Close this search box.
Close this search box.

5 Lessons for Mid-Size Companies Looking to Hire a Virtual Assistant

We’ve all been there: watching in dread as customers waver because they can’t get their hands on the information they need to buy our products. It happened to us when we upgraded our commercial insurance line for small businesses. Our internal call centers were swamped with questions from our 12,000 agents, and we were struggling to get the right answers and quotes to frustrated customers. But the cost of simply adding more and more staff to the call centers was daunting.

ABIe in Connexus-2 v2Enter our virtual assistant. Her formal name is the Allstate Business Insurance Expert (ABIe), but we know her as Abby, and she’s the product of next-generation knowledge management. She brought us the magic of Apple’s Siri, but at a sliver of the cost.

Employing a rigorous approach to the words and phrases at the heart of our products, ABIe’s avatar-driven interface quickly provides accurate answers to policy questions while streamlining the preparation of sales quotes.

ABIe’s volume has soared from 20,000 questions during the first six months online to 1.2 million a year, in large part because we’ve expanded her role in the business. And though her workload has exploded, ABIe is the opposite of a cost center—our expenses to develop her were more than offset by call-center savings even before we celebrated her first birthday. Having recently turned three, she continues to contribute to the bottom line.

“ABIe brought us the magic of Apple’s Siri, but at a sliver of the cost.”

Here are 5 lessons than can help mid-sized companies get their own ABIe.

1. Don’t think you have to spend tons of money. We didn’t. At the high end of artificial intelligence is cognitive computing, involving systems with the capacity to learn. At the less-expensive end is a knowledge-based approach that organizes highly accessible and interactive systems of information. That’s our playing field right now, and we can build on it in the future since all of our moves there are necessary components for more ambitious AI efforts. In fact, we think of ABIe as our precursor to cognitive computing on a shoestring.

2. Find the right AI partner. During the selection process we learned that while many vendors say they have AI expertise or claim the off-the-shelf applications can achieve business objectives, that was not the case. We worked with Earley Information Science because they could accurately scope and scale the project within our budgetary and time parameters. ABIe  was up and running in less than a year, which is very fast given all of the moving pieces in a knowledge-based system.

3. Give YOUR ABIe the right information. ABIe pulls her answers from a data warehouse, where all the relevant knowledge relating to our products and processes has been organized. In AI speak, that means our numbers, charts, words and phrases have been chopped, chunked, tagged and HR-optimized to give ABIe the ingredients for those answers. The accuracy and value of the answers depends not only on all the necessary ingredients being present, but also on their freshness and preparation.

4. Be ready for mistakes and course corrections. Inevitably, we got some things wrong in the way we prepared our ingredients, despite assigning three managers to the project along with nine subject-matter experts. Our biggest mistake was providing ABIe with too many ingredients, making some of her answers too thorough. It was as if we were asked for the time and then told the questioner how to build a clock. It took trial and error—in part, by debriefing agents after their sessions—to arrive at very specific, and far more useful, answers along with the governance, metrics and change management processes to make controlled, methodical updates.

5. Look for new ways to use ABIe. ABIe is tireless and never asks for a raise. And she’s almost entirely a sunk cost. So any new applications can only swell the bottom line. One of our unexpected dividends was further savings at the call centers, where attrition rates can be as high as 33% a year. ABIe cut the training time in half for replacements. In the larger picture, ABIe has morphed from a how-to role in policy administration into something of an oracle on marketing, underwriting and other elements of the business. The sum total of our knowledge is now in the warehouse and ABIe has become the go-to answer place for all employees. Next up: we’ll be turning ABIe’s face outward, to help customers.

One last tip: Change is constant in the virtual world, as in ours. As valuable as our ABIe has been, some younger siblings are bound to come along in the AI family, and we’ll be happy to hire them, too.


  • Get the CEO Briefing

    Sign up today to get weekly access to the latest issues affecting CEOs in every industry
  • upcoming events


    Strategic Planning Workshop

    1:00 - 5:00 pm

    Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

    Executives expressed frustration with their current strategic planning process. Issues include:

    1. Lack of systematic approach (70%)
    2. Laundry lists without prioritization (68%)
    3. Decisions based on personalities rather than facts and information (65%)


    Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

    To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

    New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

    Women in Leadership Seminar and Peer Discussion

    2:00 - 5:00 pm

    Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

    Limited space available.

    To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

    Golf Outing

    10:30 - 5:00 pm
    General’s Retreat at Hermitage Golf Course
    Sponsored by UBS

    General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

    The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

    To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.