Industries · Professional & financial services
Quotes to policies, renewals never missed.
Needs analysis, quotation and underwriting are tracked until the policy is issued. Renewal and claims follow-ups reach customers on WhatsApp before a policy lapses.
Your pipeline
The stages your deals really move through.
- 01Lead
- 02Needs Analysis
- 03Quotation
- 04Underwriting
- 05Policy Issued
And when one doesn't work out:Lapsed/Declined
Customer fields
What your team records about every customer.
- Policy TypePick one
- Sum InsuredNumber
- Premium FrequencyPick one
- Policy NumberText
- Next Renewal DateDate
WhatsApp templates
Messages already written, ready to send.
- Policy issuance confirmation
Hi policyholder name, your policy type policy #policy number is now active. Sum insured: sum insured.
- Premium renewal reminder
Hi policyholder name, your premium of premium amount for policy #policy number is due on due date. Renew to stay covered.
- Claim status update
Hi policyholder name, your claim #claim number is now status.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Claim Intimation/Status
- Premium Payment/Renewal Query
- Policy Endorsement/Nominee Update
- Complaint Escalation
Where to start
The parts that matter most for insurance agencies & brokers.
See where your business is leaking.
The free audit asks about your trade and shows what to set up first. Three minutes, no sales call.