← Cases
United KingdomFinance and insurance2026 – ongoing

PensionBee Group

BeeBot AI customer service assistant and AI co-pilot tools

PensionBee said its BeeBot assistant can resolve more than half of live chat queries on its own

WorkingCompany's own claimOfficial ↗

Problem

PensionBee's customer base grew quickly, and live chat queries needed to be handled without a matching rise in staff.

Approach

PensionBee used BeeBot, an AI-powered customer service assistant, to answer live chat queries, so the team could take more complex ones. It also improved AI co-pilot tools across the organisation. The company linked the two to a productivity gain in its Q2 2026 results.

Results

>50%share of live chat volume BeeBot can independently resolve, per PensionBeeCompany's own claim[1]
17%productivity improvement to 1,747 Invested Customers per staff member (Q2 2025: 1,489), linked by PensionBee to AI co-pilot capabilitiesCompany's own claim[1]

Takeaway

The company reported a staff productivity ratio alongside the chat figure and tied it partly to the AI tools. It did not give a separate figure for BeeBot's effect.

Categories

Business function
Customer service
Innovation type
Process innovation
Evidence
Company's own claim

Sources

  1. Q2 2026 Results
    PensionBee Group (RNS)22 Jul 2026Company publication

Source summaries

[1]PensionBee Group (RNS)22 Jul 2026

PensionBee's Q2 2026 results say BeeBot can independently resolve over 50% of live chat volume and that AI co-pilot capabilities were enhanced. It reports 1,747 Invested Customers per staff member, up 17% from 1,489.

Full details are in the original sources.

Added 1 Nov 2026 · Updated 1 Nov 2026
Open case page ↗