Insurance claim intake flow template

How the conversation runs

1. Bot sends

   We're here to help, {{name}} — let's get your claim moving. 🤝
2. Bot asks & saves the answer as {{policy_no}}

   What's your policy number?
3. Bot asks & saves the answer as {{incident}}

   Briefly, what happened and when?
4. Bot sends

   Thank you. You'll typically need: • Filled claim form • Photos / reports • Invoices or estimates You can send them right here.
5. Tags the contact claim for future campaigns
6. Hands the chat to your team

   Claim for policy {{policy_no}} registered — your claims officer will take it from here. 📋

Answers marked {{like_this}} are saved on the contact and reusable in campaigns. Unrecognised replies re-prompt the menu instead of dead-ending.

More Finance & Insurance flows