Insurance Plans Chatbot

Kotak Mahindra Bank was able to deliver outstanding value to their customers with AI-powered chatbots for their suite of insurance policies. Besides, this life insurance customer chatbot answers all the queries posed by the insurance customers using artificial intelligence, making lead generation easier for insurance companies.

Features and Benefits :

  • The chatbot asks the customer if they would like to know more about the insurance policies or speak to the team.
  • It presents a list of insurance plans that the customer would like to know more about, such as term insurance protection plans, savings, and investments plans, and retirement and pension plans.
  • It asks the customer to select from a list of subcategories of each of the insurance plans.
  • It asks them if they are an existing customer or a new one.
  • To set up a call with a life advisor, it collects the customer's name, and phone number, and asks to choose a date and time.
  • It is capable of answering common questions asked by insurance customers, including those related to insurance policies, insurance products, and insurance services.
  • It can also provide information on the benefits of these insurance policies.
  • It can help in generating leads for insurance agents.
  • It can be used to improve customer experience.
  • It can save money spent on hiring a human agent by insurers.
  • It can reduce the cost of customer care.
  • It can be configured to provide an instant policy quote to the customers.
  • Similar Templates in insurance Industry


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