HDFC Life Insurance Bot

The insurance industry knows how exhausting the process of buying a life insurance policy can be for the customers as well as the human agent. To make things easier for both the insurance agent and the qualified leads, we made this HDFC chatbot template that takes the potential customers through the entire life insurance process smoothly, helping them choose their desired insurance products.

Features and Benefits :

  • The HDFC bot lists out the benefits of buying a health policy.
  • It collects their name, title, date of birth, and pin code.
  • It lists out the details of the insurance plans like the premium, sum assured, premium payment term, and plan option.
  • It asks the user if they want to buy the policy, recalculate or cancel.
  • If the user opts to buy, the chatbot collects their email address and phone number.
  • It then asks the user if they are from India or not and asks them their residential status and address.
  • It conducts a questionnaire regarding their medical history and asks if they want to assign a nominee.
  • If the user wants to assign a nominee, the bot asks for the nominee's name, gender, date of birth, and relation to the insuree.
  • The chatbot allows the user to edit the application. After the user agrees to the terms and conditions, the bot provides their application number.
  • If the user chooses to recalculate at first, the bot asks them to enter the sum insured.
  • It asks them if they want to have a single or a regular premium payment term option.
  • Based on the user's choice, it gives them a list of plan options to choose from and then follows the same procedure as point 4 onwards.
  • The chatbot increases sales by increasing the lead generation rate.
  • It saves both time and money by automating the entire process.
  • Insurance companies get better customer service because they don’t need to hire any agents.
  • Similar Templates in insurance Industry


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