AI Chatbot — Insurance Broker

Challenge

An insurance broker received many daily customer inquiries by phone and email — predominantly on recurring topics such as appointment scheduling, status checks, and frequently asked questions. The team was increasingly stretched thin.

Solution

An AI-powered chatbot for clearly defined standard inquiries: appointment booking, status information, and FAQ responses. For complex or advisory matters, the bot consistently hands off to a human advisor. The bot does not replace expert consultation but relieves the initial point of contact.

Technology Stack

Results