Smart Skill: Insurance 

Find Insurance Plan

This Smart Skill will help the user find an insurance plan as per their requirements.

find-insurance-plan

Capabilities


  • The prospective user can turn to the IVA for an insurance plan.
  • The IVA will ask the user to select the category of insurance – life insurance, savings or investments.
  • The IVA will then share recommended insurance plans with the user via the GET INSURANCE PLAN API.
  • The IVA will then collect the user’s information like name, email, and phone number to generate a lead via the CREATE LEAD API.

APIs Needed

GET INSURANCE PLAN API

Request

 Category of Insurance

 

{
"category":"life_insurance"
}

Response

Success:

List of Insurance Policies based on category

{
"insurance_policies": [
{
"policy_name":"ABC",
"policy_premium":3434
}
]
}

CREATE LEAD API

Request:

Details of Lead like user name, email id and phone number

 

{
"user_name":"ABC",
"email":"abc@abc.com",
"phone_number":"9876543210"
}

Response

 Confirmation of successful operation. In case of error, API should respond with error reason.

Success
{
"status":"success"
}
Error
{
"status":"error",
"error_reason":""
}
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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