Insurance Certificate Request Chatbot

Insurance customers often get lost in the tiring process of getting an insurance certificate that contains the details of their purchased insurance policy. This customizable certificate template can make the process hassle-free for both the customers and the insurance agents.

Features and Benefits :

  • The chatbot asks for the insured's name and DBA.
  • It collects their policy number, email address, phone number, chatbot user's name, name of the certificate holder, and their address.
  • It asks the user if the policy holder wants to be named as an additional insured.
  • If the user says "yes", it asks them to list all their names, and if there is a contractual obligation to name them additionally insured.
  • It asks the customer to describe the work the named insured will perform for the additional insured.
  • It asks what is the relationship of the additional insured with the user.
  • It asks the user if the additional insured maintain their own insurance to cover their own exposures.
  • It asks about the nature of the job and job location.
  • It asks if the user needs any special endorsements or wordings.
  • It asks the user to attach the required documents.
  • Similar Templates in insurance Industry


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