Insurance application flow: chatbot template for higher conversion
Description
Insurance application chatbot for liability and more: a dialogue-based flow instead of a form, built for higher conversion.
Highlights
Highlights
- Process automation
- Lead generation
- Makes things easier
The template delivers a dialogue-based application flow for insurance. Instead of a classic form, the chat captures all required information step by step, such as personal details, risk information and contract start, and leads to a tariff recommendation and completion. Implemented as an example for liability insurance, adaptable to other lines.
Answer paths, validations and tariff calculation are adjustable in the no-code editor. Data handover to underwriting happens via a BPMN workflow or an API client.
Highlights
- A dialogue-based flow instead of a form: The chat guides applicants step by step through all required information instead of presenting a long form.
- Higher conversion for expensive leads: The guided dialogue structure reduces drop-off compared with classic form-based flows.
- Handover to underwriting via BPMN workflow: Captured data is handed over to downstream systems in a structured and accurate way, via workflow or API client.
Use cases (examples)
- An application flow for liability insurance in the example, transferable to other lines
- Capturing personal details, risk information and contract start in the dialogue
- A tariff recommendation right in the chat before completion
- Reducing drop-off for insurance products that need explanation
- Automated handover to underwriting without manual re-entry
What is included in the template?
- A sample application flow for liability insurance
- Configurable answer paths and validations in the no-code editor
- Tariff calculation based on the captured information
- Handover to underwriting via BPMN workflow or API client
Get started in under 5 minutes
- Install the template
- Adjust the application flow: Tailor questions, answer paths and validations to your insurance product.
- Configure tariff calculation: Adjust the calculation logic to your tariffs in the no-code editor.
- Connect underwriting: Set up data handover via BPMN workflow or API client, then go live.
More insurer use cases at /en/industries/insurance/.
Frequently asked questions
No, the example shows liability insurance. Questions, answer paths and tariff calculation can be transferred to any other insurance product in the no-code editor.
Via a BPMN workflow or an API client, structured and without manual re-entry.
In the example, personal details, risk information and contract start. You adjust the specific fields to your insurance product.
The guided dialogue structure reduces drop-off, especially for leads that need explanation and are therefore often expensive.
Yes, based on the captured information the template calculates a tariff recommendation directly in the chat.
Entirely in the no-code editor, without coding.