{"id":13414,"date":"2025-09-22T11:55:38","date_gmt":"2025-09-22T16:55:38","guid":{"rendered":"https:\/\/www.rate.com\/insurance\/?p=13414"},"modified":"2025-09-22T11:55:40","modified_gmt":"2025-09-22T16:55:40","slug":"rate-insurance-and-exavalu-launch-a-salesforce-agentforce-assistant-to-enhance-human-centered-customer-service","status":"publish","type":"post","link":"https:\/\/www.rate.com\/insurance\/resources\/rate-insurance-and-exavalu-launch-a-salesforce-agentforce-assistant-to-enhance-human-centered-customer-service\/","title":{"rendered":"Rate Insurance and Exavalu Launch a Salesforce Agentforce Assistant to Enhance Human-Centered Customer Service"},"content":{"rendered":"\n<p>CHICAGO, Sept. 22, 2025 (GLOBE NEWSWIRE) &#8212; Rate Insurance, LLC, a subsidiary of Rate and one of the fastest-growing national personal lines and small commercial insurance brokers, today announced the launch of a new AI-powered customer service tool developed in partnership with Exavalu. The Salesforce Agentforce Assistant is designed to help agents serve more customers efficiently by sharply reducing the time needed to locate critical information\u2014without compromising the personalized, white-glove service for which the company is known.<\/p>\n\n\n\n<p>The AI tool streamlines internal research processes and is built to enhance, not replace, human interaction. This solution empowers sales and service teams to deliver faster, more personalized support at scale.<\/p>\n\n\n\n<p>\u201cThis is about leveraging AI to make our people even more effective,\u201d said Jeff Wingate, President of Rate Insurance. \u201cOur customers trust us for high-quality, personalized service. This technology gives our agents the freedom to spend less time searching and more time having meaningful conversations.\u201d<\/p>\n\n\n\n<p>Exavalu collaborated with Rate Insurance to design the Agentforce Assistant, enabling measurable improvements in efficiency.<\/p>\n\n\n\n<p>\u201cWe\u2019re thrilled to partner with Rate Insurance to scale the white-glove service that sets them apart,\u201d said Saurav Basu, CEO of Exavalu. \u201cBy leveraging Agentforce Assist, their retention specialists expect to cut account research time by 60% and increase productivity by 40%. This model also lays the foundation for future use cases in re-shopping and service workflows.\u201d<\/p>\n\n\n\n<p>The launch marks the first step in a company-wide transformation aimed at integrating AI to support both sales and service functions. Built on a scalable model, the technology is designed for expansion across Rate Insurance\u2019s operations, ensuring consistent, high-quality service as the company grows.<\/p>\n\n\n\n<p><strong>About Rate Insurance<\/strong><br>Rate Insurance is a national insurance brokerage licensed in all 50 states that offers comprehensive personal, commercial, specialty, and life insurance products. Founded in 2008 and owned by Guaranteed Rate d\/b\/a Rate, operating as Guaranteed Rate, Inc. in New York, Rate Insurance has been recognized as a Top 50 Personal Lines Agency and a Top 100 Property &amp; Casualty Agency in the U.S. Additionally, the company has been honored as the 2023 Agent for the Future, Outstanding Overall Agency Award winner.<\/p>\n\n\n\n<p>Rate Insurance has built a reputation for exceptional customer service, as demonstrated by its 4.9-star rating from over 4.5k Google-verified reviews. Combining a growing team of insurance agents and a cutting-edge digital platform, Rate Insurance leverages its relationships with over 100 top-rated insurance carriers to provide customers with competitive rates and a personalized shopping experience. For more information, visit&nbsp;<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=at2Je_0-2Rs8hZ_ST2kj3bWzSSZ7Jjc-Lnw9FDtzwaNOt2RlR9NKe0gEj0zYx3EYf28zBDMK_wViy6LKv2tmcX7Ly75IFYquguM5jq2EYoA=\" rel=\"noreferrer noopener\" target=\"_blank\"><u>rate.com\/insurance.<\/u><\/a><\/p>\n\n\n\n<p>\u00a9 Rate Insurance, LLC is licensed in all 50 states (d\/b\/a Rate Insurance Agency, LLC in California (License 0K09890), Michigan, Minnesota, North Dakota, New York, and Texas).<\/p>\n\n\n\n<p><strong>About Exavalu<\/strong><br>Exavalu is a unique global technology consulting company focused on insurance and other regulated industries. Founded by industry veterans, Exavalu brings deep expertise and end-to-end capabilities from strategy through execution in areas such as core systems modernization, customer experience solutions, digital engineering, data, and AI. With its client-centric approach and innovative solutions, Exavalu is a trusted partner that empowers businesses to navigate complex challenges and achieve sustainable growth. For more information, please visit\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=EYRbrVWc7X9IlmQpXsC_QDF1G_t5xGuP3hNmLIiu8TH9oMuoNobFbkhCYKjJgUm2u0LPPrH4ZO-V0bF-xpKPeYrm6a_vQxZAAF3udA1eQ6M=\" target=\"_blank\" rel=\"noreferrer noopener\"><u>www.exavalu.com<\/u><\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CHICAGO, Sept. 22, 2025 (GLOBE NEWSWIRE) &#8212; Rate Insurance, LLC, a subsidiary of Rate and one of the fastest-growing national personal lines and small commercial insurance brokers, today announced the launch of a new AI-powered customer service tool developed in partnership with Exavalu. The Salesforce Agentforce Assistant is designed to help agents serve more customers<\/p>\n","protected":false},"author":35,"featured_media":12684,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[15],"tags":[53],"class_list":["post-13414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rate Insurance and Exavalu Launch a Salesforce Agentforce Assistant to Enhance Human-Centered Customer Service | Rate.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rate.com\/insurance\/resources\/rate-insurance-and-exavalu-launch-a-salesforce-agentforce-assistant-to-enhance-human-centered-customer-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rate Insurance and Exavalu Launch a Salesforce Agentforce Assistant to Enhance Human-Centered Customer Service | Rate.com\" \/>\n<meta property=\"og:description\" content=\"CHICAGO, Sept. 22, 2025 (GLOBE NEWSWIRE) &#8212; Rate Insurance, LLC, a subsidiary of Rate and one of the fastest-growing national personal lines and small commercial insurance brokers, today announced the launch of a new AI-powered customer service tool developed in partnership with Exavalu. 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