Smart Skill: Insurance

Change Nominee

This Smart Skill will help the user in changing the nominee details.

change-nominee

Capabilities


  • The IVA can change the user’s nominee associated with a policy.
  • After authenticating the user, the IVA will show the current list of nominees to the user via the GET NOMINEES API and ask the user which one they would want to change.
  • The user will then select the one they want to change and enter information for a new nominee.
  • The IVA will capture this information and share it with the client via an UPDATE NOMINEE API.

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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