AI and human CX maturity in insurance

About this talk When it comes to helping customers meet their goals in your digital spaces, nothing beats real human connections. Glance connects your agents with your customers, face to face and right in your company’s website or app, as a seamless part of your digital customer journey.

As organizations adopt AI to boost contact center efficiency, the importance of authentic, human-led support remains essential, especially in regulated industries such as financial services. This webinar will show how Glance Cobrowse for Microsoft Dynamics 365 Contact Center, now available on Microsoft AppSource, enables service teams to deliver seamless, secure, and highly personalized experiences directly within the Dynamics 365 workspace. Key takeaways: How Glance's cobrowsing, screen sharing, and live video capabilities integrate natively into Microsoft Dynamics 365 workflows The value of combining Microsoft Copilot's real-time agent assistance with Glance Cobrowse to guide customers through complex processes Ways to trigger cobrowse moments using AI for timely, context-rich support Security and scalability features that meet the needs of highly regulated enterprises Proven strategies to reduce churn, build long-term loyalty, and increase revenue through upsell and cross-sell opportunities during live interactions

About this talk Digital self-service on your website or in your app works great for your customers … until it doesn’t. When customers need personal assistance in digital spaces, how can your agents help them achieve their goals - and, ultimately, keep them as customers? Bringing human-to-human support into your digital channels could be the game changer you need.