Smart Skill: Insurance

Request Policy Copy

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

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Capabilities
API
Pre-Buit Integration
Available on Channels

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

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.

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.