WhatsApp chatbot flow · All flows
Insurance quote: a WhatsApp chatbot for finance and insurance
Collects what they want to insure and passes a ready lead to your advisor. Try it on the phone below as your customer would, then use it in VartaAPI’s flow builder.
Finance & insurance · 5 steps
Try it
It starts when someone types “insurance”, “policy” or “quote” anywhere in a message. Then it offers 5 choices: Health, Life, Car or bike, Home, Travel. Tap them and type answers, as your customer would. Nothing is sent.
List menuQuestionAdd to pipelineHand to a person
Your businessBusiness account
Today
What it does, step by step
- Shows a list menu (Choose):
Hi! 🛡️ What would you like to insure?
- Health, Life, Car or bike, Home, Travel. Whichever they pick, it carries on with the next step.
- Asks
Your age, and anyone else to cover?
and waits for the answer - Asks
Which city do you live in?
and waits for the answer - Adds them to your sales pipeline at the stage “Quote needed”
- Hands the chat to your team in the shared inbox, saying
Thanks! Our advisor will send plans and prices here.
How to use it in VartaAPI
- Press Use this flow and start your 7-day free trial.
- When the account is made, the flow opens in the flow builder.
- Change the words to your own (your business name, prices, timings), then save it.
- Connect your WhatsApp number. Chats it hands over arrive in your shared inbox, and leads it adds appear in your pipeline.
Questions
Quick answers.
Is the insurance quote flow free to use?
Yes. Try it here as often as you like. In VartaAPI the flow builder and the ready-made flows are on every plan and in the 7-day free trial; how many flows you can keep depends on your plan.
Can I change it?
Yes, all of it. It opens in the flow builder as ordinary steps: change any message, button or menu item, the words that start it, or add steps such as tags, an approved template or a call to your own software.
Does the demo send anything?
No. The phone on this page only shows how the flow plays. Once you use it in VartaAPI with your own WhatsApp number, the messages go to your customers for real.
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Make it yours.
Start your 7-day free trial and this flow opens in the builder, ready to change.