Smart Skill: Insurance

Request Policy Copy

This Smart Skill will help the user to request a copy of the policy.

request-policy-copy

Capabilities


  • The user can raise a request for a policy copy 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 copy will get triggered.
  • The IVA will display the policy copy to the user in a pdf/jpg format via the GENERATE POLICY COPY API.
  • The IVA can also email the policy copy to the registered email address via the SEND 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"
}
]
}

GENERATE POLICY COPY API

Request

Policy number

 

{
"policy_no": "1234"
}

Response

Success response:
URL of the policy pdf/jpg

{
"file_url":
}

SEND POLICY API

Request

Policy number

 

 

{
"policy_no": "1234"
}

Response

Success response:
message stating that email has been sent to the customer

Failure response:
message stating that we are facing some technical issues, unable to send email

Success:
{
"response": "success",
"response_message": "Email has been sent to your registered email address",
}
Failure:
{
"response": "failure",
"response_message": "Currently, we are facing some technical issue. Please try again later.",
}
Pre-Built Integrations

Pre-built Integrations 

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