WhatsApp chatbot template: insurance quote request
The constraint shapes the whole flow: a bot must not give advice or imply a price it cannot honour. So it collects exactly enough to quote and gets out of the way.
The goal
Collect quotable information without straying into advice.
The flow, node by node
- Send message
Set the boundary immediately
I can collect the details an adviser needs to quote. I cannot give advice or confirm a price — an adviser will do both.
मैं वे विवरण ले सकता हूँ जो सलाहकार को कोटेशन के लिए चाहिए। मैं सलाह या कीमत की पुष्टि नहीं कर सकता — वह सलाहकार करेंगे।
- List menu
Type of cover
Motor, health, term, travel, property. Each one needs a different set of questions after this.
- Condition
Branch by cover type
Do not ask motor questions of someone wanting health cover. This is the branch that makes the flow feel competent.
- Ask a question
Collect the two or three essentials
Registration and year for motor; ages and members for health. Only what is genuinely required to quote.
- Ask for a file
Ask for the existing policy, if any
A photo of the current policy answers half the remaining questions and is easier than typing them.
- Set attribute
Record cover type and details
So the adviser opens a quote request, not a blank conversation.
- Send message
Say what happens next, with a timeframe
Thanks. A licensed adviser will come back with options within one working day.
धन्यवाद। एक लाइसेंस प्राप्त सलाहकार एक कार्य दिवस में विकल्प भेजेंगे।
- Hand off to a human
Route to a licensed adviser
Always. There is no branch of this flow that ends without a person.
Where this usually goes wrong
- Letting the bot indicate a premium. Even a range reads as a quote, and you will be held to it.
- Asking fifteen questions. Collect enough to quote; the adviser can collect the rest on a call people have already agreed to.
- No stated timeframe. "Someone will contact you" is why people request three quotes elsewhere.
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