Policy document delivery on WhatsApp
IRDAI-aligned, password-protected PDF, endorsements, riders and 80C/80D certificates \u2014 instant delivery, full audit trail.
- IRDAI-aligned
- Password PDF
- Endorsements
- Audit trail
Key things to know
Policy PDF
Password protect
Endorsement / rider
80C / 80D cert
People also ask
Q.IRDAI compliance?
Yes.
Q.Password format?
DOB / policy number.
Q.Multi-language?
Yes.
Q.Audit log?
Full.
Q.CRM sync?
Yes.
Q.Pricing?
See /pricing.
Policy docs are still emailed and lost in spam
Email delivery has 18% open and 8% find-the-attachment rate. Doc-not-received is the #1 service ticket.
WhatsApp delivers password-protected PDF instantly with full audit trail.
Built for serious growth teams
Policy PDF
Password protect
Endorsement / rider
80C / 80D cert
Delivery dashboard
Audit trail
Get live in days, not months
- 1
Policy issued → auto-fire
- 2
Password PDF delivered
- 3
Customer downloads in chat
- 4
Audit log captured
What teams ship with this
New policy issuance
Renewal
Endorsement
Tax season
Frequently asked questions
Why Policy document delivery on WhatsApp is the highest-leverage move for growth teams
WhatsApp is where growth teams customers actually reply. Open rates sit at 85–98% inside 15 minutes versus 18–22% on email and sub-2% on SMS, and the medium is conversational — a customer can ask a follow-up, share a photo, or pay without leaving the thread. That is the entire premise behind policy document delivery on whatsapp: stop losing the conversation to slow channels and let intent convert while it is warm.
Most growth teams teams treat WhatsApp as a broadcast megaphone. The teams that win treat it as a workflow surface — every notification is also a decision point where the customer can act. The capabilities below are wired to do exactly that: each one collapses a multi-step off-platform detour into a single in-thread reply.
The impact numbers on this page — 100% compliance, Instant delivery, -80% doc-not-received tickets, 85% read rate — are pulled from LandinChat customers running this workflow for at least 90 days. They are directional; your mileage depends on list quality, template approval speed, and how aggressively you route qualified conversations to a live agent.
Each capability, in plain terms
Policy PDF
Policy PDF is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
Password protect
Password protect is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
Endorsement / rider
Endorsement / rider is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
80C / 80D cert
80C / 80D cert is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
Delivery dashboard
Delivery dashboard is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
Audit trail
Audit trail is delivered as a native LandinChat module — no external plug-ins, no separate dashboard. It ships pre-wired to the growth teams data model, so the first working version is minutes of setup, not a sprint. You can override defaults per campaign, per agent, or per customer segment. In practice this means the growth teams operator running policy document delivery on whatsapp does not need to compose the logic themselves; they pick the trigger, review the copy, and let LandinChat handle rate-limits, template compliance, and retry behaviour.
How this actually rolls out
Step 1. Policy issued → auto-fire
Policy issued → auto-fire is the foundation of the policy document delivery on whatsapp workflow. On day one, an onboarding specialist walks a growth teams operator through this step live; on subsequent campaigns, the team runs it themselves from the LandinChat console. Expect this step to take between 15 minutes and an afternoon depending on how clean your existing data is.
Step 2. Password PDF delivered
Password PDF delivered is the next unlock of the policy document delivery on whatsapp workflow. On day one, an onboarding specialist walks a growth teams operator through this step live; on subsequent campaigns, the team runs it themselves from the LandinChat console. Expect this step to take between 15 minutes and an afternoon depending on how clean your existing data is.
Step 3. Customer downloads in chat
Customer downloads in chat is the next unlock of the policy document delivery on whatsapp workflow. On day one, an onboarding specialist walks a growth teams operator through this step live; on subsequent campaigns, the team runs it themselves from the LandinChat console. Expect this step to take between 15 minutes and an afternoon depending on how clean your existing data is.
Step 4. Audit log captured
Audit log captured is the final lock-in of the policy document delivery on whatsapp workflow. On day one, an onboarding specialist walks a growth teams operator through this step live; on subsequent campaigns, the team runs it themselves from the LandinChat console. Expect this step to take between 15 minutes and an afternoon depending on how clean your existing data is.
How different teams put this to work
New policy issuance
New policy issuance teams deploy policy document delivery on whatsapp to compress the gap between intent and action. The common failure mode we see is over-templating — sending the same broadcast to every segment. The teams that outperform run at least three variants keyed to recency, spend tier, and language, and they measure reply-rate not open-rate.
Renewal
Renewal teams deploy policy document delivery on whatsapp to compress the gap between intent and action. The common failure mode we see is over-templating — sending the same broadcast to every segment. The teams that outperform run at least three variants keyed to recency, spend tier, and language, and they measure reply-rate not open-rate.
Endorsement
Endorsement teams deploy policy document delivery on whatsapp to compress the gap between intent and action. The common failure mode we see is over-templating — sending the same broadcast to every segment. The teams that outperform run at least three variants keyed to recency, spend tier, and language, and they measure reply-rate not open-rate.
Tax season
Tax season teams deploy policy document delivery on whatsapp to compress the gap between intent and action. The common failure mode we see is over-templating — sending the same broadcast to every segment. The teams that outperform run at least three variants keyed to recency, spend tier, and language, and they measure reply-rate not open-rate.
Buyer’s checklist
- • Official Meta Tech Partner — templates approve faster and account is not at ban risk.
- • Native growth teams data model — no glue-code to import contacts, orders, or bookings.
- • Green-tick support with a clear submission checklist and Meta-side follow-up.
- • Conversation-based pricing that matches WhatsApp’s own billing model, not per-message surcharges.
- • Human handoff with unread routing, so qualified replies never sit in a bot loop.
- • Audit log & role-based access — required for regulated enterprise buyers.
Common pitfalls
- • Broadcasting cold lists — quickest way to a quality-rating downgrade and eventually a template ban.
- • Skipping opt-in capture — makes every future utility template harder to approve.
- • Treating WhatsApp as a one-way channel — the platform penalises accounts with low reply-rate.
- • Running only one template variant — you leave 20–40% of lift on the table.
- • Not routing hot conversations to a human within 5 minutes — kills conversion by up to half.
What to measure after launching policy document delivery on whatsapp
Week 1 signal
Track template approval time, first-reply latency, delivered-rate, and the first 100 customer replies. For growth teams, the fastest warning sign is not low opens; it is customers replying with confusion because the trigger, offer, or handoff promise was not specific enough.
Month 1 signal
Compare reply quality across Policy PDF, Password protect, Endorsement / rider, 80C / 80D cert. The best-performing growth teams teams keep the highest-intent replies visible to managers, then rewrite templates around real customer language instead of internal terminology.
Scale signal
Once Policy issued → auto-fire → Password PDF delivered → Customer downloads in chat → Audit log captured is stable, scale by segment rather than volume. Add new audiences only when opt-in source, template intent, agent ownership, and conversion tracking are all mapped.
Search-quality notes for this workflow
This page is intentionally built around policy document delivery on whatsapp rather than a generic WhatsApp marketing overview. The content references the actual workflow, the growth teams audience, implementation steps such as Policy issued → auto-fire, Password PDF delivered, Customer downloads in chat, Audit log captured, and use cases like New policy issuance, Renewal, Endorsement, Tax season. That specificity helps buyers, internal teams, and search engines understand why this page deserves to exist separately from broader WhatsApp CRM, broadcast, chatbot, and automation pages.
Instant policy delivery. Zero tickets.
Password PDF, endorsements, audit trail.