Project Brief: A customer has approached us with a requirement to build an AI-powered agent capable of automating the end-to-end quotation and lead management process for an insurance marketplace. The goal is to leverage AI capabilities to optimize user experience, generate accurate insurance quotes, and seamlessly integrate with affiliate platforms for lead tracking and commission management.
Key Requirements:
AI Agent to guide users through the insurance quotation process via a conversational interface
Real-time insurance product comparison based on user inputs
Automated quotation generation and presentation
Smart data extraction from user inputs for form auto-filling
Integration with insurance providers' APIs for real-time quotes
Lead data capture and transfer to affiliate systems
Affiliate commission calculation and performance tracking
Error handling and automated alerts for incomplete processes
Compliance with insurance and data privacy regulations
Expected Workflow:
User interacts with the AI Agent through a chatbot interface.
The AI Agent collects necessary details and preferences.
Real-time quotes are fetched from insurance providers via API integration.
Quotes are displayed to the user with comparison insights.
User selects a preferred policy and proceeds to payment (optional).
Lead data is transferred to the affiliate system for tracking.
Affiliate commission is calculated and updated automatically.
Platform:
AI Agent Platform (Custom/Nugget AI) + Insurance Marketplace API + Affiliate Platform API
Customer Expectations:
Delivery timeline: 3-4 weeks
Personalized user experience through AI-powered interactions
Scalability to handle high traffic and multiple quote requests simultaneously
Accurate data processing and transparent reporting
Budget: To be discussed based on scope and complexity Next Steps:
