Join 100+ happy customers and partners worldwide using Floatbot

Pimpri Chinchwad logo Lifecell logo African development bank logo Oracle Payworld logo Five9 Alsafi logo
Ameyo Finastra Sword Andhra Bank logo Infosys CESC logo Zendesk


insurance application
<5% Digital Sales


insurance sales advisor
+150% Digital Sales



Insurance Sales Advisor

Floatbot is the most Innovative and Comprehensive Conversational Bot that increase Digital Sales with near to zero human interference

Verify Mobile no or Email

Apllication Journey

Robo Advisor

Resume Application

Verify and Pay

Renewal Reminder

Omni Channel

Automate Customer Support



phone number verification

Email or Mobile verification

As a first step, Floatbot verifies the email or mobile number of the user using OTP. This is optional, but we highly recommend it. This allows us to generate verified lead and also outreach, remind and engage users if they drop-off after initiating a journey. After verification, User automatically logs in and continue journey exactly from they dropped-off

Application journey

Upon authentication Conversational bot initiates the Sales application journey. Users can reply through chat or voice input. Floatbot has rich widgets to optimize the Sales journey. Floatbot is compatible with 100+ languages.

insurance application journey
robo advisor

Robo advisor

At any point during the application journey, the user has the option to ask questions, Floatbot’s AI is smart to understand that instead of the user answering application questions, the user has asked a question. Floatbot’s AI Robo advisor will answer the question and insists to resume application journey. With web forms, users don’t have the option to ask any questions. Floatbot’s Robo advisor can answer queries related to policies, medical tests, premium plans, etc.

Resume application from any channel

Floatbot has AI automated engagement module, to remind a customer to resume the application if they drop-off. Reminders can be sent to multiple channels such as outbound calls, WhatsApp, SMS/Text. Reminders will be personalized based on the last question or milestone in the application journey.

Floabot is truly omnichannel, the application can be resumed from any channel irrespective of the channel it got initiated.

resume application
review application & payment

Review application and pay

As the last step of the application journey, users can review the application, make the edits, agree to terms and conditions. Post review, users will be prompted to pay for Insurance with a pre-integrated payment gateway.

Renewal, payment reminders

With the engage module of Floatbot, automated outbound calls or messages can be sent on WhatsApp or SMS or Email for reminders of renewal of Insurance policy. These outbound calls or messages will be personalized to the user’s policy.

payment reminder


Floatbot is truly Omni-channel. User can start application journey from Web and continued from WhatsApp or Email or SMS/Text or Vice Versa. The same applies for renewal and support.

Automate customer support

Floatbot also automates customer support for Insures either along the sales journey or renewal journey or for inbound calls or queries. Floatbot can automate customer support through its omnichannel Chatbot or Voicebot integrated with the contact center. Floatbot has pre-integrated with insurance systems, trained knowledge-base with 1000’s of contextual questions, and AI rules required for Digital sales of Insurance and Customer support.

automate customer support

Need help?

Speak to our expert and understand how Floatbot can increase your
digital sales and why investment in Floatbot pays-off