Insurance, Reminders & WhatsApp
Manage policies, carriers and premium payments, and send renewal reminders by WhatsApp and email using approved templates.
Guides and articles 4
- Guide Adding and renewing insurance policies Create a policy against a customer, track its status and expiry, and renew it when the term ends.
- Article Insurance companies, policy types and premium payments Set up the carriers and policy types your policies use, and record premium payments.
- Guide Sending renewal and due-date reminders See what is coming up and send a WhatsApp or email reminder in a couple of clicks.
- Guide Managing WhatsApp message templates Create templates, submit them to Meta for approval, sync their status and choose the default template for each reminder type.
Frequently asked questions
Open the template to see Meta's reason. The usual causes are promotional wording in a Utility template, variables without example values, or a variable at the very start or end of the message. Create a corrected template with a new name and submit it again; rejected templates can't be edited.
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.
Help topics
Getting Started
Customers & Documents
Leads, Assignments & Follow-ups
- Overview
- Creating a loan lead
- Following up leads on time
- Assigning leads to your team
- WhatsApp leads: enquiries that create themselves
- Converting a lead into a loan application
- My Tasks: your own to-do list with on-time alerts
- What do the lead statuses mean?
- A WhatsApp message didn't create a lead. Why?