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Templates · Professional Services

Insurance Agency Bot Template

Quote and qualify insurance leads by coverage type and timeline.

Best for
Insurance agencies
Estimated setup
10 minutes
You fill in
Insurance Agency Name, Office Phone Number, Quote Scheduling Link, Average Savings Amount (e.g., '$500')

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. Welcome to [Insurance Agency Name]! Let's find the right coverage for you.
  2. What type of insurance are you looking for?
    • Auto Insurance
    • Home Insurance
    • Life Insurance
    • Business Insurance
    • Health Insurance
    • Bundle & Save
  3. How many vehicles need coverage?
    • 1
    • 2
    • 3+
  4. Have you had any accidents or violations in the past 3 years?
    • No - clean record
    • 1 minor incident
    • Multiple incidents
  5. Are you currently insured?
    • Yes
    • No - need new coverage
    • Policy is expiring soon
  6. The visitor is saved as a lead, tagged:
    • switching
    • insurance_lead
  7. The visitor is saved as a lead, tagged:
    • new_policy
    • insurance_lead
  8. The visitor is saved as a lead, tagged:
    • urgent
    • expiring
    • insurance_lead
  9. To get your personalized quote, what is your name? The visitor types a reply.
  10. What is your zip code? The visitor types a reply.
  11. Your phone number? The visitor types a phone number.
  12. And your email address? The visitor types an email address.
  13. Thanks, [visitor's client name]! An agent from [Insurance Agency Name] will contact you shortly with quotes from multiple carriers. Average savings: [Average Savings Amount (e.g., '$500')]/year when you switch! For an immediate quote, call: [Office Phone Number]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: switching, insurance_lead, new_policy, urgent, expiring. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

Use this template → See all templates

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