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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!

Integrations

templates landbot logo sengrid

SendGrid

templates landbot logo zapier

Zapier

Key features

landbot features list check

Ask multiple questions in one go

landbot templates key features list

Track the conversion of the leads with goals

landbot features list check

Save prospect's data to your favourite CRM

landbot features list check

Notify your agents via email with the user's data

Drag, drop and launch within minutes...

mobile chatbot builder landbotlandbot templates chatbot builder
landbot templates conditional flow
Conditional logic flow

Create personalized experiences with rules, conditions, keywords or variables based on user data.

landbot templates multi purpose question
Multi purpose question blocks

Ask questions & collect info from visitors with zero friction. Choose from over 14 question blocks.

landbot templates interactive media blocks
Interactive media blocks

Engage users in multimedia conversations with GIFs, images, videos or even documents.

landbot templates reusable bricks
BRICKS - REUSABLE BLOCKS

Convert parts of your chatbot flow into reusable blocks & reduce development time by over 90%.

Why use a lead generation template?

landbot templates - go live in minutes

GO LIVE IN MINUTES

Save development time & cost with chatbots developed by conversational design experts to boost conversion.

landbot templates - customisable design

100% CUSTOMISABLE DESIGN

Customize any element including backgrounds, fonts, colors, buttons or choose from predefined designs.

landbot templates - embed bot

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.

landbot templates - app integrations

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

landbot templates ratings g2
g2 stars landbot

"A path to automation with GPT enhancements!"

Michael R
Michael R

Business Owner

g2 stars landbot

"Boosted my lead generation results"

Guilherme L
Guilherme L

Growth Hacker - SMBs

g2 stars landbot

"A great way to get more from each lead"

Juanjo S
Juanjo S

Owner - Small business

g2 stars landbot

"Great way to get engagement on a survey."

Peter J
Peter J

Chief Technology Officer

g2 stars landbot
"Start your WhatsApp communication in no time"
Amin M
Amin M

CTO

g2 stars landbot
"Landbot's by far the best User Interface to build chatbots."
Alisa B
Alisa B

Chatbot Developer

g2 stars landbot
"The best chat service for small businesses, hands down"
Sam R
Sam R

CEO - SMB

g2 stars landbot
"Integrations with other apps is a huge upside"
Tom
Tom

Co-Founder

Here’s what people say about us

landbot templates g2 star ratings
g2 stars landbot

"A path to automation with GPT enhancements!"

Michael R
Michael R

Business Owner

g2 stars landbot

"Boosted my lead generation results"

Guilherme L
Guilherme L

Growth Hacker - SMBs

g2 stars landbot

"A great way to get more from each lead"

Juanjo S
Juanjo S

Owner - Small business

g2 stars landbot

"Great way to get engagement on a survey."

Peter J
Peter J

Chief Technology Officer

We’ve got you covered with answers!

Frequently asked questions

landbot templates FAQs

What’s a Landbot chatbot template?

There are three ways to go about building a conversational app with Landbot:‍

- Do it all from scratch but still without coding

- Use only a few pre-made elements (bricks)

- 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.