Retirement Plan Chatbot

Deploy Retirement Plan Bot on insurer site to offer every senior citizen an opportunity to protect them from any uncertainties and to secure their financial future. Chatbot will help policyholder compare different pension plans, calculate premiums, send automatic payment reminders so that they can enjoy steady income after retirement.

Popular Chatbot Templates for Insurance Industry

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Policy Advisor

Policy Advisor

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AI Enabled Enterprise Chatbot Platform

Deliver the perfect message everytime

82%

Better conversion rate when visitor chat on website

Accelerate revenue with chatbots

23%

Gain 23% more qualified leads with email & sms OTP verification

Fast track your sales with inbuilt business intelligence

55%

Achieve 55% - 200% more customer interaction on your website

Know when qualified leads are browsing your site—even if they're anonymous

100%

Automate upto 100% recurrent task like order processing, receiving feedback & answering FAQs

Build contextual & personalized experience that stands out

Why Frontman AI?

Third Party Integrations

Securely integrate work apps with Frontman and enable seamless services to the end-users.

User Verification via OTP

Get real-time genuine leads, validate user credentials via OTP sent to Email/number.

Targeted Teaser Messaging

Grab the visitors' attention with pre-welcome messages as they land on your website.

Book Meeting on Google Cal

Schedule a meeting and share the joining details on users' Google Calendar as a souvenir.

Fetch Geolocation in One Click

Ask users' geolocation in just one click, and enable hassle-free delivery of services.

Conversational Landing Page

Spin conversational landing pages, get out of box higher conversion rate and boost the yield of PPC campaigns.

Behavioural Targeting

Start a specific conversation with the users based on their choices and interaction pattern.

Conversion Optimization

A/B test the conversation on the varied group of visitors and optimize the flow based on user input.

Audience Manager (Mini CRM)

Get hands-on real-time user information and decode the visitors' interaction pattern.

Advance Reporting & User Tracking

Get the insights of users preferences and understand the trends of the market.

Context Aware Conversations

Make sense with Instinct AI, interpret the user input, save context and reply accordingly.

Click To Conversation

Transform story block into a CTA. Start a specific conversation as a visitor clicks on them.

Plug & Play Dialogue Engine

Easy-to-deploy and Easy-to-use. Install Frontman and get started with conversational LEGO-styled cards.

Inpage Conversations

Embed Frontman anywhere on a webpage and start instant conversation with visitors.

Plug-Play-Park Chatbot Anywhere

Customize the Frontman's look & feel Story builder is your creative hub for building interestingThe analytics dashboard in the Frontman gives the power to get valuable insightsAudience manager is the information collection centre holding vital informationThe publish section let you install the Frontman
AI Enabled Chatbot Platform
  • Style
  • Story Builder
  • Instinct AI
  • Analytics
  • Audience manager
  • Publish

Style

Customize the Frontman's look & feel to enable your customers to get things done fast, with intuitive applications and brand personification

Frequently Asked Questions

✔ What is Retirement Plan Chatbot?

Retirement plan chatbot is a conversational assistant programmed to converse with the insurance buyers and help them get the best retirement plans tailored as per their necessities. By answering the monotonous queries of the buyers, a chatbot can understand their requirements and can recommend services accordingly.

✔ What are the Benefits of Retirement Plan Chatbot?

With the rise of virtual assistants, now human agents don't have to answer the same queries again and again. Instead, by deploying Retirement Scheme chatbot, insurance providers can automate the tedious inquiries of the buyers. A chatbot can also filter out complex queries and send them to the human counterparts for better resolution. The mixed support of chatbot and humans enhances the user experience while also speeds up the customer acquisition process.

✔ Can I collect KYC details via Retirement Plan Chatbot?

Yes, by utilizing the File Upload feature of the User Input card, you can collect KYC documents, PDF, videos, and images from the insurance buyers.

✔ What are the Features of Retirement Plan Chatbot?

AI chatbots can transform the way people used to search for retirement plans. It can enable human free customer support services to the end-users. Based on the queries of the Insurance Buyers, it can also suggest them a suitable policy, assist them in comparing different schemes, calculate premiums on plans, and send payment reminders to the customers.

✔ What is the Pricing of Retirement Plan Chatbot?

Check out the pricing and features of the Retirement Plan Chatbot. For your custom business requirements, you can contact sales.

✔ Can I Integrate Chatbot with Live Chat?

Yes, this can help in improving the customer support services. You can integrate the chatbot with Wingman, it is an AI-based live chat platform and works in synchrony with Frontman.

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Charu Kishnani - Vice president, Marketing | Cardekho.comVivek Singh - Director, Consumer Designs | oto.comKhalid R. Memon - Manager, Digital Marketing | Shaman Group
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