Use Case: Make a Payment

Industry: Insurance


  • Customers often forget the insurance premium date and the final payment amount.
  • They struggle to identify the document or try reaching out to support agents for assistance.
  • The payment portals also ask for too many details from the customer while making a payment, resulting in a poor user experience.


  • The intelligent virtual assistants powered by the XO Platform proactively remind users of renewal timelines and the premium amount.
  • It remembers user information payment details and facilitates users to make payments, set auto-pay directly through the chat interface.
  • These assistants seamlessly integrate with enterprise systems, process the payments, update the records and share the receipts with the end-user.

Expected Benefits:

  • It increases the on-time payment rate significantly.
  • Users will never miss a due date