2 weeks
Timeline
Insurance
AI Bond Specialist Chatbot
24/7 assistant recommending surety bonds using a curated knowledge base and rules.
80%
manual Qualification Reduction
95%
recommendation Accuracy
Challenge
What was slowing the business down?
Manual lead qualification and bond selection was time-intensive.
Solution
What we built or automated
- Zapier Chatbots with persona, rules, and knowledge base (CSVs/Excel)
- Mandatory state gating; conditional routing to external form for certain bond types
- FAQ/contact handling; strict URL formatting; off-topic handling
Outcomes
Business impact
- 80% reduction in manual qualification
- 95% recommendation accuracy
- Structured data capture for backend handoff
Tools
Tech stack
A governed, data-aware conversational layer that feeds clean records into downstream automations.