Insurance is a renewal business. Most revenue repeats yearly, so being the first and clearest reminder in a customer's inbox matters more than cold prospecting. This page shows how insurance agents, brokers and advisors can set it up with InboxWA.
Common problems
Renewal dates are tracked in sheets
Reminders depend on someone checking a spreadsheet.
Customers ask the same questions
Documents, claim steps and premium dates repeat across clients.
Cross-sell is clumsy
Mixing offers into renewal reminders can feel pushy.
A sample WhatsApp flow
- Policy expiry dates are loaded from your sheet or CRM.
- Reminders go out at 30, 15 and 3 days before expiry, each with a payment or renewal link.
- Common questions about documents and claims are answered by the AI agent from your approved information.
- Complex cases are handed to the agent in the shared inbox.
Templates you can start from
What to set up first
Load expiry dates first. A renewal reminder with a clear next step is the highest-value message you can automate.
What InboxWA covers, and what it does not
InboxWA gives you a shared team inbox, broadcasts, flows, an AI agent that answers from the information you give it, and integrations such as Shopify, Razorpay, Google Sheets and webhooks. It runs on the official WhatsApp Business API, so contacts must have opted in and messages that start a chat need approved templates. Meta's per-message fees are passed through with no markup. See the related solution, pricing and all industries.
Frequently asked questions
Can insurance agents and brokers use the WhatsApp Business app instead?
The free app suits one phone and a few chats. Once several staff need to reply, or you want reminders and automation at volume, the Business API with a shared inbox is the better fit.
Do I need contacts' permission?
Yes. Message only people who opted in, and keep a record of when and how they agreed.
How much does it cost?
InboxWA plans start at Rs 999 per month, plus Meta's per-message fees at cost. See the pricing page for current plans.
Try it on your own account
Plans from ₹999/month, zero markup on Meta's message fees. 7-day free trial, no card required.