Short, personalisable messages that respect WhatsApp Business rules, with variants by tone and timing.
WhatsApp message template to warn a client ten days before their premium is due: debit order, Direct Debit and mobile money variants, from plain to formal tone.
Final WhatsApp reminder three days before an insurance premium is due: short text, one clear action, debit order, Direct Debit and mobile money variants for brokers.
WhatsApp template to chase an unpaid insurance premium without losing the client: unpaid debit order, failed Direct Debit, mobile money, policy-based lapse wording.
WhatsApp message template for sending a motor, home or business insurance quote: three-line summary, PDF attached, closed question, variants by tone and client type.
WhatsApp message template to follow up a prospect who has not answered an insurance quote: timing, tone, closed question, marketing opt-in and Meta template rules.
WhatsApp template to announce an insurance policy renewal: new premium, renewal date, right to cancel, with plain, warm, mobile money and commercial-lines variants.
WhatsApp template confirming an insurance policy has renewed: PDF schedule or certificate, premium received, next renewal date, plain, warm and commercial variants.
WhatsApp template acknowledging a client's claim notification: reference, documents needed, next step, reassuring tone, no promise about the outcome of the claim.
WhatsApp template to update a client on their insurance claim: assessor appointed, insurer decision, settlement paid, or simply no news yet, with no promises.
WhatsApp message template to request documents from an insurance client: numbered list, expected format, deadline, and what should never be collected on WhatsApp.
WhatsApp template confirming that a client's documents have arrived: what is complete, what is missing or unreadable, and what happens next, sent within the window.
WhatsApp welcome template for a new insurance client: who their representative is, what the number is for, how to claim, with opt-in reminder and office hours.
Message template to capture a client's WhatsApp consent the right way: service and marketing consent kept separate, POPIA and PECR notes, variants for SA and UK.
WhatsApp marketing template for brokers offering health cover to existing motor or household clients: gap cover, hospital cash plans, PMI, opt-in rules.
WhatsApp template to reconnect with an insurance client who has gone quiet: when to send, marketing opt-in rules, plain and warm variants, pitfalls.
WhatsApp template to measure client satisfaction once a claim is closed: timing, three-button question, repudiated claims, handling unhappy replies.
WhatsApp template for a policy anniversary: propose a cover review before renewal, with variants for personal, family and commercial clients and the marketing rules.
WhatsApp template when a client has a new baby: congratulations, adding the child as a dependant, life and funeral cover review, with SA and UK variants and limits.
WhatsApp templates for adding a vehicle to a commercial fleet policy: documents to request, acknowledgement, endorsement confirmation, certificate of insurance.
WhatsApp utility template for an unpaid debit order or failed premium payment: early notice, a concrete fix, variants for South Africa, mobile money and the UK.
WhatsApp template inviting a satisfied client to refer friends or colleagues to the brokerage: timing, a low-effort ask, SA and UK variants, and regulatory limits.
WhatsApp appointment reminder template for insurance brokers: the day before and two hours ahead, documents to bring, video calls, personal and commercial variants.
WhatsApp template for sending a certificate of insurance or confirmation of cover as a PDF: motor, fleet, liability; checks before sending, wording, common mistakes.
Message template to close a WhatsApp conversation with an insurance client properly: recap, next step and date, how to reach the brokerage, variants and mistakes.
