A mortgage is a massive financial commitment, so your customers need to know how much it’s going to cost - and you’ll always be here to help as the mortgage sales professional. The bot allows homebuyers to utilise a mortgage calculator and view the amortisation of a home loan.
Template Details
Made by
Team Engati
Category
Finance
Winner - Best Artificial Intelligence Driven Technology Solution
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Generate and share a quote by integrating the bot with cloud-based or on-premise legacy systems
Engage with customers, convert buyers into more clients and closing more deals.
Collect payment via Stripe integration, a PCI DSS compliant payment gateway, in case of prepaid orders
Prebuilt templates that can be easily customized to your needs
Stay on top of your customer conversations with our real-time analytics dashboard
Onboarding and deploying the bot is a breeze
Go omnnichannel with conversations across 15+ channels in one view
TMNF’s secret to delighting customers: Tokio
Challenge
TMNF needed a solution to reduce customer wait times and attend to customer queries coming from multiple channels.
Solution
The bot provides quotes, renews a policy, reviews claim status,and answers FAQs round the clock. It fetches user information and can be deployed across 14 channels.
71%
Queries that were answered by the bot
78.50%
Visitors converted to MQLs
Engati Chatbot not only works for general FAQs but also serves as a selling channel for us.Through our website we are now offering insurance purchase and support. A majority of our customers are being served by the bots. So this is not just serving general FAQs but also serves as a selling channel for us which is going well.
I have found that the Engati product delivers all we need and more.We believe it will be a great platform to build with and grow with, as we see bots, both external facing and internal facing, as a growing requirement.
Select an option on how Engati can help you.
I am looking for a conversational AI engagement solution for the web and other channels.
I would like for a conversational AI engagement solution for WhatsApp as the primary channel
I am an e-commerce store with Shopify. I am looking for a conversational AI engagement solution for my business
I am looking to partner with Engati to build conversational AI solutions for other businesses
How many customers do you expect to engage in a month?
We will be shortly getting in touch with you.
