Lead Qualification chatbot template: Insurance

When you have an insurance company, the services you offer vary according to the users’ needs. Additionally, other factors such as the number of policyholders, the customers’ age, and the events covered by the insurance also influence the service you offer to your leads.

That’s why you need a strategy to know the needs of each or your potential customers. This way, you will be able to offer them an insurance that covers their needs and that is within their budget.

With this lead qualification chatbot you will be able to collect the data of your potential customers, and ask them questions to know their needs and specific conditions. Also, you can offer them the possibility to book a meeting with an insurance advisor or to talk to an agent.