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

    ama-dots-leftama-dots-left
    awsm-icon

    New Product

    Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

    Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

    Try it Out

    ama-preview

    Frequently Asked Questions

    Trusted by 500+ Global Brands

    ClientsClients_tabletClients_mobile
    happy robot

    The future of customer experience is conversational.

    Join us today

    Ready for higher conversion rates?

    Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

    Tars is rated #1 in the Chatbot Platform Category

    g2-crowd-rating
    BlobBlob green
    book_demo

    Book Your Personalized Demo

    What our customers say

    Videos

    happy robot

    The future of customer experience is conversational.

    Join us today