WhatsApp Marketing for Insurance Agents
Remind customers before renewal dates, answer policy questions and follow up new enquiries from one WhatsApp number.
Why renewals suit WhatsApp
Renewals depend on reminding the right person at the right time. Reminder messages on WhatsApp are easy to read and easy to reply to, and your team sees every answer in one place.
What you get
Renewal reminders
Schedule reminders ahead of each customer's renewal date.
Policy documents
Share documents in the chat when customers ask.
Lead follow-up
Reply quickly to new enquiries and ask the right first questions.
Payment links
Send a payment link in the chat for easy renewal.
How to get started
- Connect your business number.
- Set up renewal and follow-up templates.
- Add customers who agreed to receive messages.
- Schedule reminders and track replies.
Common questions
Can I remind customers about renewals?
Yes. Service reminders work well for customers who agreed to receive messages from you.
Can I send policy documents?
Yes. Documents can be shared in the chat. Share personal documents only with the right customer.
Can customers pay on WhatsApp?
You can send a payment link in the chat for the customer to complete the payment.
See it working for your business
Free setup help and a free demo. Mon–Sat, 10 am – 7 pm IST.