from Twin, version 1.0, updated 4 months ago
The GPT-based insurance consultant automates customer communication — helps clients explore insurance options (car, property, health), answers questions, provides pricing details, and assists in selecting the right policy. The bot also collects customer data and sends booking requests to an administrator.
How it works:
✅ Follow the setup instructions inside the scenario
✅ Connect the bot to a website widget, messenger, or social media platform
✅ Start the conversation
Bot features:
🔹 Answers FAQs about insurance — car, property, health
🔹 Provides details about coverage and pricing options
🔹 Helps customers choose the right insurance plan
🔹 Records customer details:
— Name (required)
— Phone number (required)
— Selected insurance type
— Preferred time for appointment
🔹 Sends collected information to the manager for confirmation
Why use it?
✔️ Increases the number of insurance inquiries and bookings without administrator involvement
✔️ Automates consultations — saves staff time
✔️ Eliminates errors in customer requests
✔️ Operates 24/7 — ensures no lost leads outside working hours
Important!
The bot works as a standalone solution and does not require integration with other scenarios. Integration with CRM systems is possible but not included by default. To launch, download the bot to your personal account. A detailed guide is available inside the scenario.
