Insurance Products & Quote Chatbot

The longer the waiting time to get an insurance quote, the higher the chance of a shrinking, unengaged leads base. To help the insurance agents come out of this deadlock, we have created this chatbot template that can not only make all the processes of insurance origination snappy but can also generate insurance leads in a swish.

Features and Benefits :

  • The chatbot asks the customer if they would like to know about the different kinds of insurance that they provide, get a free quote, or get on a call with an agent.
  • It asks them to select one of the types of insurance, such as home insurance, auto insurance, motorcycle insurance, or RV insurance.
  • It asks them to select an insurance that they want a quote for, such as home, auto, motorcycle, etc.
  • It collects their name, phone number, and email address.
  • It can be configured to send a personalized message which includes the type of insurance they selected, the premium amount, the policy period, the coverage limits, the deductible amount, and the payment options.
  • It can be configured to send the customer’s details to the insurance company so that they can process the request immediately.
  • If the customer wants to speak to an agent, then it connects them via phone calls or emails.
  • It has a built-in CRM system that keeps track of every interaction between the customer and the chatbot.
  • It can provide real-time analytics to measure how many customers are using the chatbot and what percentage of them are converting into sales.
  • Similar Templates in insurance Industry


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