Template Library
WhatsApp templates for insurance agents
Forty Meta-approval-ready, IRDAI-aligned templates for quote, KYC, renewal, premium, claim, policy and grievance.
- 40+ templates
- Meta-approved
- IRDAI-aligned
- Multi-language
Key things to know
Quote send
KYC request
Renewal reminder
Premium reminder
People also ask
Q.How many?
40+ across 8 categories.
Q.IRDAI disclosure?
Built-in.
Q.Multi-language?
Yes.
Q.PDF / cert?
Yes — policy doc inline.
Q.A/B test?
Yes.
Q.CRM trigger?
Yes.
40+
Templates
96%
First-pass approval
<24h
Approval
Free
Copy & paste
Overview
Insurance-specific IRDAI-compliant copy
Insurance copy needs IRDAI disclosure language. Generic templates get rejected by Meta and flagged by compliance.
Every template ships with merge tags for policyholder, policy number, sum insured, premium and renewal date.
Capabilities
Built for serious growth teams
Quote send
KYC request
Renewal reminder
Premium reminder
Claim FNOL
Policy delivery
How it works
Get live in days, not months
- 1
Pick category
Utility for service, marketing for cross-sell.
- 2
Plug merge tags
{{name}}, {{policy}}, {{premium}}.
- 3
Submit to Meta
- 4
Auto-fire from CRM
Use cases
What teams ship with this
Health
Motor
Life
SME
FAQ