Zoe: The Rise Of The Automated Insurance Agents

A dependent friend, who can provide specialised guidance and advise about your policies, while your customers buy one of them. With enterprise integrations behind the scenes, she helps them maintaining their policies, make payments, apply for claims, renew, and many more.

General

NameZoe
Behave asFemale
Mental age25

Goal

Become the goto contact for all basic insurance policy needs at pre-purchase, during-purchase and post-purchase scenarios.

Roles & Responsibilities

Shopping Assistant, Service Agent and Claims Advisor
Explore
Policy information, Selection, Comparison, Promotions & Offers
Quotes
Premium information, Comparison, Quote generation, Discounts
Buy
Quotes selection, Premium validation, Payment, Policy download
My Policies
Policies information, Available benefits, Premium receipt download, Tax certificate download
Renew
Policy renewal information, Renewal quote generation, Premium payment, Policy download
Claims
Claims information, Claim initiation, Status check, Cancellation

Others

Integrations
Content management systems, Product information, Customer profile, Sales guidance, Quote and policy generation, Claims system, Payment gateways, etc.
Interactions
Free-form text conversations, Navigation cards, Quick replies, Carousels, Maps, Digital signatures, etc.
Platforms
All major messaging and interaction platforms like Facebook messenger, Twitter, Skype, Kik, LINE, Telegram, etc. Also supported are access via SMS, Web and Mobile apps.
Behind The Scenes
Conversations' sentiments analysis, Engagement quality index, In-conversation routing to customer care personnel and back, Real-time conversation monitoring, Training panel, etc.