Case Study: Leading US Insurance and Financial Services Provider boosts multi-channel customer acquisition with Velotio Technologies

Chat bots for an US insurance provider for multi-channel customer acquisition

Leading US Insurance and Financial Services Provider, a major life and auto insurer serving over 30 million policies across the US and North America, wanted a scalable, low-cost way to deliver instant, personalized customer experiences beyond email and IVR. The company needed to simplify claims and query resolution, securely manage customer data, and better reach millennials across digital channels. Velotio Technologies helped them build a multi-channel chatbot solution using NLP and AI.

Velotio Technologies set up a 5-member engineering team that delivered bots for Alexa, Facebook, and the client’s website in just 11 weeks. The solution, built with Rasa NLU and Botkit and integrated with the client’s CRM, database, and core systems via APIs, enabled personalized insurance quotes, policy and claim status checks, renewals, claims registration, and FAQs. The result was a 24/7 automated customer assistance experience with 110+ intents and hundreds of entities, improving customer acquisition across key channels.