If you’re a business that offers financial services (Finserv) like loans and mutual funds, then you may often receive questions on your policy details, claim requests, quote requests, etc. With the Finserv bot template, you can automate handling these requests and provide a callback option when customers request more details. 

Depending on the kind of services you provide, you can tweak the Finserv bot template to suit your needs. For example, you can modify existing flows, add more dialogs depending on your use case, use the Answers module for handling FAQs, and more. You can also customize your bot to match your brand and deploy it on the self-service widget. 

The finserv bot template covers the most common flows for the following services:

  • Life Insurance

  • Vehicle Insurance

  • Home loans

Let’s look at each of these in detail.

Life Insurance: 

Explore plans: You can list all available plans as a carousel that customers can browse through and get a quote for. Fetch basic details like

  • The Insured’s name 

  • Date of birth

  • Gender 

  • Policy term

  • Payout period

  • Annual investment amount

You can then redirect customers to a PDF or your website from where they can get their quote or view related products/services. 

Update profile: You can let customers update their profiles by redirecting them to your login page.  

Vehicle Insurance:

New insurance: Enable new customers to apply for new vehicle insurance by providing options for both 2- and 4-wheelers. Fetch basic details like

  • Vehicle number

  • Vehicle make

  • Vehicle model

  • Zipcode

You can fetch their email address and send the quote.

Initiate a claim: Enable your existing customers to initiate a claim through your website for damages incurred. You can fetch details like

  • Type of damage

  • Incident description

  • Incident location and date

  • Ownership document

You can then schedule a callback option to fetch further details.

Track a claim: Enable customers who have filed a claim to track their claim status. You can fetch their claim number and display the status.

Home loans:

Check home loan eligibility: Enable customers to check their loan eligibility by fetching basic details like

  • Current city

  • Date of birth

  • Monthly income range

You can then redirect them to an agent for further consultation.

Check home loan application status: Enable customers who have applied for a loan to check their application status by fetching their phone number and loan application number. 

Home loan EMI calculator: Enable customers to find out their home loan EMI by fetching details like

  • Total loan amount

  • Loan tenure

  • Interest rate

You can also display an option for customers to update their profile online or talk to an agent to get further loan details.


The following are to be considered if you’re deploying this bot template for your business:

API Library: The default API endpoints that come with the template are dummy. Make sure to remove the dummy URLs, response parameters, payload content, and update the API library with your business’ APIs.

Placeholder: Responses in the bot flow are static because no placeholders were used. Depending on whether responses to the questions are fetched from an external source (through APIs), make sure to replace the dummy static responses with placeholders of the response parameters.

Authenticating using OTP: All the relevant flows, by default, have the native OTP authentication enabled for ensuring secure transactions/conversations. To use the native OTP auth functionality, read this article.