Finance & Insurance

Qualify leads and never miss a renewal

Route enquiries to the right advisor, keep policy and payment dates in front of clients, and keep a clean record of every conversation.

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verified Official WhatsApp Business API
lock Role-based access
how_to_reg Full audit trail

An advisory team discussing a client case around a table

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Renewal confirmed

Three weeks ahead of the date

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Lead qualification

Built in

Why WhatsApp

The channel your customers already use

3.3Bn+

Monthly active users

180

Countries served

100Bn+

Messages sent daily

Free

Replies within 24h of a customer message

WhatsApp platform figures, Q1 2026. Free service replies per Meta’s per-message pricing rules.

Main features

Built for advisory teams and brokerages

Keep the admin automated and the advice human, with a record of every message against the client.

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Lead qualification

Capture the need, then route to a specialist in that line.

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Renewal sequences

Dated reminders with premium and a renew link.

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Document collection

Checklists for claims and applications, tracked to completion.

history

Full audit trail

Every message logged against the contact record.

Use cases

Five flows that protect the book

Renewals, payments and onboarding, handled without a licensed person answering the same question twice.

01 · Renewals

Renewal reminders that get read

A reminder three weeks early, with the premium and a renew link, keeps the client with you instead of shopping around at the last minute. Anything needing advice routes to a named advisor with the history attached.

Scheduled off the renewal date
One tap to confirm
Escalates for advice

See how routing works arrow_forward

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Advisory Desk

Renewal reminder

Your motor policy renews on 14 March. Premium is unchanged.

Can I add a second driver?

Yes. I’ll connect you with an advisor who can quote that – one moment.

Renew now Talk to an advisor

02 · Lead routing

Send every enquiry to someone who handles that line

A short qualification flow establishes what the person is actually after – motor, health, term, investment – and assigns them to an advisor licensed for it.

Need captured before contact
Assigned by product line
Context passed to the advisor

Compare plans arrow_forward

Advisor pipeline

This week

New 18

Qualified 11

Issued 7

03 · Payments

Premium and instalment reminders

Due dates, confirmations and receipts, sent as utility templates at a fraction of marketing rates. Fewer lapses, fewer calls chasing them.

Dated per instalment
Payment link included
Receipt on confirmation

Estimate message costs arrow_forward

Template preview

check_circle Approved

Utility template

Hello {{client_name}}, Your {{policy_type}} premium of {{amount}} is due on {{due_date}}. Pay securely using the link below, or reply to speak to your advisor.

Pay premium Call me back

Variables in {{ }} are filled per recipient at send time.

04 · Onboarding

Collect documents without the email chain

Send the checklist for an application or claim, confirm each item as it arrives, and prompt for what is still missing. The client always knows where they stand.

Checklist in the thread
Receipt confirmed per item
Reminder for outstanding items

Talk to our team arrow_forward

assignment

Claim submission

Collected inside the chat

Policy number

MP-4482-9910

Date of incident

14 March 2026

Supporting documents

Upload photos

Submit claim

05 · Service

Status questions without a queue

Cover dates, premium amounts and claim progress come straight from your system of record. Anything touching suitability goes to a licensed person.

Read from your system of record
No advice given by automation
Clear escalation path

Read our guides arrow_forward

Escalation path

1
Client asks a question

Automation identifies whether it is factual or advisory.
2
Factual: answered instantly

Cover dates, premiums and claim status from your records.
3
Advisory: routed

Anything about suitability goes to a licensed advisor.
4
Logged either way

The full exchange is stored against the client record.

06 · Reporting

See which renewals are at risk

Track which reminders were read, which clients confirmed, and which are drifting toward lapse – early enough for an advisor to pick up the phone.

Renewal funnel by product line
Read and confirm rates per campaign
Advisor-level performance

Compare plans arrow_forward

Renewals confirmed by week

3 weeks
Lead time: Per line
Segmented: Logged
Every message

07 · New clients

Get the paperwork done without the paperwork

New clients receive their checklist, submit documents in the chat, and get confirmation as each item clears. Advisors see the whole trail against the client record.

Checklist per product
Item-by-item confirmation
Full audit trail retained

Talk to our team arrow_forward

At scale

Oversight without slowing advisors down

Give every advisor their own view while the compliance picture stays central.

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Per-advisor assignment

Conversations owned by the person handling the case.

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Role-based access

Control precisely who can open which conversation.

history

Conversation history

Complete, exportable record per client.

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CRM sync

Push contacts and outcomes to your CRM automatically.

Always on

Automate the admin, not the advice

Routine status questions resolve themselves. Anything that constitutes advice goes to a qualified human.

Policy and account status expand_more

Confirm cover dates, premium amounts and payment status from your system of record.

Document requirements expand_more

Send the checklist for a claim or application and track what has arrived.

Branch and contact details expand_more

Opening hours, locations and the right number for each department.

Escalate to an advisor expand_more

Any question touching on suitability or recommendation routes to a licensed person.

policy

A note on regulated communication

Financial promotions and advice are regulated in most markets, and the rules differ by jurisdiction and product. Automated messages should stick to factual account information and logistics.

Keep anything that could constitute a personal recommendation with a qualified advisor, and keep sensitive financial detail in your own secure systems rather than in chat.

Explicit client opt-in captured and logged
No advice given by automation
Approved templates only for outbound
Escalation to a licensed advisor built in

This is general information, not legal advice. Confirm your obligations with your compliance team or counsel before going live.

The NotifyWaves advantage

Why teams choose us

verified

Official Business API

Built on the official WhatsApp Business API, so delivery and policy compliance are predictable.

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Privacy-first design

Opt-in enforcement, role-based access and audit trails as standard on every plan.

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Fits your systems

Google Calendar sync, plus HubSpot, Zoho, Salesforce, Shopify and your own tools via webhooks and a secure API.

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Template approval support

Help getting templates approved, and a team that knows your sector.

FAQ

Finance & Insurance questions

Something we haven’t covered? Our team knows this sector.

Is WhatsApp appropriate for regulated communication? expand_more

For logistics and factual account information, yes – with opt-in, approved templates and an audit trail. Personal recommendations should stay with a licensed advisor, and sensitive detail belongs in your own secure systems. Confirm your specific obligations with your compliance team.

Can we keep a record for compliance? expand_more

Every message is stored against the contact and exportable. Role-based access controls who in the team can open a given conversation.

How do renewals get triggered? expand_more

Either on a schedule you set against the renewal date, or from your own system via webhooks so the reminder always reflects the live premium.

Can different advisors have separate views? expand_more

Yes. Conversations are assigned per advisor, with central oversight of the whole book.

Can we prove what was sent, and when? expand_more

Every message is stored against the client with a timestamp and the template used, and it’s exportable. That record is usually more useful than a note about a phone call.

What about clients who don’t want WhatsApp? expand_more

Consent is per-channel and per-contact, with a one-tap opt-out. Anyone who opts out simply drops out of WhatsApp sequences and stays on whatever channel you already use for them.

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