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.

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


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