About the service
I create chatbots that take the most repetitive part of life insurance sales off the manager's shoulders — the first conversation with a client. Instead of a long questionnaire, the bot asks a short sequence of questions itself: age, desired coverage amount, budget, and main goal — is the person saving for the future or wants to protect their family from risks. Based on the answers, the bot filters the product line and shows two or three programs that actually fit, with a clear explanation of why they were chosen.
I build the bot for whichever channel your clients are already on — a messenger or widget on your company's website. The dialogue logic is built either as a decision tree or as a scoring model — depending on how many program options you have. A person who is saving for the future gets different questions than someone for whom protection is all that matters. Each completed dialogue can be passed to a manager or into a table as a ready lead — with the client's answers already attached, so on the first call you don't have to ask basic things again.
What typically goes into the result:
— question scenario for your product line and underwriting rules;
— selection logic based on rules or scoring, tested on examples;
— deployment in a messenger or as a widget on your website;
— lead delivery to manager with full set of client answers;
— simple way to later change coverage amounts and age groups.
I build the bot for whichever channel your clients are already on — a messenger or widget on your company's website. The dialogue logic is built either as a decision tree or as a scoring model — depending on how many program options you have. A person who is saving for the future gets different questions than someone for whom protection is all that matters. Each completed dialogue can be passed to a manager or into a table as a ready lead — with the client's answers already attached, so on the first call you don't have to ask basic things again.
What typically goes into the result:
— question scenario for your product line and underwriting rules;
— selection logic based on rules or scoring, tested on examples;
— deployment in a messenger or as a widget on your website;
— lead delivery to manager with full set of client answers;
— simple way to later change coverage amounts and age groups.