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ORIS · The WhatsApp CRM for insurance brokersMore clients.Less admin.On WhatsApp.

Your teams already work on WhatsApp. ORIS turns every conversation into a client record, a next action and a commercial opportunity — in one space shared across your whole firm.

See ORIS in action Try the client experience on WhatsApp
  • Official WhatsApp
  • POPIA & GDPR compliant
  • Without replacing your core software
  • First journeys live in 7 days
Every WhatsApp conversation becomes a client record and a next action. Open the video →
Meta Tech Provider

Official technology partner · messaging via Meta's WhatsApp API

Your clients are on WhatsApp. Your portfolio lives elsewhere.

Conversations are scattered across phones, inboxes and your teammates' memories. Quotes go un-chased, opportunities stay invisible, and history can vanish when someone leaves the firm.

ORIS gives every conversation a memory and a method.

  1. 01 · Identify

    ORIS recognises the client or creates their record automatically.

  2. 02 · Centralise

    Conversations, documents, policies and requests are brought together in one place.

  3. 03 · Prioritise

    ORIS surfaces hot prospects, urgent cases and commercial opportunities.

  4. 04 · Act

    Every team member knows who to follow up, why, and with which message.

WhatsApp is the conversation. ORIS is the CRM.

A shared inbox for your teams, a complete record for every client, and a next action for every opportunity.

ORIS · Shared inbox
Conversations
Marc DupontThanks, I'm looking at the quote…
Sophie A.Car quote sent
Karim B.Home renewal
Léa M.Health cover question
Marc DupontClient · Assigned broker: J. Martin
To follow up
Current policies
MotorHome
Opportunity
Professional income protection
Documents
Driving licenceNo-claims certificateSigned quote
Next task
Call before 22 July
Handle
  • One view shared across the whole firm
  • A next action for every client
  • History that stays with the company

What ORIS does for your firm

  • Never lose a prospect again

    Every WhatsApp enquiry is logged, assigned and tracked through to conversion.

  • Follow up quotes at the right time

    ORIS reminds your team who to follow up, why, and with which message.

  • Get ahead of renewals

    Automatically trigger the right conversations before every renewal date.

  • Grow your portfolio

    Spot single-policy clients and cross-sell opportunities.

  • Centralise conversations and documents

    Find messages, attachments, quotes and next actions in a single client record.

  • Steer your firm's activity

    Track hot leads, overdue follow-ups, conversions and each team member's activity.

Your teams already use WhatsApp. But your firm needs to stay in control.

ORIS turns scattered, individual conversations into a shared, measurable and manageable client channel.

  • Conversations on personal phonesCentralised in a shared inbox.
  • Forgotten prospectsTracked automatically through to conversion.
  • Information lost when someone leavesHistory kept by the firm.
  • No commercial oversightDashboards, tasks and real-time metrics.

The numbers that matter

100%
of WhatsApp prospects captured and assigned
2 min
target first-response time
7 days
to activate your first journeys
90 days
to measure commercial impact

Indicative targets, depending on your firm's setup, volumes and processes.

Up and running without a heavy IT project

  1. Step 1 · Setup

    Creation of your firm's workspace and WhatsApp connection.

  2. Step 2 · Import

    Import your portfolio, your team and your useful data.

  3. Step 3 · Activation

    Go live with your first journeys, follow-ups and campaigns.

  4. Step 4 · Optimisation

    Track results and improve continuously over the first 90 days.

ORIS complements your broking software. It doesn't force you to replace it.

Technology proven with insurance and financial-services players

Insurance & financial-services players

MarshSanlamAllianz

Technology partner

Meta Tech Provider
“Before ORIS, everyone worked from their own WhatsApp. We now know which prospects to follow up, which tasks are overdue, and which opportunities exist in our portfolio.”
Peter M.Broker · South Africa

Frequently asked questions

Does ORIS replace my broking software?

No. ORIS complements your core software by organising conversations, follow-ups and client engagement on WhatsApp.

Can I keep my current WhatsApp number?

In many cases, yes. Feasibility depends on the number's current setup and is checked during scoping.

Can several team members reply from the same number?

Yes. ORIS provides a shared inbox with conversation assignment, history and action tracking.

What happens to the history when a team member leaves?

Conversations, documents and client information stay in the firm's workspace.

Can we import our current portfolio?

Yes. Data can be imported by file or connected to your existing tools, depending on the project.

Do my clients need to install an app?

No. They keep using WhatsApp as usual.

Is ORIS POPIA and GDPR compliant?

ORIS is designed for professional, governed use of WhatsApp, with access management, traceability and data-protection principles, aligned with South Africa's POPIA and the EU GDPR.

Is it official on WhatsApp's side?

Yes. ORIS uses the official professional solutions from WhatsApp and Meta.

Can AI reply to my clients automatically?

Yes, for the use cases your firm defines. Rules, autonomy levels and escalation to a human are configurable.

How much does ORIS cost?

Pricing depends mainly on the number of users, conversation volume and the journeys you activate. You'll get an estimate after a 15-minute demo.

See ORIS in action

In 15 minutes, we'll show you how to centralise your conversations, track every prospect and automate your follow-ups on WhatsApp.

Personalised demo. No commitment.

We then scope a pilot around your real volumes and your firm's processes.

Or message us directly on WhatsApp

Your details are used only to organise the demo.

Book a demo