BDig Chat

Be it generating a quote for your potential customers or helping them file a claim, this lead generation chatbot for insurance agents can provide the best real-time insurance service to your prospective clients with no quote request form in the picture. Use this free template to take your customer experience a notch higher for your potential clients.

Explore Insurance solutions

Features and Benefits :

  • The chatbot asks the customer if they would like to get a quote, file a claim, pay their bill, or access their documents
  • If the customer wants to get a quote, it asks them to choose a type of insurance policy that they are interested in, such as life & health, motorcycle, off-road vehicle, boat, etc.
  • Based on the customer's choice, it asks them to enter their name, date of birth, gender, phone number, email address, marital status, education qualification, occupation, etc.
  • It asks them a range of questions like what type of coverage do you need, how much coverage do you need, what is your health condition, what is the vehicle's manufacturing year, what is your driver's license number, etc based on the insurance that the customer has chosen.
  • If the customer wants to file a claim or pay a bill, the chatbot asks them who their carrier is and redirects them to the respective carrier's claim filing or payment webpage.
  • If the customer wants to access their documents, the chatbot takes the customer to the client center and asks them to log in through their email address.
  • Your insurance agency doesn't need to spend time on cold calling
  • Similar Templates in insurance Industry

    Insure your customer satisfaction with Tars AI Agents

    Insurance Concierge AI

    Insurance Concierge AI offers a comprehensive package of features designed specifically for insurance companies.

    Insurance Advisor AI

    Insurance Advisor AI is designed to help insurance companies guide potential customers through tailored buyer journeys.

    Insurance Workflow AI

    Insurance Workflow AI for internal automation

    Read more
    industry-insurance-hero
    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

    Manager of IT Services

    Manager of IT Services

    Real Estate

    industry

    Real Estate

    category

    IT Services

    capacity

    50M - 250M USD

    The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

    Lindsey Roark Mayes

    Lindsey Roark Mayes

    Ex-Director of SOS IT (State of Indiana)

    Lindsey Roark Mayes
    industry

    Government

    Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

    Marketing Operations Manager

    Marketing Operations Manager

    Healthcare and Biotech

    Marketing Operations Manager
    industry

    Healthcare and Biotech

    category

    Marketing

    capacity

    30B + USD

    The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

    Levi Eastwood

    Levi Eastwood

    Marketing Director, UCI Paul Merage School of Business

    Levi Eastwood
    industry

    Education

    Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

    Product Manager

    Product Manager

    Finance (non-banking)

    Product Manager
    industry

    Finance

    category

    Product Management

    capacity

    50M - 250M USD

    My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

    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