Smart Skill: Insurance

Request Premium Deposit Receipt

This Smart Skill will help the user request for issuance of the premium deposit receipts.

premium deposit receipt

Capabilities


  • The user can raise a request for a premium deposit receipt 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 deposit receipt will get triggered.
  • The IVA will display the premium deposit receipt to the user in a pdf/jpg format via the GENERATE PREMIUM DEPOSIT RECEIPT API.
  • The IVA can also email the premium deposit receipt to the registered email address via the SEND PREMIUM DEPOSIT RECEIPT 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 PREMIUM DEPOSIT RECEIPT API

Request

Unique ID of User
ID of Policy

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

Response

PDF/IMG of Premium Deposit Receipt

 

{
"premium_deposit_receipt_url":""
}
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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