💰 Finance / Insurance

WhatsApp for finance & insurance

Payment reminders, policy renewals, claim updates, and secure client communication on WhatsApp.

30% Faster premium collection
70% Renewal reminder open rate
24/7 Client self-service

Sound familiar?

These are the challenges businesses in your industry face every day without WhatsApp automation.

Late premium and EMI payments

Policy renewals lapsing due to missed reminders

Clients calling for basic claim status updates

No proactive product cross-selling

How Aytomate solves it

Purpose-built WhatsApp automation that transforms how you communicate with customers.

Payment & EMI Reminders

Automated reminders before due date with payment links. Confirmations after payment. Reduce defaults by 30%.

Policy Renewal Alerts

Timely renewal reminders with plan details and one-click renewal. Never let a policy lapse.

Claim Status Updates

Keep clients informed at every stage of their claim — from filing to settlement. Reduce status inquiry calls.

Product Recommendations

Cross-sell and upsell based on client profile. Life insurance clients get health insurance offers at the right time.

Pre-built templates included

Start sending in minutes. Every template is customizable and ready for Meta approval.

📋 Message Templates

Payment Reminder
EMI/premium due reminder
Payment Received
Confirm payment received
Policy Renewal
Insurance renewal reminder
Claim Status Update
Insurance claim progress
New Product Offer
Promote financial product

⚡ Auto-Reply Rules

Account/Policy Inquiry
When client asks about their account
Loan/Product Inquiry
When prospect asks about loans or products
Claim Filing
When client wants to file a claim

🧠 AI Knowledge Base

🧠
Products Overview
Available financial products
🧠
Claims Process
How to file claims

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