Blanchard insurance

Insurance agents can recognize hot leads and push them down the pipeline as fast as possible, without a hint of a boring conversation, with the help of this automated insurance virtual agent that can simulate human agents in providing customer support to your prospects. It can help your team publicize an insurance product, take note of their queries, generate quotes at affordable rates, etc and skyrocket your customer satisfaction.

Features and Benefits :

  • The automated insurance agent asks the customer whether they would like to know about all the services that the company provides or apply for a quote.
  • It asks the customer to select a service that they are interested in such as billing & payments, submit a claim, certificate request, and request ID cards.
  • Before connecting the customer with an agent, it asks them if they are a current client of the insurance agency or not.
  • If the customer selects "yes", the chatbot asks them to enter their policy number, and the nature of their inquiry, and based on their choice, it collects their full name, the manufacturing year, brand, and model of the vehicle, description of the policy change request, and date of policy change that they want.
  • If the customer is not a current client of the agency, it collects the customer's phone number, email address, and details regarding their question, policy change, claim, or other requests.
  • If the customer asks for a quote, the chatbot asks them to choose the category that they want a quote for, such as auto, home, condo, renters, etc. and collects their name, phone number, email address, date of birth, and name of the current insurance company.
  • It can ask questions, collect information, and send out quotes quickly and easily.
  • This chatbot will be able to handle any type of insurance inquiries from new clients to existing clients.
  • Insurance agencies can also get rid of cold calling by using this chatbot.
  • They can automate their entire process from taking notes to sending quotes.
  • You can also add features to your chatbot, such as API integration, NLP, Geolocation keyboard, etc., to make it more user-friendly.
  • Similar Templates in insurance Industry


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