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.
  • Similar Templates in insurance Industry

    ama-dots-leftama-dots-left
    awsm-icon

    New Product

    Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

    Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

    Try it Out

    ama-preview

    Frequently Asked Questions

    Trusted by 500+ Global Brands

    ClientsClients_tabletClients_mobile
    happy robot

    The future of customer experience is conversational.

    Join us today

    Ready for higher conversion rates?

    Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

    Tars is rated #1 in the Chatbot Platform Category

    Manager of IT Services

    Manager of IT Services

    Real Estate

    industry

    Real Estate

    category

    IT Services

    capacity

    50M - 250M USD

    The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

    Lindsey Roark Mayes

    Lindsey Roark Mayes

    Ex-Director of SOS IT (State of Indiana)

    Lindsey Roark Mayes
    industry

    Government

    Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

    Marketing Operations Manager

    Marketing Operations Manager

    Healthcare and Biotech

    Marketing Operations Manager
    industry

    Healthcare and Biotech

    category

    Marketing

    capacity

    30B + USD

    The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

    Levi Eastwood

    Levi Eastwood

    Marketing Director, UCI Paul Merage School of Business

    Levi Eastwood
    industry

    Education

    Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

    Product Manager

    Product Manager

    Finance (non-banking)

    Product Manager
    industry

    Finance

    category

    Product Management

    capacity

    50M - 250M USD

    My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

    BlobBlob green
    book_demo

    Book Your Personalized Demo

    What our customers say

    Videos

    happy robot

    The future of customer experience is conversational.

    Join us today