WhatsApp Business app vs WhatsApp Business Platform (API): which one for a brokerage?
Free app on one phone or the Business Platform (API) with software: cost, templates, 24-hour window, team access, record-keeping. Which fits your brokerage size.
SMS vs WhatsApp for insurance brokers: which channel for reminders and service?
Debit-order reminders, documents, claims follow-up: SMS or WhatsApp for a brokerage? Reach, cost, opt-in, attachments, two-way replies. The right channel per job.
Email vs WhatsApp: which channel for a brokerage's client communication?
Policy documents, reminders, everyday questions: what email does better than WhatsApp and the reverse. Durable medium, deliverability, records, team handling.
Spreadsheets vs CRM: how far can a brokerage run its book on Excel?
Client book, renewals and reminders on a spreadsheet or in a CRM: the real limits of Excel, what a CRM adds, cost, migration, POPIA and FCA records. When to switch.
Generic CRM vs WhatsApp CRM: which one suits an insurance brokerage?
Horizontal sales CRM with a WhatsApp add-on, or a CRM built around WhatsApp for brokers: pipeline, shared inbox, templates, opt-in, cost, integrations, fit.
Personal number or brokerage number: which WhatsApp should clients write to?
Advisers answering clients on their own WhatsApp: speed and convenience against lost history, POPIA, FAIS and FCA records. When it is acceptable and how to migrate.
WhatsApp groups vs shared inbox: how should a broking team organise itself?
A team group where client messages are forwarded, groups with clients, or a shared inbox on one number: assignment, history, confidentiality, cost, limits.
Chatbot vs supervised AI: what automation suits a brokerage's WhatsApp conversations?
A button menu that answers alone, or AI that classifies, drafts and only auto-replies under rules with a human behind it: FAIS advice duties, risk, cost, fit.