Smart Skill: Insurance

Get Premium Certificate

 

This Smart Skill will allow the User to generate Premium Certificate for a Policy or get it sent via Email

premium certificate

Capabilities


  • The user can raise a request for a premium certificate on the IVA.

  • After authenticating the user, the IVA will showcase all the policies of the user via the GET POLICIES API
  • The user can then select the policy for which the premium certificate will get triggered.
  • The IVA will display the premium certificate to the user in a pdf/jpg format via the GET PREMIUM CERTIFICATE API.
  • The IVA can also email the premium certificate to the registered email address via the SEND PREMIUM CERTIFICATE API.

APIs Needed

GET POLICIES API

Request

Unique ID of User

 

{
"user_id":"USRID123"
}

Request

Success Scenario:

List of policies associated with the User

{
"user_id":"USRID123",
"policies":[
{
"policy_id":"PLC1",
"policy_name":"PLC NAME 1",
...
},
...
]
}

GET PREMIUM CERTIFICATE API

Request

Unique ID of User
ID of Policy

 

 

 

{
"user_id":"USRID123",
"policy_id":"PLC1"
}

Response

PDF/IMG of Premium Certificate

Failure:

Invalid User ID
Invalid Policy ID

{
"premium_certificate_url":""
}

SEND PREMIUM CERTIFICATE API

Request

Unique ID of User
ID of Policy
Email ID to send Premium certificate to

{
"user_id":"USRID123",
"policy_id":"PLC1",
"email_id":"abc@abc.com"
}

Response

Confirmation of successful email sent.

 

 

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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