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Ready-to-use WhatsApp message templates

Short, personalisable messages to remind a premium, renew a policy, follow up a claim or welcome a client, with their WhatsApp category (utility or marketing) and variants by tone and timing.

By FCB.ai, ORIS editorial teamUpdated on

Before you use a template

Outside the 24-hour window that follows a client's last message, WhatsApp only lets a business send templates approved by Meta. Each template has a category: utility when it relates to an existing policy or request (premium due, documents, claim), marketing when it offers something new, which requires the client's consent. Each page gives the intended category, variants by tone, and the mistakes that get a template rejected.

The six templates a brokerage uses most: premium reminder 10 days before, sending a quote, renewal notice, claim acknowledgement, new client welcome and document request.

Variables in braces ({prenom} for the first name, {date}, {montant} for the amount) are replaced with the client's data. To understand how Meta categorises and approves templates, read template approval for brokers; for the full journey around each message, see the use cases.

Where to start: a brokerage's core journeys

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