk
    INDUSTRIES
    Airlines
    Automotive
    Finance
    Insurance
    Retail
    Telecommunications
    Travel & Hospitality

    Why Transcription Performance Is Holding Back Your AI Strategy

    LEARN MORE
  • Customers
    Back
    Customer Stories
    Learn how Cresta is delivering lasting value for our customers.
    • CarMax
    • Oportun
    • Brinks Home
    • Snap Finance
    • Vivint
    • Cox Communications
    • Holiday Inn
    • A Top Telecom
    • View all case studies

    Our Own Zero to One: Lessons Learned in Building The Brinks Home AI Agent

    LEARN MORE
  • Resources
    Back
    Resources Library
    • Webinars
    • Ebooks
    • Reports
    • Solution Briefs
    • Data Sheets
    • Videos
    • Infographics
    • Media Coverage
    • Press Releases
    Blog
    Industry News
    Help Center
    Solution Bundles

    AI Maturity Blueprint: A Practical Guide to Scaling AI Adoption in the Contact Center

    LEARN MORE
  • Company
    Back
    About Cresta
    Careers
    Trust
    Customers
    Partners

    We’re Going Global! Cresta Expands to APAC and EMEA

    READ THE POST
Request a demo
Request a demo
  • Cresta Blog
  • Customer Stories
  • Employee Engagement
  • Revenue Growth

Case Study: Fortune 500 Company Drove 7% Increase in Revenue

Headquartered in the US, this Fortune 500 insurance and financial services company has been supporting individuals, businesses, and groups with financial and insurance services for nearly 120 years. The company provides a variety of financial services, including Medicare Supplement, life insurance, long-term care coverage and annuities, as well as group coverage including life, disability, and 401(k).

With open enrollment – and peak volume for customer service calls – approaching, the company was seeking a solution to streamline their operations. They needed a solution that would not only help to onboard an influx of seasonal reps quickly and efficiently, but that would also enable more effective and scalable coaching. 

After careful consideration, the insurer elected to move forward with a pilot of Cresta, and instantly found value in its rich insights and capabilities for real-time coaching. Supported throughout the process by Cresta’s Customer Success team, the company deployed Agent Assist, Director, and Cresta Insights. 

We recently had the opportunity to talk with a lead supervisor and the head of sales, to better understand how their team is using Cresta to ramp up new team members, improve their sales, and put data to work. In our latest customer story, they both describe how leveraging the full power of Cresta’s platform helps their team increase revenue, improve the customer experience, and work more cohesively as a team. 

With Cresta’s robust capabilities in place, the team immediately started seeing results. Team members – both new and veteran – are coached with in-the-moment alerts about areas of opportunity on calls, delivering a more personalized and accurate customer experience on every single call.

7% increase in revenue via direct mail

“One of my agents has dramatically increased their revenue results from Q3 to Q4. Cresta has really helped me with identifying value statements at the start of the conversation – helping to show agents how consistent they are.” – Lead Supervisor  

Meanwhile, supervisors have unprecedented visibility into the performance and growth of their agents, powered by Cresta’s real-time data. 

“Cresta is really giving us a window into how we can improve as a sales organization, and is significantly driving our time to sales” – Head of Sales

To learn more about how this Fortune 500 insurer saw the results they did in just the first nine months, check out our latest case study here. 

Author:

Nicky Budd-Thanos

January 2, 2023

4 Sales Behaviors Proven to Increase Revenue and Drive Conversions

READ MORE

How Cox and Cresta partner to increase revenue

READ MORE

4 Trends Shaping Contact Centers in the Insurance Industry

READ MORE

100 South Murphy Ave Ste 300
Sunnyvale, California 94086

Karl-Liebknecht-Str. 29A
10178 Berlin, Germany

100 King Street West
1 First Canadian Place, Suite 6200
Toronto ON M5X 1E8

Info
  • AI Platform
  • Customers
  • Resources
  • Partners
  • Trust
  • About
  • Careers
  • Blog
  • Support
  • Contact Us
Follow us
  • LinkedIn
  • YouTube
  • Twitter

Newsletter

Subscribe for the latest news & updates

© 2025 Cresta

  • Terms of Service
  • Privacy Policy
  • Employee Privacy Notice
  • Privacy Settings