What the video shows
- 0:00
The problem
Client messages arrive on WhatsApp (a question about cover, a quote to resend, a claim, a renewal) and get lost: quote not followed up, renewal missed, history lost when a broker leaves. “Your clients are on WhatsApp. Your portfolio lives elsewhere.”
- 0:11
01 · Capture
Sophie asks for car insurance and the firm sends a PDF quote. ORIS creates the client record: status “car quote sent”, opportunity “missing home insurance”, next action “follow up Friday at 10am” and a suggested message.
- 0:20
02 · Method
From conversation to action in four moves: identify, centralise, prioritise, act.
- 0:26
03 · Grow
Campaigns, renewals and at-risk clients on one screen: campaign performance, hottest leads, a churn-risk alert and a draft reply ready to review (illustrative data).
- 0:33
The numbers that matter
100% of WhatsApp prospects captured and assigned, a 2-minute target first-response time, 7 days to activate your first journeys: indicative targets, depending on your firm's setup, volumes and processes.
- 0:38
Official and compliant
Official WhatsApp Business API, Meta Tech Provider, POPIA & GDPR compliant; technology proven with insurance and financial-services players (Marsh, Sanlam, Allianz).
- 0:42
More clients. Less admin. On WhatsApp.
ORIS, the WhatsApp CRM for insurance brokers, a product by FCB.ai.
To go further, the use cases walk through each journey (premium reminders, quotes, claims) and the 15-minute demo shows ORIS on your own volumes.
See ORIS in action
Shared WhatsApp inbox, client records, follow-ups and opportunities for the whole brokerage. 15-minute demo.