Policy Consultation Booking Bot for Insurance Agencies
A prospect who already knows which plan they want messages "book consultation" — the bot lets them pick the plan type, collects date, time and contact details, locks a calendar slot, and reminds them before the appointment.
Build it as a Manual Bot
A straight, no-branch chain: plan-type selection, date and time collection with validation, prospect details, a calendar hold, tagging, advisor routing, a confirmation template, and a timed reminder before the consultation.
START
Trigger
Keywords (Required)
book consultation
talk to advisor
insurance quote
schedule call
4 keywords
List
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Which plan would you like to discuss?
37/1024
List Items (Max 10)
Term Insurance
14/20
Health Insurance
16/20
Car Insurance
13/20
Two-Wheeler Insurance
21/20
Date Input
Prompt (Required)
Preferred date? (DD/MM)
23/1024
Invalid Message (Required)
That doesn't look like a valid date. Please try DD/MM.
54/200
Time Input
Prompt (Required)
Preferred time slot? (e.g. 5 PM)
32/1024
Text Input
Prompt (Required)
Full name?
10/1024
Variable Name (Required)
prospect_name
13/60
Phone Input
Prompt (Required)
Contact number for confirmation?
32/1024
Google Calendar
Event Title (Required)
{{plan}} Consultation — {{prospect_name}}
41/100
Calendar (Required)
Connected: Google Calendar
26/100
Set Tag
Tag (Required)
consultation-scheduled
22/60
Team Assignment
Assign To (Required)
Insurance Advisor
17/100
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
You're confirmed! We'll also send a reminder 1 hour before your consultation.
77/1024
Wait
Wait Until (Required)
1 hour before the consultation
30/100
Template
Template Name (Required)
consultation_reminder
21/100
Advanced settings
Build it as an AI Agent Bot
The assistant handles plan-comparison and documentation questions in one continuous conversation, then still confirms a real calendar slot.
Insurance Agencies
Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.
Which fits this use case?
Frequently asked questions
Build this bot for your business
Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.
Start Free Trial →Ready to get started?
Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.
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