Case Study: Helvetia achieves 30%+ upsell conversion through an on‑prem AI sales assistant with Rasa

Helvetia’s product team achieved a conversion rate of over 30% selling additional insurance policies, via a smart natural language text-based chatbot

Helvetia, a leading Swiss insurer, faced rising customer acquisition costs as adding sales headcount made smaller policies unprofitable. Needing an automated, proactive conversational channel that preserved customer experience and complied with strict Swiss data‑privacy rules, Helvetia partnered with Rasa and adopted Rasa X (Enterprise Edition) to build a natural‑language, text‑based AI assistant.

Using Rasa, Helvetia deployed an on‑prem AI assistant that understands context, is trainable via the Rasa X GUI by non‑technical staff, and was fine‑tuned by their lead developer for higher accuracy. The solution drove measurable impact: over a 30% conversion rate for selling additional policies via text, faster iteration and lower engineering costs, secure on‑prem data control, and plans to expand the assistant to more use cases — all enabled by Rasa.

Helvetia

Florian Nägele

Head Omnichannel & Touchpoint Management