Company background
An insurance company offers customizable products to meet customer needs and provides modern, up-to-date services for the convenience of customers in obtaining insurance.
Prior condition
- Previously, insurance marketing agents obtained information regarding customer policy status, insurance application letters, customer payment information, and other details by sending emails to the Customer Service department.
- This method was deemed inefficient and time-consuming, burdening the Customer Service team’s workload.
Objectives to achieve
- Assisting insurance marketing agents in conveniently and effectively obtaining information about customer policy status, insurance application letters, customer payment information, and other details.
Implemented solutions
The implementation of ARSI Smartbot on the company’s website, mobile application, and WhatsApp channel ensures seamless access for insurance marketing agents. Agents no longer need to send emails and wait for responses from Customer Service. With the chatbot, the required information can be obtained quickly and instantly.
Goals achieved successfully
- With the chatbot providing quick responses and easy access, this brings forth a new way for insurance marketing agents to access customer information.
- Supported by three channel options, insurance marketing agents have various choices to access the information they need.
- The chatbot also helps to ease the workload of the Customer Service team.
