“Premium for your policy is due on the 19th”
Proactively capture leads and engage customers!

See It In Action


The insurance industry is the friend that comes to people’s aid in bad times of their life and proves to be nothing less than a hero for them. However, due to the sector’s slow intake of digital initiatives and preference of feet on street in terms of sales plan of action, the industry struggles to reach its potential audience leading to low lead generation figures.

In such a scenario giving users a touch of personal attention on website, social and online market can be a game changer for the sector and the marketer in-charge.

Some of the grey areas that Surbo can help the Insurance Sector with are mentioned below:

Lead Generation

As soon as a user initiates a chat with the bot, it could ask the user a series of questions to ascertain the user’s intent and help the brand generate a potential lead.


All first level customer support queries that can be answered basis a script can be answered by the bot.

File A Claim

The user can file a claim by chatting with the bot and upload supporting documents in the flow of the chat to process his claim.

Buy and Renew

The bot can prompt the users during an interaction to buy or renew their existing policy. Purchase decision can be made after analyzing which of the option, they find best suitable for their needs. This entire journey can be covered by the bot, where the user only has to be engaged in a chat conversation.

Request Call Back

In case of a complicated query which the bot can’t resolve, the bot will register a call back request and the same will be updated in the backend.



A chatting assistant that takes care of all your Insurance needs. Lead Generation Capture potential customer details and catch up. FAQs Let your encyclopaedia be interactive. File a Claim File claims via chat. Buy and Renew Compare, buy and renew policies. Request Call Back Chat to request a call back.