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Insurance Einstein Bot

By Salesforce Labs

Your personalized insurance assistant!

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Free  

Never requires payment

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Business Need
Customer Service

Insurance Einstein Bot is AI powered bot to help speed up insurance related workflows for customers. This chatbot is all set to assist, guide your existing and future customers in insurance journey through intelligent human-like conversations using NLP.

  • Insurance Einstein Bot Demo

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Insurance Einstein Bot/Summer 2018 1.1.0
Listed On
08/02/2018
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/01/2018

Additional Details

By offering your policyholders an amazing experience with a self-service option that provides insurance information, assists and resolves issues in real-time, the Insurance Einstein Bot can be a game changer in customer self service area. Insurance Einstein Bot is AI based chatbot to help speed up insurance related workflows for customers. Available 24/7 and provides instant response to customer. Frees up insurance agents from tedious work and let them take more responsible tasks that require human touch. Why is it needed? For a customer looking to choose the right policy for their coverage needs, they would have a lot of questions and options. What is worse is that the human support is not always accessible to them. How it helps? This chatbot is all set to assist, guide your existing and future customers in their insurance journey through intelligent human-like conversations using NLP. Automates processes like providing quotes, scheduling appointment, policy renewals and educates customer on how insurance process works. Can be customized for any type of Insurance provider to enhance your customer satisfaction.

Need help?

Salesforce Labs

San Francisco, CA, USA

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