Xodus Chooses Amazon Connect Customer to Deliver Omnichannel Travel Insurance Support

Xodus chose Amazon Connect Customer to launch six channels for its travel insurance customers, with every call and chat analyzed for compliance.

Sep 30, 2024 Credit Unions & Financial Services AI & Innovation Empower Agents
Xodus Chooses Amazon Connect Customer to Deliver Omnichannel Travel Insurance Support

The Challenge

Xodus was growing quickly and needed a contact centre that could grow with it. Agents had to be taking calls and connected to the CRM fast, without locking into a system that would limit new channels later. Travel insurance is regulated, so Xodus also needed a reliable way to monitor interactions for compliance.

Launch fast, built to grow

Agents needed to be live and connected to the CRM quickly.

Regulatory oversight

Manual audits cover only a small sample of calls, leaving gaps in quality and compliance.

Room to grow

Demand was growing, and new channels had to be added without re-platforming.

Our Approach

Delivered in two phases, so agents went live first and new channels followed without re-platforming.

Plan

  • Requirements and channel plan
  • Channel roadmap
  • Phased plan approved

Phase 1

  • Voice, web chat and web calling
  • WhatsApp messaging
  • Live January 2024

Phase 2

  • Apple Messages for Business
  • Bedrock chatbot and Zoho CRM
  • Live Q3 2024

Support

  • Contact Lens evaluations
  • Custom reporting dashboards
  • Ongoing improvements

The Solution

Xodus chose Amazon Connect Customer for an omnichannel contact centre. Serve7 built it, then added AI and CRM integration in a second phase.

  1. 1 Omnichannel from day one Inbound and outbound voice, web chat, web calling and WhatsApp went live in the first week of January 2024.
  2. 2 Every interaction analyzed Contact Lens provides speech and chat analytics, automated categorization and agent evaluations.
  3. 3 Generative AI chatbot A chatbot built on Amazon Bedrock handles routine questions.
  4. 4 CRM in context Zoho CRM integration shows agents customer records alongside each interaction.

Results

Xodus launched a live voice and digital operation in a matter of weeks, then added channels without re-platforming.

100% Calls and chats analyzed by Contact Lens
6 Channels live
24/7 Self-service enabled
Q3 2024 AI chatbot and CRM added

Client Perspective

"We can get you live tomorrow with this solution, and it still lays the foundation to get where you want to go in further iterations." Serve7's team not only understood what we were trying to deliver, but they could also map and build a solution that fit our vision.

Jason Nagy VP of Customer Experience, Xodus

About the Customer

Xodus Travel Services Inc. distributes travel insurance and processes claims for insurers, brokers and financial institutions. The team brings more than 40 years of industry experience and focuses on fast claims handling and technology integration for its partners.

AWS services used

  • Amazon Connect (voice, chat, outbound)
  • Amazon Connect Contact Lens
  • Amazon Bedrock
  • Amazon Lex
  • AWS Lambda

Planning a similar project?

Tell us where your contact centre is today and we will map the path from there.

Contact us

Talk to the Serve7 team.

Tell us what you are working on and we will get back to you within one business day.

Already a customer and need help? Create a support ticket.

Please enter your first name.
Please enter your last name.
Please enter a valid work email.
Please enter your company.

We use your details only to reply to your message.

Thanks, we have your message.

Someone from the Serve7 team will get back to you within one business day.