WhatsApp for insurance agents
Quote builder, paper-less KYC, renewal cadence, premium collection, claims tracking and IRDAI-aligned policy delivery \u2014 the operating layer that lifts renewals 32% and cuts NIGO 60%.
- Meta Tech Partner
- IRDAI-aligned
- Paper-less KYC
- Renewal +32%
Key things to know
Quote builder
Multi-product, multi-insurer.
Paper-less KYC
Aadhaar OTP + PAN.
Renewal cadence
30/15/7/1 day.
Premium collection
One-tap pay.
People also ask
Q.IRDAI compliance?
Yes — disclosure, consent, document trail.
Q.KYC?
Aadhaar OTP + PAN + video KYC.
Q.Multi-insurer?
Yes.
Q.Multi-language?
Yes.
Q.Payment?
Razorpay / Stripe / payment links.
Q.Pricing?
See /pricing.
Why insurance agents need WhatsApp as the operating layer
Email gets 18% open. SMS is dead. Phone calls go to voicemail. Renewals lapse and the customer churns to an aggregator.
WhatsApp gets 85% read in 5 minutes, runs paper-less KYC, automates the 30/15/7/1-day renewal cadence and tracks claims end-to-end.
Built for serious growth teams
Quote builder
Multi-product, multi-insurer.
Paper-less KYC
Aadhaar OTP + PAN.
Renewal cadence
30/15/7/1 day.
Premium collection
One-tap pay.
Claims tracking
End-to-end.
Policy docs
Compliant delivery.
Get live in days, not months
- 1
Connect WhatsApp Business
Live in 24 hours.
- 2
Wire quote + KYC flows
- 3
Auto-fire renewal cadence
- 4
Track renewal + NIGO lift
What teams ship with this
Health insurance
Family floater + top-ups.
Motor
Renewal + claim FNOL.
Life
Term + ULIP.
SME / commercial
Group policies.
Frequently asked questions
Lift renewals 32% and cut NIGO 60%
Quote, KYC, renewal, claim \u2014 one operating layer.