From first contact to claim notification: each use case covers the journey, the messages, the pitfalls and how ORIS organises it.
How a brokerage chases premiums due on WhatsApp: a 10-day, 3-day and overdue cadence, sample messages, Meta template rules and how ORIS organises the whole process.
From the first message to the bound policy: how a broker gathers information, sends a motor quote on WhatsApp, follows it up and keeps the record of advice.
How to run a brokerage renewal cycle on WhatsApp: the 60-day list, cover review, renewal terms, handling objections, confirmation and document delivery.
From "I've had an accident" to settlement: how a brokerage acknowledges, collects documents, respects time limits and keeps the client informed on WhatsApp.
ID, licence, bank details, claims history: how a brokerage requests, checks and files the documents clients send on WhatsApp, within FICA and POPIA rules.
Collect the opt-in, send the welcome message, set the rules of the channel and check in at 30 days: the onboarding journey for a new brokerage client.
Find the motor and household clients with no health cover, check marketing consent, pick the moment and propose on WhatsApp without handling medical data.
Silent clients, lapsed policies, an inherited book: how a brokerage sorts its dormant clients, checks consent and reaches out on WhatsApp without burning its number.
Notification, documents, assessment, settlement: a brokerage's WhatsApp journey for following up a claim, with sample messages, Meta rules and pitfalls.
When and how to ask clients for feedback on WhatsApp: timing, a button-based question, template category, handling unhappy replies and using the results.
Turn every policy anniversary into a cover review on WhatsApp: the calendar, preparation, opening template, documented advice, quote and the pitfalls to avoid.
Detect, qualify and act on a birth, a marriage or a house move over WhatsApp: suitable advice, marketing consent, sensitive data, sample messages and pitfalls.
Vehicle additions and deletions, certificates, claims, schedule reconciliation: how a brokerage services a commercial motor fleet on WhatsApp without losing track.
Returned debit order, failed card payment or missing mobile-money transfer: a brokerage's WhatsApp follow-up journey, from first message to reinstatement or lapse.
Build a referral programme on WhatsApp: who to ask, a reward that stays within FAIS and FCA rules, the invitation template and how to welcome the referred prospect.
Confirm, remind, reschedule and wrap up an advice appointment on WhatsApp: a brokerage's journey with utility templates, buttons, a written summary and pitfalls.
