What customers ask
The conversations that matter
- Eligibility pre-checks
- Document checklists and uploads
- Application status
- instalment and premium reminders
- Branch and RM contact
- Claims intake
What to measure
Metrics worth tracking
- Application completion rate
- Time to collect documents
- Reminder-driven on-time payments
- Handoffs to officers
Copy these
Three example flows
- FLOW 01
Pre-check
Asks a few non-sensitive questions (city, employment type, income band) → explains likely eligibility in general terms → books a call with an officer.
- FLOW 02
Documents
Sends the checklist → customer uploads documents in chat → stored with your retention policy → officer notified.
- FLOW 03
Reminders
Utility templates for instalment or premium due dates, sent only to customers who opted in.
Start with
Channels and integrations
Channels: WhatsApp, Website chat, SMS, Email.
Integrations: Salesforce, LeadSquared, Zendesk, Webhooks.
Compliance note. Financial firms are subject to sector regulators' rules on communication, outsourcing and data. ChatRhino does not give financial advice; configure AI agents to stay factual and hand over anything that could be advice. This is general information, not legal advice.