AXEL
Agentic Automotive Insurance Solution
Success Story
Industry: Insurance (Specialized high powered automotive)
Category: Sales & Marketing CRM Solution
Solution: AXEL
Technology: Anthropic & Microsoft Dynamics 365
Customer Success Story
Client Overview: A Canadian-based performance vehicle insurance provider with approximately 500 employees engaged Agestro to address low CRM adoption, disconnected sales and marketing processes, and a growing volume of manual administrative work that was slowing revenue-generating activities.
Within 90 days, Agestro designed and deployed AXEL, an agentic marketing and sales solution built on the Anthropic Claude AI platform. AXEL helps automate lead generation, reduce the administrative burden on the sales team, improve visibility into customer activity, and create a more scalable foundation for sales and marketing execution.
Key Outcomes
By leveraging AXEL, the customer increased new lead generation by more than 500%, reduced email and administrative effort by over 1,000%, and enabled its 25-person sales team to focus on higher-value partner channel conversations.
Agentic Foundation
Although the client was already a heavy user of Microsoft technologies, its insurance operations also relied on several bespoke agency management systems, policy management systems, ScienceSoft-based components, and selected elements of the US Diceus platform. Early proof-of-concept initiatives showed growing success with AI, particularly Anthropic, which was ultimately selected as the preferred agentic platform for AXEL.
During the roadmapping and process re-engineering consultation phase, Agestro identified the core capabilities required by AXEL:
A — Acquire: Scan the web to identify prospective leads that match the client’s target customer profile.
X — eXtract: Pull lead data into the CRM, remove or match duplicate records, clean the data, and assign leads to the appropriate internal team members.
E — Enrich: Use external data sources and tools to fill information gaps, improve data quality, score leads, and enhance each customer profile for better fit and prioritization.
L — Liaise: Launch personalized outreach, follow-up sequences, and engagement tracking to help the sales team move quickly from lead identification to meaningful customer conversations.
Architectural Overview
