How can I capture leads from my insurtech chat widget?

Lead capture runs automatically once you toggle it on for your agent. Navigate to your agent’s settings in the Chatref dashboard, find the lead-capture section, and activate it. The widget will then prompt visitors for their name and email at a natural point in the conversation. No extra code is required beyond the standard embed snippet.

Standard lead capture collects name and email, but insurtech customer leads often need more context. Use custom-actions to ask targeted questions right in the chat flow. You can request details like policy type (auto, home, life), current coverage status, desired coverage amount, or preferred contact time. Each custom-action field you define appears as a structured prompt in the widget, and the responses are saved with the conversation.

Combine lead-capture with custom-actions to qualify insurance chat users without manual effort. Build a short qualification sequence: after the visitor shares their name and email, trigger a custom-action that asks “What type of insurance are you looking for?” followed by “What is your approximate budget or coverage need?”. Chatref stores every answer in the conversation thread, so your team can prioritize high-intent leads immediately.

Once a lead is captured and qualified, use the conversation inbox to review and assign chats. Tag conversations based on the custom-action responses (e.g., “auto-insurance-lead” or “high-value-life”) and filter your inbox to see only the most promising insurtech customer leads. This keeps your sales pipeline organized without any manual data entry.

How to connect chat leads to my CRM?

Chatref does not offer a native CRM integration at this time. To connect chat widget lead capture to your CRM, export conversations from the Chatref inbox as CSV and import them into your CRM, or use a third-party automation tool like Zapier or Make to push new lead data from Chatref to your CRM via webhooks. Custom-actions data is included in the conversation export.

What info can I collect from users?

With lead-capture enabled, you collect a visitor’s name and email address by default. Using custom-actions, you can collect any additional structured information you define, such as phone number, policy type, coverage needs, budget range, or preferred contact method. All collected data is stored with the conversation in your Chatref inbox.

Can Chatref qualify leads automatically?

Yes. By combining lead-capture with custom-actions, Chatref can qualify insurance chat users automatically. You define the qualification questions (for example, “What type of insurance do you need?” or “What is your timeline for purchasing?”), and the widget asks them in sequence. The responses are saved, allowing your team to score and prioritize leads without any manual qualification work.