Agent's Resource Guide to Chatbots
An Agent's Resource
Guide to Chatbots
Updated January 2021
This guide walks your agency through the important advantages of having a chatbot and how it can lead your agency to greater change. Chatbots offer unlimited potential to customers while online.
Unlock the secrets behind chatbots to help further your agency for the future. Read An Agency’s Resource Guide to Chatbots to learn more about these evolutionary assets.
- Executive Summary
- Chatbot Overview
- Current Uses in IA Distribution
- Current Hurdles for Agent Implementation
- Agency Benefits
- Agency Considerations
Strategic, and Before Purchase
- Types of Chatbots
- Features, Considerations, Selecting a Vendor
- Resources, Additional Insights
Demo Conversational Chatbots
Golf Cart Insurance Advisor
This program asks questions and then suggests to the consumer whether they may need to buy additional coverage. Final review provides links to get instant quotes and even buy coverage online.
Rental Car Waiver Insurance Coverage Advisor
This program asks the customer questions to determine suggestions on whether the insured should buy Collision Waiver insurance from the rental car company.
Homeowner Renewal Review
This is a sample of a renewal questionnaire to send to existing customers. It is aware of the device it is opened on and reformats the screens accordingly. As a result, on average over 16% of emails are resulting in completed responses.