Smart Skill: Insurance

Check Policy Status

This Smart Skill will help the user with the status of their policy.

check-policy-status-flow

Capabilities


  • The user can enquire about their policy status on the IVA.
  • After authenticating the user, the IVA will showcase all the policies of the user via the GET POLICY API.
  • The user can then select the policy for which the policy status is required.
  • The IVA will display the policy status to the user in text format via a GET POLICY STATUS 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"
}
]
}

GET POLICY STATUS API

Request

Policy number

 

{
"policy_no": "1234"
}

Response:

Success response:
Status of the policy which will can be active or inactive

{
"status":"active"
}
{
"status":"inactive"
}
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.

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