Insurance
Send policy renewal reminders at 90, 60, 30, and 7 days before expiry. Recover lapsed policies with automated follow-ups.
Policy renewalsLapsed recoveryClaims updatesPayment reminders
Automated WhatsApp outreach, at scale.
Renewal reminders and payment follow-ups via SMS get ignored. No rich media, no links, no two-way chat. WhatsApp changes that.
98%
WhatsApp open rate vs. 45% for SMS. Your messages actually get read.
47%
of policies lapse because renewal reminders never reach the customer.
$15K+
lost per month in missed renewals and late payments from poor follow-up.
From insurance renewals to appointment reminders, Campaigns delivers the right message at the right time via WhatsApp.
Send policy renewal reminders at 90, 60, 30, and 7 days before expiry. Recover lapsed policies with automated follow-ups.
Automate payment reminders, balance notifications, and account verification messages. Reduce late payments with scheduled nudges.
Tuition follow-ups, enrollment deadline reminders, and application completion nudges. Keep students on track.
Appointment confirmations, prescription refill reminders, and post-visit follow-ups. Reduce no-shows automatically.
Import contacts, build templates, schedule messages, and track every outcome — all from one dashboard.
Upload a CSV or hit our API. Phone numbers, names, expiry dates, custom fields, all handled.
Build templates with variables like {{name}}, {{expiryDate}}, {{renewalLink}}. Every message reads as personal.
Reminders at 90, 60, 30, 14, 7, 3, and 1 day before expiry. Different templates per reminder.
Sync pre-approved templates from your Meta Business account. Marketing and utility templates ready to ship.
Built-in STOP and START handling. Full compliance with WhatsApp Business policies out of the box.
Real-time webhooks for sent, delivered, read, responded, completed, and opt-out events. Wire it straight to your CRM.
A scheduled reminder campaign for insurance policy renewals, end to end, from import to completion.
Hi Sarah! 👋 Your health insurance policy (POL-4821) is due for renewal on April 15, 2026. Renew early to keep your coverage uninterrupted.
Reply STOP to opt out of reminders.
SMS is one-way, plain text, and easy to ignore. WhatsApp gives you rich media, clickable links, and real conversations.
SMS
Open rate
Plain text, 160 char limit, no link previews, one-way.
Open rate
Rich media, clickable links, two-way conversations.
Message open rate
Avg response rate
Higher conversion vs email
Avg time to read
“We moved renewal reminders from email to WhatsApp. Open rates went from 18% to 96%. Renewal rate jumped 34% in the first month.”
Angela M.
VP Operations, Insurance Brokerage
“Tuition reminders via WhatsApp are a game changer. Students actually read them. Our on-time payment rate improved by 28% this semester.”
Robert C.
Director of Student Services
“The scheduling feature is perfect for payment follow-ups. Set it once and customers get reminders at 30, 14, 7, and 1 day before due date.”
Sarah L.
Collections Manager, Fintech
Stop losing renewals to ignored SMS blasts. Start sending messages your customers actually open.