Insurance Bots Drive Conversions and Renewals

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Deploy Smart Bots for Insurance. Experience Instant Business Benefits.

Growth in Self Service Sales

Growth in Self Service Sales

Reduce Claims Resolutions Time

Reduce Claims Resolutions Time

Increase Renewal Rates

Increase Renewal Rates

Get to Market Faster with our Bot Blueprints for Insurance

Unwrap a blueprint in your account and modify it to meet your business needs. Our blueprints help you create bot experiences for a growing range of use cases across your insurance business. Meet some of our insurance bot stars.

Increase Conversion with Faster Quotes

Time to renew or shop around for an insurance policy?

The starting point for your customers is the policy quote. This enables them to compare pricing and coverage details from competing vendors. But it’s not always easy for them to understand the small print and the nuances of different policy details. A frictionless quotation interaction that informs customers of the coverage terms and how they can reduce the cost of their policy leads to higher retention and conversion rates.

Don’t leave your customers in the dark. Deploy a Quote Bot that can respond to them 24/7, provide exact information on differences between competing products, and get them to renew or sign up on the spot.

See a Quote-to-Sales Bot Case Study

Filing a Claim Just Got Easier 

One of the most stressful times for your customers is when they have an accident or other incidents that necessitates filing an insurance claim. Although it’s not necessarily a recurring customer interaction it is one that is generally fraught with friction, complexity, and paperwork before a claim is finally settled and paid.

Imagine a Claims Bot that responds to a customer who has just had an accident, loss, or other incidents. The bot can manage the complete customer journey in filing their claim, authenticating them, and automatically accessing their policy information from internal systems. The bot requests details of the incident guide the customer to upload images of any damage, and elicits any third party information. By recognizing the customer’s policy, the bot can inform the customer of eligible benefits or services and initiate these. All this can happen in a frictionless chat where the bot automates the business tasks necessary to file the claim in a way that supports faster claims resolution.

See a Claims Bot in Action

Renewal Time? There’s a Bot For That.

Time to renew a customer’s insurance policy?
With plenty of competitive price offers, customers can comparison shop for their policy and easily switch providers. But why not deploy a bot that engages with your insurance customers in proactive ways, not just at renewal time but throughout the customer lifecycle, building relationships based on superior experience and not just price. Then at renewal time, let the bot manage the complete customer journey, handing off to a human if necessary.

A Renewal bot can manage the renewal process, reaching out to remind customers of their upcoming renewal date, highlighting the benefits of their policy terms and relevant pricing changes, responding to customer queries regarding renewal, and matching any competitive offers.

Download our Insurance Bot eBook

Onboard New Customers in the Best Way Possible

Acquiring new customers is great – right?
You attracted them with a policy that suits their needs and pocket. Now there are some steps to go through to get them fully approved. This can be a tedious and frustrating experience, fraught with the friction of searching and sending proof and contract documents to and fro. It also is one that can cause delays that extend time-to-revenue or detract customers from signing up.

Onboarding is an important customer journey that can be automated by an onboarding bot. The bot can request the necessary proof documents which a customer can send via image uploads within the chat. Contracts can be sent to the customer for a digital signature and payment details can be set up. This makes the onboarding process a smooth and fast journey.

Why Onboarding Bots?

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