Insurance

Underwriting Insurance Chatbot

A chatbot assistant to help underwriters in the field maintain accurate insurance quote data.

Client

Client

A Large UK Based Insurance Company
A Large UK Based Insurance Company

Company/Institution

Company/Institution

IBM - Rapid Prototyping Team
IBM - Rapid Prototyping Team

Industry

Industry

Insurance
Insurance

Project Date

Project Date

2020
2020

My Role

My Role

Conversational Design
Conversational Design

Due to NDA, any client names have been removed and the designs have been altered. 

The underwriting process is constantly changing and for insurance agents it can be hard to keep on top on ever changing rules. The client, a large uk based insurance company, wishes to streamline their underwriting process by providing their agents with an easily accessible chatbot which is regularly updates with the latest underwriting rules to provide accurate quotes for insurance customers.

The solution was created using IBM’s Watson AI Assistant and the technical prototype was created using VueJS.

Skills & Tools

Tools

Tools

  • IBM Watson

  • Draw.io

Skills

Skills

  • Conversational design.

  • Chatbot Development

  • Design Thinking 

  • Workshop facilitation 

Process

Process

Process