Lead Generation - Insurance template
This template allows potential customers to request your insurance plans.
About this template
About this WhatsApp Chatbot template
Generating new insurance leads is a challenge. In the insurance industry, one of the top goals for salespeople is to close their deals quickly. It takes hours to sit down with a customer and ask them all the necessary questions, and then more time to put together an insurance plan. That's a lot of wasted time.
Your customers are busy, and it's in your hands to make sure they get a hassle-free experience with you right from the start. A chatbot can streamline this process by taking the information from customers and quickly compiling it into a finished plan.
This template is designed to give your customer all the details upfront and allow them to request a policy online instantly while also saving your agents time. Save your clients' data directly into your favourite CRM, notify your agents via email when you get a new lead, analyze how your bot is performing to better understand where users struggle and analyze your conversion rate at any time!
Use cases
Integrations
SendGrid
Zapier
Key features
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Ask multiple questions in one go
Track the conversion of the leads with goals
Save prospect's data to your favourite CRM
Notify your agents via email with the user's data
Drag, drop and launch within minutes...
Create personalized experiences with rules, conditions, keywords or variables based on user data.
Ask questions & collect info from visitors with zero friction. Choose from over 14 question blocks.
Engage users in multimedia conversations with GIFs, images, videos or even documents.
Convert parts of your chatbot flow into reusable blocks & reduce development time by over 90%.
Why use a lead generation template?
GO LIVE IN MINUTES
Save development time & cost with chatbots developed by conversational design experts to boost conversion.
100% CUSTOMISABLE DESIGN
Customize any element including backgrounds, fonts, colors, buttons or choose from predefined designs.
EMBED BOT IN MULTIPLE WAYS
Share a full page chatbot link or simply embed it in your website as a popup modal, live chat bubble or use iframe.
pRE-SET APP INTEGRATIONS
Sync data in realtime across leading apps with ready to setup integrations available in each chatbot template.
Here’s what people say about us
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"It's versatile and easy to use. One of my favourite tools."
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Graphic Designer
"The perfect tool for professional communication"
Information Technology Operations Specialist
"Most powerful chatbot builder on the market"
Founder & CEO
"Landbot helps us capture high quality leads."
Growth Manager
"It allows to create bots for Facebook, Web & WhatsApp"
MarTech Director
"Great way to create friendly, sophisticated quizzes"
CEO - Small business
"Great way to get engagement on a survey."
Chief Technology Officer
"Best interactive experience "
Community Experience
What’s a Landbot chatbot template?
There are three ways to go about building a conversational app with Landbot:
1 - Do it all from scratch but still without coding
2 - Use only a few pre-made elements (bricks)
3 - Pick and customize a pre-designed template
There’s no need to reinvent a flow if our conversational experience designers already built a chatbot template for your use case. Before committing to a free sign up or a specific template, you can always use the preview function to try out the end-user experience. When you do load your chosen template, you’ll see the conversational flow all set up for you with guiding notes when needed.
All you have to do is customize the content inside the flow that’s already there. Edit the text, images, gifs, and links in the blocks so they fit your brand and product!
Do I need to pay to use these bot templates?
The vast majority of the templates (around 90%) are free and will remain free after the free trial ends.
Do I need any coding skills to use these templates and launch a bot?
No, you don’t need coding skills. Landbot is a visual no-code builder with a friendly interface that allows for a quick learning curve.
Can I integrate this bot with external applications?
Yes, Landbot offers a wide variety of out-of-the-box integrations such as Google Sheets, MailChimp, Salesforce, Slack & Email Notifications, Zapier, Stripe, etc. The Professional plan also offers a no-coder-friendly option to set up API webhooks with pretty much any tool or software.
How quickly can I publish my bot using a template?
Launching a bot using a template will take only few minutes. It depends on the amount of customization you plan to put into your chatbot.
Is it possible to create quick answers or buttons on WhatsApp for faster navigation?
Yes, with the Reply buttons feature you can create up to 3 buttons in a WhatsApp bot for quick replies, saving time and effort to the user of the bot. For more than 3 buttons, you can utilise the Keyword Options block to give a list of options and trigger keywords typed by the user.
What's the pricing for the WhatsApp chatbot? How many chats does it include?
The pricing depends on a few factors such as volume of monthly chats, number of agents, and more. Our most popular WhatsApp Pro plan starts at €200/mo and includes 2,500 chats per month. Extra chats beyond that have an additional cost. For large businesses looking for higher volumes, we offer custom plans as per requirements. Please check our pricing plans for more details about the benefits and features included.
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