Insurance Quote BOT

I help customers simplify the process of getting a quote or estimate for a service or product. My job is to make it easy and convenient for people to get a quote quickly. I work day and night so you can proceed knowing the estimate and terms and conditions.

Red Background

Customer Journeys

  • Request a quote for insurance, membership, or other services and products.
  • Out-of-hours support for requesting quotations and estimates.
  • Receive quotes and supporting information via bot quickly in order to make decisions.

How I Help the Business

  • Improved accessibility and convenience for quotations/estimates.
  • Facilitates closing business with customers following fast receipt of quote.
  • Free agents up to spend less time on handling quotation requests.
  • Reduced costs of service delivery

How I Help the Customer

  • 24/7 availability and access to quotations
  • Eliminate off-hours closed messages, queuing and hold times
  • Shorter customer journey in purchasing decisions

My Metrics

# requests processed

# quotations sent

% quotations converted

$ amount of quotations closed

time to complete

Check out the Bot Animations
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