Insurance Quote over a Chatbot

Insurance companies can now manage an unlimited number of inquiries from insurance prospects and get them accurate quotes within minutes with this template for insurance quote leads. Instant online quote generation can take your customer satisfaction a notch higher and help your sales team guide customers seamlessly to the end of the sales funnel. An insurance provider can let their customers choose any of the insurance policies, such as life insurance, travel insurance, disability insurance, and other ancillary products offered by the company, and carries out the quoting process in a minute without the need to fill out contact forms.

Features and Benefits :

  • The chatbot asks the customer if they would like to apply for a quote or proposal for insurance coverage.
  • It asks the customer to select the insurance policy they want a quote for, such as auto insurance, boat insurance, business insurance, commercial auto insurance, etc.
  • It collects the customer's name, phone number, and email address.
  • It sends a mail to the customer to inform them of all the other policies offered by the company.
  • It can be configured to generate a PDF document that includes the details about the insurance policy and the premium amount.
  • It can keep a track of all the insurance purchases of a customer.
  • It can be configured to answer insurance questions posed by the customers.
  • It can be configured in multiple languages.
  • It has a built-in CRM capability that enables an autoresponder system.
  • It is easy to configure and deploy.
  • Similar Templates in insurance Industry


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