CHICAGO, Sept. 22, 2025 – Rate Insurance, LLC, a subsidiary of Rate, today announced the launch of an AI-powered customer service tool developed in partnership with Exavalu. The Salesforce Agentforce Assistant can help agents to instantly access critical account information, reducing research time by 60% without compromising the personalized, white-glove service for which the company is known. The tool streamlines internal research processes and is built to enhance, not replace, human interaction.
Jeff Wingate, President, Rate Insurance said “This is about leveraging AI to make our people even more effective. Our 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.”
Saurav Basu, CEO, Exavalu said “We’re thrilled to partner with Rate Insurance to scale the white-glove service that sets them apart. By leveraging Agentforce Assistance, 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.”
This launch marks the first step in a company-wide transformation aimed at integrating AI to empower both sales and service teams to deliver faster, more personalized support at scale.
To read the full press release, click here.
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