Workflow
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.
100%
Compliance
Instant
Delivery
-80%
Doc-not-received tickets
85%
Read rate
Overview
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.
Capabilities
Built for serious growth teams
Policy PDF
Password protect
Endorsement / rider
80C / 80D cert
Delivery dashboard
Audit trail
How it works
Get live in days, not months
- 1
Policy issued → auto-fire
- 2
Password PDF delivered
- 3
Customer downloads in chat
- 4
Audit log captured
Use cases
What teams ship with this
New policy issuance
Renewal
Endorsement
Tax season
FAQ
Frequently asked questions
Instant policy delivery. Zero tickets.
Password PDF, endorsements, audit trail.