Page 20 - EBOOK ON AI TOOLS FOR INSURANCE

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USE CASES

Collecting Feedback or

Claim Details

Example: After a claim settlement, the bot

sends a feedback form to the client. Or it
collects hospitalization details from a client to

initiate a claim.

WhatsApp API

Integration

CRMs integrated with WhatsApp API allow
bots to function through WhatsApp—India's
most used communication app. Clients can:

Get instant policy links

Ask coverage questions
Receive auto-reminders for renewal

HOW IT WORKS?

Choose a CRM platform that supports chatbots

and WhatsApp API (e.g., Zoho, Freshchat, Interakt)
Configure workflows and auto-responses for

common insurance interactions

Train the bot with basic insurance knowledge
(coverage, claims, quotes)

Integrate your CRM with WhatsApp Business
Monitor performance, collect feedback, and

update responses regularly