Insurance application flow: chatbot template for higher conversion
Description
Implementing an insurance application process within the chat significantly increases the potential conversion rate – guided, simple, and fully automated with LoyJoy.
Highlights
Highlights
- Process automation
- Lead generation
- Makes things easier
What the template does
The template delivers a dialogical application flow for insurance. Instead of a classic form the chat captures all needed information step by step (personal data, risk information, contract start) and leads to a tariff recommendation and conclusion. Implemented as an example for a liability insurance, adaptable to further lines.
Answer paths, validations and tariff calculation are adjustable in the no-code editor. Data handover to underwriting via BPMN workflow or API client.
How to start
- Add the template to your workspace.
- Adjust application questions and tariff calculation to your line.
- Connect handover to underwriting (API client or BPMN workflow).
More insurer use cases at /en/industries/insurance/.