Insurance Quote Bot

Upload detailed descriptions of each insurance product you offer: coverage types, typical premium ranges, deductible options, coverage limits, and exclusions. Include your claims process documentation, required documents for each claim type, and processing timelines. Write content that explains insurance concepts in plain language — deductibles, premiums, co-pays, and coverage gaps confuse most consumers, and clear explanations build trust.

Structuring the Quote Request Flow

Design the AI conversation to collect information progressively based on coverage type. For auto insurance, collect vehicle year, make, model, driving history, and current coverage. For home insurance, collect property type, square footage, year built, and security features. For life insurance, collect age, health status, coverage amount, and term preference. Use conditional logic in your knowledge base content so the AI asks the right questions for each product line.

Handling Claims and Service Questions

Create separate content sections for existing policyholder questions versus new prospect inquiries. Policyholders asking about claims, billing, or policy changes need different handling than prospects requesting quotes. Instruct the AI to identify whether the visitor is an existing customer or a new prospect early in the conversation. For claims, provide step-by-step filing instructions and required documentation lists. For billing questions, direct to the customer portal while answering general policy questions inline.