How the Quote AI Assistant Helps
- Engages with potential new customers via web, mobile app, text, or voice.
- Recognizes intent to purchase insurance and guides them seamlessly through the process
- Requests necessary information to tailor insurance quote to the individual’s needs.
- Provides price comparisons and competitive quotes in real time.
- Facilitates the closing of new business and renewals.
How this Helps the Business
- Improves accessibility and convenience for insurance quotes.
- Automates the pre-qualification and quotation process.
- Offers personalized quotes fast and seamlessly.
- Frees agents up to focus on more complex queries.
- Increases conversion rates on insurance quotes.
How this Helps the Customer
- 24/7 availability and access to quotations on their channel of choice.
- More seamless experience in capturing info relevant to insurance needs.
- Receives more personalized and competitive quotes.
- Eliminates the frustration of queuing and hold times.
- Shorter customer journey in purchasing decisions.
Metrics
# requests processed
# quotations sent
% quotations converted
$ amount of quotations closed
time to complete