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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.

Template sheet
Category
Insurance
Channels
Web, WhatsApp, SMS
Steps
06
Details collected
05
Launch time
Under 1 hour

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.

  1. 01
    Buttons

    Choose a policy type

    Visitors pick the kind of cover they want from the policy types you offer.

  2. 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.

  3. 03
    Answer AI

    Answer policy questions

    Questions about cover, claims or documents are answered from the policy material you train in AI Studio.

  4. 04
    Form

    Contact details

    One form collects name, email and phone.

  5. 05
    CRM

    Create the lead

    The answers are mapped to fields in HubSpot, Salesforce or Zoho CRM.

  6. 06
    Human handover

    Route to an advisor

    Visitors ready to talk move to your sales team in live chat.

Data

Where the answers go

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
  1. 01Policy type
  2. 02Qualifying answers
  3. 03Name
  4. 04Email
  5. 05Phone
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

Launch it in under an hour

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

  1. 01Choose a template
  2. 02Customise questions and branding
  3. 03Embed on your website or social media
Use this template

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