Insurance quote qualifier flow template

How the conversation runs

1. Bot sends

   Hi {{name}}! 🛡️ We'll get you the best rates. What would you like to insure?

   CarHealthTravel
2. Bot asks & saves the answer as {{quote_details}}

   Car make, model and year?
3. Bot asks & saves the answer as {{quote_details}}

   Who's it for, and age(s)?
4. Bot asks & saves the answer as {{quote_details}}

   Destination and travel dates?
5. Tags the contact insurance-lead for future campaigns
6. Tags the contact insurance-lead for future campaigns
7. Tags the contact insurance-lead for future campaigns
8. Hands the chat to your team

   Thanks! Preparing car insurance quotes for {{quote_details}} — comparing insurers now. 🚗
9. Hands the chat to your team

   Thanks! Preparing health cover options for {{quote_details}} — our advisor will share plans shortly. ❤️
10. Hands the chat to your team

    Thanks! Travel cover for {{quote_details}} — quotes coming right up. ✈️

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