Business Insurance Quote Chatbot

Is your insurance business struggling to generate qualified leads? If it is, this chatbot for business insurance leads can do that for your insurance agency, all the while engaging users with an interactive chat. Use this AI tool to let your customers participate actively in the quote generation process.

Features and Benefits :

  • The chatbot asks customers to select one from the following categories of insurance that they want a quote in:
  • General Liability Insurance
  • Architects and Engineers
  • Hired/Non-Owned Auto Liability
  • Real Estate Professionals
  • The chatbot asks them questions like the name of the company, what type of company it is, the mailing address of the company, the company's fax number, and phone number, the number of locations their company is in, to describe the nature of the business, number of owners, what is the payroll, number of partners, number of officers there are, number of full-time and part-time employees, their gross annual revenue/sales, in which year was the building established, how many years of experience does the owner have, the average weekly total hours of operation, have they filed bankruptcy within the past 3 years, do they have an ownership interest in any other businesses, do they lease employees to or from other employers, have any of their business insurance policies been declined, non-renewed or canceled in the last 3 years, do they have a current general liability policy, have they had any claims.
  • It asks for the name and title of the contact at the company with whom it would be sharing the quote.
  • It asks if the customer has a website.
  • It collects the customer's federal employee ID number.
  • It asks the customer if their company owns/leases any vehicles and if their employees use their personal vehicles for company business.
  • It collects the customer's NRDS number and asks the states in which their business is conducted, and are they independently owned and operated.
  • It collects the customer's email and phone number.
  • It asks the customer to leave their comments on the company or any requirement for additional coverage.
  • Similar Templates in insurance Industry


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