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.

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.