Policy Enquiry Lead Qualification Bot for Insurance Agencies

Build it as a Manual Bot

Branches at the first question — Life Insurance collects a plan type and age, Vehicle/Health Insurance collects its own plan type and coverage need — both paths reconverge at consultation scheduling, tagging and advisor routing.

Build it as an AI Agent Bot

The assistant handles coverage, premium and claim-process questions in whatever order a prospect asks them, while still gathering the same qualifying details a manual flow would collect.

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Insurance Agencies

Online

hi need term insurance, im 30 years old10:01 AM

Great age to start — premiums are lowest when you're younger. What coverage amount are you thinking, roughly?10:01 AM

maybe 1 crore10:01 AM

For a 30-year-old non-smoker, a ₹1 crore term plan for 30 years typically runs ₹800-1,200/month depending on the insurer and any add-ons.10:01 AM

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.

▶ Test AI Agent

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