Case Study: Leading insurance Company streamlines customer onboarding with ServisBOT

An Insurance Client Implements A Digital Assistant To Automate The Customer Onboarding Journey

Leading insurance company partnered with ServisBOT to improve its car insurance customer onboarding journey. The process was slow and manual, requiring new customers to submit multiple documents by email or post, while agents spent significant time sorting, validating, and attaching files to policy records.

ServisBOT implemented a conversational AI onboarding digital assistant that guided customers through document uploads, answered FAQs, supported live chat handover, and proactively chased outstanding information via SMS and secure messaging. The result was a dramatic reduction in manual effort, elimination of white mail and third-party mail management, and a 10× agent productivity improvement, with the insurer also seeing higher conversion rates and lower drop-off during onboarding.