Insurance

Lead generation for insurance policy

Reduce operational expenses, improve customer experience without increasing overhead with a virtual manager.

A virtual policy manager for insurers. It answers policy questions, qualifies prospects and sends each lead to your CRM or an advisor.

How it runs

The example flow

Each step is a ReplyCX action block. Change the questions, add blocks or remove them in the Bot Builder.

01
Buttons
Choose a policy type
Visitors pick the kind of cover they want from the policy types you offer.
02
Collect input
Qualifying questions
The bot asks the questions you set, such as age or cover amount, and saves each answer in a variable.
03
Answer AI
Answer policy questions
Questions about cover, claims or documents are answered from the policy material you train in AI Studio.
04
Form
Contact details
One form collects name, email and phone.
05
CRM
Create the lead
The answers are mapped to fields in HubSpot, Salesforce or Zoho CRM.
06
Human handover
Route to an advisor
Visitors ready to talk move to your sales team in live chat.

Data

Each answer is saved in a variable, so you can reuse it later in the chat or send it to the tools your team already uses.

Details collected

Connects to

HubSpot, Salesforce or Zoho CRM
Maps the collected variables to CRM fields to create a contact or lead.
AI Studio
Answers open questions from the knowledge base you train on your website, documents or FAQs.
Live chat
Human handover moves the chat to the team you choose, with set messages for after hours or when no agent is free.
Send an email
Emails your team the details collected, or the whole chat transcript, when the flow reaches this step.

Setup

A basic chatbot built from a ReplyCX template can go live in under 1 hour, with no coding.