Reminders, Renewals and KYC on WhatsApp for Lenders and Insurers
A free guide to WhatsApp for lenders and insurers in India: qualify enquiries, collect documents, send EMI and premium reminders and handle renewals in one chat.
Inside: the five-stage customer journey on WhatsApp, the first three automations to switch on, sample templates, a scorecard and a week-by-week 30-day launch plan.
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What you’ll learn.
Five stages (enquiry, documents, repayment, renewal, offers), with what SAMWAD does and the one number to watch at each stage.
Document collection, due-date reminders and renewal reminders, set out as trigger, message and next step, with sample templates.
The numbers to track, common mistakes, a consent checklist and a week-by-week plan to launch.
Who it’s for
A look inside
The customer journey on WhatsApp.
Most lenders and insurers use WhatsApp for one step, usually reminders. Run all five stages in one chat and each customer’s questions, documents and payments sit in one thread.
YARA answers product, rate and process questions; asks amount, income, city and product; good leads go to sales. The Voice AI Agent takes WhatsApp calls.
WATCH: Enquiries qualified on the same dayA document checklist; uploads through a WhatsApp form; reminders until the file is complete.
WATCH: Days to a complete fileReminders before the due date with a link to pay on your own payment page; questions go to service.
WATCH: Payments made by the due dateRenewal reminders; policy documents and statements as PDFs; receipts after payment.
WATCH: Renewal ratePre-approved offers, top-ups and new products for opted-in customers only; you choose who gets each offer.
WATCH: Offer take-up among opted-in customersDesign ruleRemind before the due date, not after. A clear reminder with a pay link is a service; a late one feels like collections.
Keep reading
More on WhatsApp for financial services.
Guides and stories on reminders, documents and customer service.
Put the guide to work
Send your first EMI reminder on WhatsApp.
Start a free trial, or book a demo and we’ll set up your first automation from the guide with you.
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