Persona
WhatsApp for life insurance agents
Term quote, ULIP fund switch, endowment maturity reminder and nominee management \u2014 built for life-led MDRT agents.
- Term quote
- ULIP switch
- Maturity
- Nominee
Key things to know
Term quote
ULIP fund switch
Maturity reminder
Nominee management
People also ask
Q.IRDAI compliance?
Yes.
Q.Multi-insurer?
Yes.
Q.Multi-language?
Yes.
Q.KYC?
Aadhaar OTP + video.
Q.Payment?
Razorpay / Stripe / payment links.
Q.Pricing?
See /pricing.
+32%
Renewal
-60%
NIGO
3×
Quote-to-bind
85%
Read rate
Overview
What changes when life insurance agents run on WhatsApp
Life insurance is a 20–30 year relationship. Agent retention is everything.
WhatsApp keeps the policyholder thread alive across the lifetime — quote, switch, claim, maturity.
Capabilities
Built for serious growth teams
Term quote
ULIP fund switch
Maturity reminder
Nominee management
Medical UW capture
MDRT-grade
How it works
Get live in days, not months
- 1
Onboard in 24h
- 2
Wire quote + KYC
- 3
Auto-fire renewal + premium
- 4
Track lift
Use cases
What teams ship with this
Term life
ULIP
Endowment
Pension / annuity
FAQ