Smart Skill: Insurance

View Premium Due Details

This Smart Skill will help the user retrieve the details about their premium.

view-premium-details

Capabilities

  • The user can enquire about premium due details 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 premium due details are required.
  • The IVA will display the policy name, premium due date, premium amount via the GET PREMIUM DETAILS 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"
}
]
}

GET PREMIUM DETAILS API

Request

Policy number

 

{
"policy_no": "1234"
}

Response

Success response:
Display the policy name, premium due date, premium amount

{
"policy_name": "Term plus",
"premium_duedate": "12-09-2020",
"premium_amount": "7500"
}
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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