How Haptik Redefined Direct-to-Consumer Advertising for HDFC Life


Financial Services


Haptik App

Live Since

August 2017

Product Used

Smart Ads


The Haptik chatbot has provided us with an innovative platform to reach out to and cater to the interests of the millennial customer. The response has been encouraging and I foresee a great potential through Haptik.

— Mr. Pankaj Gupta, Executive Vice President – Strategic Alliances, Bancassurance & Marketing, HDFC Life

HDFC Life is one of the leading life insurance companies in India offering a range of individual and group insurance solutions that meet various customer needs such as Protection, Pension, Savings & Investment and Health, along with Plans for Women and Children.


HDFC Life wanted an innovative engagement platform to engage young Millennial customers about life insurance.

The key objectives of the IVA included:

  • Deliver a satisfying user experience to customers.
  • Earn higher ROI.


Haptik built a Direct-to-Consumer IVA, called the “Health and Finance Quiz”, that:

  • Engaged users by offering them a chat-based quiz to assess their physical/financial health.
  • Educate users about HDFC’s life insurance offerings.
  • Generate leads through a Call to Action in the form of an in-bot advertisement.

Key Use Cases

Business Impact




Positive Feedback


Activation Rate

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