💰 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

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Policy renewals lapsing due to missed reminders

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Clients calling for basic claim status updates

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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

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Account/Policy Inquiry
When client asks about their account
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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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