WhatsApp for insurance and loan agents: every renewal remembered
Your business runs on follow-ups. Put every lead and client on one number your team shares, send reminders on time, and keep the whole conversation on record.
Where enquiries get lost today
Leads from ads and referrals sit on a personal phone, and the follow-up depends on one person’s memory.
A missed renewal reminder is a lapsed policy — and a client who renews with someone else.
What you can do on WhatsApp
Everything runs on Meta’s official WhatsApp Business API, on your own business number.
Shared team inbox
Every client chat on one business number, assigned to the right advisor, with internal notes.
Renewal and EMI reminders
Utility templates with the policy or loan reference, amount and due date.
Lead stages
Move each lead from New Lead to Proposal Sent to Deal Won, and filter by stage.
Instant first reply
An automatic reply acknowledges the enquiry and asks what the client needs.
Documents in the chat
Send policy copies, quotes and statements as PDFs.
Lead source
See which Click-to-WhatsApp ad each enquiry came from.
Sample WhatsApp templates
Ready to adapt and submit for Meta’s approval. {{1}}, {{2}}… are filled in for each customer.
Utility templates cost ₹0.115 and marketing templates ₹0.8631 per message in India (Meta’s rates from 1 Oct 2026) — see the calculator. How to get them approved: template guide.
A typical flow
Meta does not allow templates that ask for sensitive identifiers such as full card, bank account or national ID numbers. Asking for the last four digits is allowed. Follow the rules of your own regulator and principal when you message clients.
Questions
See the real product before you spend a rupee
Every feature has its own short episode in our tutorial series, recorded inside a live Adwix Connect account.
Never miss a renewal again
Plans from ₹999/month. Billed monthly, cancel anytime.