
WhatsApp template pack for insurance brokers
The 24 ORIS WhatsApp message templates as a printable PDF: premium reminders, renewals, claims, quotes and documents, with their Meta category.
In Nairobi and Lagos the same WhatsApp thread answers to an insurance regulator and a data protection regulator. This pack gives the checklist first, then our four guides on Kenya (IRA, M-Pesa, ODPC) and Nigeria (NAICOM, NDPA 2023, NIIRA 2025).



Principals, compliance officers and account handlers of insurance brokerages in Kenya and Nigeria.

The 24 ORIS WhatsApp message templates as a printable PDF: premium reminders, renewals, claims, quotes and documents, with their Meta category.

Free PDF for South African brokerages: POPIA section 69 direct marketing, FAIS records, record of advice and WhatsApp, checked against the Acts.

Free PDF for South African brokerages: grace periods under the Policyholder Protection Rules, the 60-day debit order dispute rule, failed debit orders.

Free PDF: RE5 and RE1 exam format from the FSCA, the official FSCA reading list as a checklist, a weekly planner and our FAIS competence guides.