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.
Free, no-obligation call
Want results like these?
Walk us through it on a 30-minute call. We’ll suggest what to tackle first, then send a written proposal with a price.
We will cover
- What your staff spend the most hours on
- Which of those jobs we could take on or automate
- Where we’d suggest starting
Prefer email? Write to contact@silvertonguecontracting.com