Smart Skill: Insurance

View Maturity Statement

This Smart Skill will help the users retrieve their policy maturity statement.

maturity statement

Capabilities

  • The IVA will be equipped to the share the maturity value with the user.
  • 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 maturity value is required.
  • The IVA will display the maturity value to the user in text format or in a pdf/jpg format via the GET MATURITY VALUE API.
  • The IVA can also email the maturity value to the registered email address via the SEND POLICY STATEMENT API.

APIs Needed

GET POLICY API

Request

Unique Account ID of User

 

 

 

{
"account_id": "1234ABCD",
}

Request

Success:
Maturity Value of Policy

Failure:
Invalid User ID
Invalid Policy ID

{
"policy":[
{
"policy_name": "Term plus",
"policy_no": "1234"
},
{
"policy_name": "Wealth plus",
"policy_no": "2345"
}
]
}

GET MATURITY VALUE API

Request

Unique ID of User
ID of Policy

 

 

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

Request

Success:
Maturity Value of Policy

Failure:
Invalid User ID
Invalid Policy ID

{
"maturity_value":"2323"
}

SEND POLICY STATEMENT API

Request

Unique ID of User
ID of Policy

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

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.

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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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