AI agent for insurando.ch: insurance consulting and lead generation in the website chat
insurando.ch · Project overview ·
The project at a glance
Evoya AI developed an AI agent for the website chat of insurando.ch, a Swiss insurance consultancy. The agent answers questions on basic and supplementary insurance, assesses needs through targeted questions and prepares the information for the consulting team.
Customers receive answers around the clock, including outside business hours. The consulting team receives pre-qualified leads with information on customer needs.
- Client
- insurando.ch
- Industry
- Insurance consulting and financial services
- Use case
- Initial advice, needs assessment and lead generation in the website chat
- Solution
- AI agent for insurance consulting
- Availability
- Around the clock
- Timeline
- 1 month of development and integration
Starting point: advice outside business hours
insurando.ch wanted to advise customers competently outside business hours as well and generate qualified leads at the same time. This meant answering complex insurance questions automatically and guiding prospective customers through the consulting process in a structured way.
Existing chat systems did not cover the requirements of the Swiss insurance landscape. Conversations often remained incomplete and gave the consulting team no usable leads.
Goal: inform customers and identify consulting needs
The agent was to be the first point of contact for insurance questions. The focus was on:
- Informing: answering questions on basic and supplementary insurance automatically.
- Identifying needs: guiding prospective customers through a structured dialogue.
- Generating leads: passing qualified contacts with the necessary details to the consulting team.
The solution: an AI agent with a structured consulting dialogue
Evoya AI designed a consulting agent for the website chat of insurando.ch. It handles four tasks:
- Initial advice: answers to questions on basic and supplementary insurance.
- Needs analysis: targeted questions to clarify consulting needs.
- Appointment coordination: arranging appointments for detailed consultations.
- Hand-over: preparing all customer information in a structured form for the consulting team.
Implementation in several phases
The work included training the AI model with Swiss insurance data, integrating the chat interface into the website and developing a lead management system. The insurance logic was tested before go-live. The conversation flow was improved step by step, and monitoring tools support ongoing quality assurance.
Development and integration took one month.
Results: available around the clock, better-prepared consultations
With the AI agent, insurando.ch is available around the clock. Customers receive answers to their insurance questions outside business hours as well.
- More consulting appointments: the conversion rate from website visitors to consulting appointments has increased.
- Pre-qualified leads: the consulting team receives more leads with detailed information on customer needs.
Related topics: Evoya Agents · Evoya Chat
Frequently asked questions about the project
In the website chat, it answers questions on basic and supplementary insurance, clarifies consulting needs through targeted questions, coordinates appointments for detailed consultations and prepares customer information for the consulting team.
Yes. The agent is available around the clock, so customers receive answers to their insurance questions outside business hours as well.
The agent passes on pre-qualified leads with detailed information on customer needs. Detailed consultations remain with the consulting team, if required at an appointment coordinated by the agent.
Development and integration took one month. This included training the AI model, integrating the chat into the website, a lead management system and testing the insurance logic.
Plan an AI agent for your customer advice
Talk to Evoya AI about how an AI agent can answer questions on your website and pass enquiries to your team in a structured way.