AI-Based Life Insurance Need Analysis System (LINAT) – Use Case Document

1. User Intimation, Greeting & Initial Engagement

Use Case Description:

The chatbot initiates the interaction with a friendly greeting, establishes context, and guides users toward selecting the right insurance option based on their financial goals.

Actors:

• User – A customer looking for life insurance.
• LINAT (Chatbot) – AI-powered virtual assistant.

Goal:

To engage the user effectively and guide them to the next step in the insurance selection process.

Preconditions:

• The user accesses the chatbot via the website, mobile app, or another interface.

Postconditions:

• The chatbot provides multiple options to proceed, such as:
  • Analyze my insurance needs
  • Compare insurance plans
  • Retrieve my saved session
  • Speak to an advisor

Flow:

1. User visits the chatbot.
2. Chatbot welcomes the user and introduces its capabilities.
3. Chatbot presents the available interaction options.
4. User selects an option to proceed.

Example Chatbot Interaction:

• Chatbot: "Welcome to [Insurance Company]! I’m LINAT, your AI-powered insurance advisor. How can I assist you today?"