Page 18 - EBOOK ON AI TOOLS FOR INSURANCE

18

CRM CHATBOTS FOR CUSTOMER

INTERACTION AND WORKFLOW

AUTOMATION

Modern CRMs such as Zoho CRM, Salesforce, and

Freshdesk now come equipped with built-in AI-

powered chatbots that transform how insurance
businesses engage with clients. These bots can

automate frontline customer service tasks, reduce

manual effort, and ensure round-the-clock
availability. Integration with platforms like

WhatsApp Business API further expands their reach
and convenience.

Benefits:
Reduces dependency on manual customer

service teams
Enhances real-time customer interaction

Enables lead capture, qualification, and

nurturing without human involvement
Increases service consistency and availability

Frees up human agents for more personalized,

high-impact tasks