Composed of a business development manager and IT manager, the reinsurer team came to Spixii office to learn more about Spixii intelligent chatbot technology and brainstorm about specific applications for their business.
During the workshop, we were able to pinpoint the first conversation and strategy plan blueprints. Spixii then prototyped a chatbot solution that provided for some initial questions to determine eligibility for a life cover. The main body of the conversation consisted of a set of questions from Sarah (yes, we also defined a name) to assess customer risk profile. By replicating the set of underwriting rules, Sarah was able to propose to the customer the best matching life insurance product.
Part of the exercise, we decided to test the chatbot experience with real people. The usability testing session of the prototype highlighted the customer lack of understanding of some parts of the journey. This led us to iterate the prototype and bring more value into the conversation by offering “Learn more” options to help the customer understand terminology and jargon.