Health & Car Insurance Application Chatbot

Helping customers choose the right policy which suits their needs can be quite a task for insurance firms, especially when their efficiency is at stake. Insurance chatbots can make sure that insurance providers don't lose a potential customer and improve their customer experience at the same time.

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Features and Benefits

  • The insurance chatbot asks the user if they are seeking an insurance policy for a car, two-wheeler, or health.
  • If the user selects either of the first two options, it asks the user to upload a photo or pdf of their current policy for renewal.
  • If the user has it handy, then it asks them if they filed a claim in the last policy year or not.
  • The chatbot then collects their email address and phone number.
  • If the user doesn't have the photo or pdf of their current policy, the chatbot asks them the model of their vehicle.
  • It asks them which type of vehicle fuel they use.
  • It asks them their vehicle's model year.
  • It asks them if they filed a claim in the last policy year or not.
  • If they had filed a claim, it proceeds to offer them the best auto quote with a list of options to choose from.
  • It asks the user their gender, the name of the person they would like to get the policy for, email address, phone number, car registration date, and policy expiry date.
  • If they did not file a claim last year, It asks them what is the "No Claim Bonus (NCB) discount percent" on their expiring policy and offers them the best auto quote with a list of options to choose from. It then follows the same procedure as step 10.
  • If the user selects health insurance as an option, the chatbot asks them their pin code.
  • It asks them who are they buying this insurance for. i.e. self, spouse, mother, father, son, or daughter. The user can select multiple options here.
  • It asks the user their gender.
  • It asks the user the insuree(s)'s age(s).
  • It offers them a list of the best insurance policies to choose from.
  • It collects the user's name, email address, phone number, car registration date, and policy expiry date.
  • It can save a lot of money by reducing the need to hire human agents.
  • It can also reduce the cost of your marketing campaigns and increase your conversion rates by offering more personalized services.
  • Frequently Asked Questions

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