Smart Skill: Insurance

Cancel Policy

This Smart Skill will help the users cancel their policy.

cancel-policy-flow

Capabilities


  • The user can raise a request to cancel their policy.
  • After authenticating the user, the IVA will showcase the list of policies via the GET POLICIES API
  • The user can select the policy and choose to raise a cancellation request.
  • The IVA will further ask the user to share the cancellation reason.
  • The IVA will then raise a cancellation request and share the ticked id with the user via the CANCEL POLICY API

APIs Needed

GET POLICY API

Request

 Unique Account ID of the user

 

{
"account_id": "1234ABCD"
}

Response

Success response:
List of all the policies mapped to the account_id

{
"policy":[
{
"policy_name": "Term plus",
"policy_no": "1234"
},
{
"policy_name": "Wealth plus",
"policy_no": "2345"
}
]
}

CANCEL POLICY API

Request

ID of Policy
Cancellation Reason

{
"policy_id":"PID123",
"cancellation_reason":"asdf"
}

Response

Ticket ID for successful cancellation request

 


{
"ticket_id":"TID123"
}
Pre-Built Integrations

Pre-built Integrations 

Seamlessly integrate your IVA with the rest of your contact center infrastructure including CRM, ERP, and ticketing systems using our native python-based Code Editor. Seamlessly exchange information between the IVA and other applications using open, flexible Webhooks and APIs.

Omni channel platform

Available on channels 

Be where your customers are by easily streamlining your support across multiple channels. Deliver two-way conversations that are natural, personalized, and contextual from one interaction to the next, across various platforms. Make customer experience seamless while maintaining a unified and consistent brand voice across marketing, sales, service, and support.

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