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Insurance Demo Flow

Smart Action IVA
(833) 201-6238

BOT: Thanks for calling Harmony Insurance. How can I help you today?

USER: Hey yeah I’m new to Harmony and I was looking for a home insurance quote

BOT: I’d be happy to help you with your home insurance quote. Harmony Insurance offers competitive rates with great coverage. Let’s get started with your quote request. May I have your first name?

USER: [Your First Name]

BOT: Thank you! May I have your last name?

USER: [Your Last Name]

BOT: Great. And what’s your date of birth?

USER: [Your DOB]

BOT: Thank you for that. Are there any other homeowners you would like to add to this policy?

USER: No it’s just me

BOT: Sounds good. May I have the address of the property you want to insure?

USER: 6665 Delmar Blvd., St. Louis, MO 63130

BOT: And what is the square footage of the home?

USER: Should be around 1,500 square feet.

BOT: Thank you for that information. Are you interested in flood insurance or earthquake insurance

USER: Yeah actually flood insurance would be good to have

BOT: Great! I have all of the information I need for your quote at this time. Before I transfer you to one of our specialists, do you have any questions?

USER: no, not right now.

BOT: Okay. One moment while I get a specialist to review your quote with you.
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