Page 22 - EBOOK ON AI TOOLS FOR INSURANCE

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SAMPLE USE CASES IN

INSURANCE OFFICES

Customer Service (CRM Chatbot): A new customer messages
the agency on WhatsApp asking for a fire insurance quote.

The CRM chatbot fetches 3 options with add-ons and shares

them instantly, no wait time or manual lookup needed.

Team Coordination (Notion AI): The underwriting team uses
Notion AI to document product comparisons and regulatory

changes. Instead of preparing memos manually, summaries

are generated instantly from uploaded PDFs.

Client Education (ChatGPT): A sales advisor uses ChatGPT to
prepare a 3-slide summary explaining why critical illness

riders are essential, customized to a 35-year-old salaried

customer.

Post-Webinar Follow-up (Grammarly + ChatGPT): After
hosting a webinar, the team uses ChatGPT to create a follow-

up summary, and Grammarly to edit the thank-you email

before sending it to participants.

Lead Generation Support (CRM Chatbot + WhatsApp API):
During a campaign, leads message “TERMPLAN” to a

WhatsApp number. The CRM chatbot responds with a form

link and schedules a callback with an agent based on

available slots.