Time-to-first-sale for new customer advisors
Back-office support for sales reps
Escalation to Level 2 operators
Leonardo’s challenge
In insurance and financial consulting, speed and confidence in answers matters: product details, policy clauses, renewals, exceptions, internal procedures, and client context often live across documents, chats, and tribal knowledge.
Leonardo Assicurazioni faced two recurring bottlenecks:
New hire onboarding depended too much on senior people, creating uneven ramp-up and constant interruptions.
Sales conversations slowed down when knowledge wasn’t instantly accessible, forcing follow-ups, escalations, or “let me check and get back to you.”
Syllotips’ solution
Leonardo Assicurazioni adopted Syllotips to capture and reuse undocumented knowledge—so AI agents can learn from internal experts and keep guidance aligned with real work.
Leonardo evolved toward a CRM-connected sales assist experience: Syllotips works with a human-in-the-loop model and integrates knowledge with CRM and portfolio/contract context, so advisors can retrieve the right information exactly when they need it.
By surfacing validated guidance during early customer interactions, new advisors reach their first sale faster.
The rollout focused on three workflows:
Onboarding assistant for new joiners
New hires self-serve on procedures and recurring scenarios, reducing ramp time and improving consistency.
Sales enablement
Advisors retrieve the right internal guidance quickly (without switching tools), keeping client conversations flowing.
Knowledge Building loop
Company experts solve uncovered questions once: Syllotips turns the answers into structured content that scales across the organization.
The biggest value is reducing the training burden and making answers fast and consistent — so people don’t depend on whoever happens to be available. Knowledge becomes a shared system, not a set of interruptions.
Marco Bertani
Head of Innovation, Leonardo Assicurazioni
of conversations reuse validated knowledge
of users-Syllotips chats already reuse expert‑validated, Syllotips‑generated knowledge
of high-quality answers
reliability improved with time and use, with +47.7% high-quality answers, -50% low-medium quality ones
or processed by experts, keeping guidance current and consistent, and making tacit knowledge emerge
Try Syllotips in your environment
Bring one workflow and one knowledge source, we’ll show you what it looks like in production.
