Client service · Live demo
Policy questions chat
Answers everyday policy questions from clients on the website in English or Spanish, and hands coverage questions to a licensed agent.
Talk to Carmen at Redbarrow Insurance Group
Redbarrow Insurance Group is made up. Carmen is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Office and fleet managers have simple questions, like how to add a driver or get proof of cover, and they ask them after hours and in their own language. The service team's phones are busy with the same questions all day.
How it works
- Answers from the brokerage's own FAQs and service guide, by chat or voice
- Switches to Spanish, or another language, as soon as the client does
- Explains how to add drivers and vehicles, get certificates and report a claim
- Never says what a policy covers or what a change will cost, and books a licensed agent instead
- Books the call with an agent who speaks the client's language where possible
What it connects to
- ClientHola, ¿cómo agrego un nuevo conductor a nuestra póliza de flotilla? Lo acabamos de contratar.
- Agent[In Spanish] Congratulations on the new hire. A licensed account executive adds drivers once the insurer has checked their driving record, and tells you about any change in price first. May I have your first name?
- Client[In Spanish] Rosa. Will our premium go up a lot?
- Agent[In Spanish] Thanks Rosa. That depends on the insurer and the driver's record, so only a licensed agent can give you the figure. Luis Ortega speaks Spanish and has Wednesday at 10am free. Shall I book it?
- Client[In Spanish] Yes, please.
- Agent[In Spanish] Done. Please upload the new driver's license through the client portal before the call, and Luis will go through the options with you.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Quote enquiry line
Answers quote calls and website chats from businesses, gathers what a producer needs to take the account to market, and books the call.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
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