Insurance Certificate Request Form
Issuing a certificate of insurance form can be tough for insurance agents which makes it tougher for a potential customer to get one in time. To overcome this obstruction, insurance providers can use this certificate of insurance request form template that can speed up the process through a concise conversation with the certificate holder.
Customers don't have to fill those long online forms anymore, rather they have to interact with a basic request form template such as this one that can provide amazing customer service by gathering all the necessary details regarding the construction project of the customers.
Features and Benefits :
The chatbot collects the name, policy number, and phone number of the customer.It asks for the name of the person who is requesting this certificate.It asks for the certificate holder's name, contact details, residential address, and email address.It asks the customer questions like would you like to name the certificate holder as additionally insured, and if yes, is there a contractual obligation for you to do that.It asks the customer to write a short description of the project.It asks the customer to select the category of this project, i.e. industrial, residential, or commercial.It asks them who is going to be occupying this project.It asks them to upload pictures of the contracts that they might have.This will help reduce paperwork and save time for both the insurance agent and the customer.It will also make sure that it generates certificates for certificate holders on time.
