Use of WhatsApp chatbot in lead generation, qualification and nurturing in the insurance industry

WhatsApp API is among the prime conversational marketing channels used by major businesses across the world. An increasing number of brands are making WhatsApp company account nowadays, and using the platform to carry out customer service and marketing functions. This channel has made its prominence felt in almost every industry, including insurance. WhatsApp bot is especially used by insurance companies for lead generation, qualification and nurturing.

Lead generation

WhatsApp chatbot can be quite useful in generating leads for an insurance brand. By adding a simple widget for WhatsApp chatbot on your insurance company website, you can provide the customers with the option to directly chat and engage with your brand on a messaging channel that they are likely to use on a daily basis. Customers may even connect with your brands in WhatsApp if you display your WhatsApp Business phone number or QR code on your digital and physical properties. After they initiate the conversation on the bot, you can directly capture their name and phone number. While conversing with the prospect on WhatsApp, you can proceed to collect other details like their email address, location, age and other details that can be useful in the lead generation process.

Lead qualification

As your prospects engage with your insurance company through WhatsApp bot, they do not have to wait for your agents to become available and ask the required questions. The bot can ask all the qualifying questions that have to be answered, such as the monthly income of the prospects, value of the asset being insured, and premium amount that the person is willing to pay, the health conditions and medical history of the prospect, and so on. By automating the lead qualification process with WhatsApp chatbot, you can save the time of your agents, and allow them to work on tasks that require more precise attention. The use of Whatsapp bot API can help your agents to close leads at a faster pace as well.

Lead nurturing

Subsequent to collecting information about the prospects and qualifying them, the bot can also nurture your leads by answering any questions they may have. WhatsApp makes it easier for the leads to ask questions as they do not have to bother making a phone call and stay on the line till an agent is free. WhatsApp bot replies to queries instantly, when the intent of the prospect is high, and they are more likely to take action.