Revolutionizing Insurance Sales: A Deep Dive into Design, Development and Deployment of Intelligent AI



Jimmy Padia

Founder & CEO - Floatbot.AI


Ben Bloch

Sales Enablement Leader - CXDigit


Chris Webber

Growth Leader - CXDigit


Nick Dave

Sales Manager - Floatbot.AI

Watch Webinar

Watch an insightful webinar as we unravel the transformative power of intelligent bots for insurance sales. In today's fast-paced digital landscape, staying ahead requires innovative solutions, and intelligent bots are proving to be a game-changer.  

Learn from our speaker's guidance on intricacies of developing, implementing, and deploying intelligent bots specifically for insurance sales processes. Discover how these bots are reshaping customer interactions, streamlining operations, and driving unprecedented efficiency in the insurance industry.  

Key Topics Explored:  

  1. Discover Business Process/Use Case Get insights on how to evaluate Customer Journey - planning matrix using Workflow & Script, how to assess business value and business alignment, accurately measure technical complexity, scope of effort and estimate effort, other requirements for project fulfilment.  
  2. Determine User of intelligent bot Understand how to segment customers based on their requirements and expectations, agent/underwriter, requirement of fall-back to live chat, functionality to access to specific information from the bot. 
  3. Evaluate Form factor (with or without GenAI) Precisely choose from the type of bot that fits your business, on which channels to be deployed, whether it should support voice or not.