Chatbot for Different Life Insurance Policies

You have landed on the best insurance marketing tool if providing detailed information on all your insurance policies is your end goal. This free insurance template can not only ease the process of finding the right information for your customers but can also suggest a good policy that suits their purposes. Free your insurance agent of their repetitive tasks.

Features and Benefits :

  • The chatbot presents a list of insurance policies that the company offers, for the customer to choose from such as protection, saving, retirement, education, etc.
  • It asks the customer to select the sub-category of the policy that they are seeking.
  • It collects the customer's name, email address, and phone number to connect them with an expert who would explain the policies in detail.
  • It can be configured to ask them to enter some basic details about themselves. These include age, gender, occupation, marital status, etc. It can then generate an estimate of how much the customer would be paying monthly for the chosen policy. After receiving this estimate, the customer has the option to proceed further or cancel.
  • In case the customer chooses to proceed further, then the chatbot takes care of the rest and provides the customer with the full details of the chosen policy.

    • Similar Templates in insurance Industry

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