---
title: Travel Case Study | Spixii
description: How Spixii helped a worldwide top-tier insurance company to pilot the world-first Quote and Buy travel insurance chatbot.
---

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# How we helped a worldwide top-tier insurance company to pilot the first Quote and Buy travel insurance chatbot.

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### Overview

The insurance company was exploring the potential of chatbot technology for online Quote and Buy in travel insurance. The ultimate goal was to improve the digital customer experience and increase conversion rates. In order to limit the risk of the test and learn approach, the pilot was done in the direct-channel representing a small portion of the overall revenue.

#### Use case

Quote & Buy

## Challenge

Based on observation of conversion rates from call centres, the insurance company knew that insurance is better sold through a conversation. While the web-form (the traditional online journey) could be easily scaled at lower prices, it was converting significantly less than call centres, essentially being a monologue for the customer.

To improve its online customer experience, the insurance company wanted to connect Spixii technology to its rating engine in order to provide their customers with a fresh new online journey featuring a responsive and intelligent chatbot.

## Solution

The insurance company chose Spixii thanks to its deep knowledge of the insurance processes and thanks to its robust technology, aligned with compliance and regulation. The solution resulted in a new experience for the customer, for the first time guided by a conversational interface through the discovery of travel products.

The chatbot was deployed in less than 6 weeks directly on the home page of the insurer, fully integrated with the rating engine. It delivered an uplift in conversion rates from day one from specific segments such as young people.

During the pilot, Spixii continuously optimised chatbot performance through usability testing with the end goal of maximising conversion rates. Tests included variations of positioning in the web-page to drive visitors to use the bot, changes in the content of the conversation, and the user interface. Developing a range of customer behavioral economics principles, the chatbot conversation focused on curiosity and inclusive language, making the brand shine. All the results were tracked thanks to Spixii Analytics module and through A/B testing on the webpage.

As of 2016, this was the first time a fully automated chatbot was used by the public to buy an insurance product online. It was designed to build trust and loyalty through clear, engaging and personal communication with the customer, and to offer insurers evidence-based insights coming from analytics to help them sell insurance in the right context to the right customer.

## Results

Here were the achievements:

- The pilot phase resulted in consistently **high customer feedback** and **higher conversion rates**.
- The chatbot allowed a **sales uplift of +30%** when used for lead capturing and qualification.
- The chatbot provided the insurer with actionable insights on **customer segments** and **behaviours**.

 

## Recognitions

For the insurer’s Chief Transformation Officer, **“Spixii’s team was easy to work with, [and] able to adapt to our needs and constraints quickly".**

For thensurer’s Digital Project Manager **“it was a pleasure to work with Spixii. The team is customer-centric, they were attentive to our needs and every decision was data-driven.”**

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**What is Spixii?**

Spixii is a Conversational Process Automation platform enabling regulated businesses to offer 24/7 self-service, 100% compliant. Focused on high-value processes that can't be automated using web forms or GenAI, Spixii bridges this gap with a unique platform designed with an expert systems approach. Spixii is recognised by Gartner and Forrester and is certified ISO 27 001:2022 for information security and management.

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