Chatbot for Bank Insurance Provider

An insurance company providing term insurance policies can be found easily but calculating their customers' term insurance premium can be a little unheard of. But if your customer services include doing the latter, this HDFC life insurance premium calculator of a bot is the perfect opportunity to skyrocket your insurance business.

Features and Benefits :

  • The HDFC chatbot template introduces the company very briefly.
  • It asks the customer if they would like to calculate their premium right away, know why should they choose this plan, or know the plan options available under this plan.
  • It can connect the customer to a team member who would help them with the right insurance plan.
  • It asks for the customer's name, gender, date of birth, nationality, educational qualification, occupation, income, weight, phone number, and email address.
  • It asks the customer if they use tobacco, have an existing insurance cover (if yes, enter the amount covered), and have a personal medical history.
  • It mails the premium quote to the customer towards the end of the chat.
  • It asks questions to the customer which are relevant to customizing the quote for them.
  • It allows customers to skip some questions that they would not like to answer.
  • It will allow you to automate the process of quoting and sending premium quotes.
  • Insurance companies can also customize the chatbot based on their needs.
  • It helps in increasing sales by offering better service to customers.
  • It increases brand awareness and trust among customers.
  • Similar Templates in insurance Industry


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