WhatsApp for insurance & finance
Renew every policy before it lapses.
Clients read WhatsApp before they pick up a call. AiOneChat sends renewal and premium reminders on their dates , answers policy and loan questions from your own documents, and hands anything advisory to a licensed person - from your own verified number.and answers policy questions from your own documents.
Eight benefits. Every one covered.
Eight messages clients actually open.
With AiOneChat, insurance and finance businesses can automate lead engagement, send policy and payment reminders, provide instant customer support, and increase conversions - through WhatsApp automation and AI-powered conversations.
Built to be trusted with client conversations.
What a regulated business may send, store and share is a question for its own compliance advisor and regulator - this certificate lists what the product does, not an approval of any message.
Questions insurers and lenders ask us
Compliance, advice, renewals, premiums, documents, the team and cost.
To send renewal and premium reminders on their dates, share premium payment links, answer policy and loan questions from their own documents, and receive client documents in the chat - with every conversation kept on record.
Yes. Connect the number already on your WhatsApp Business app by scanning a QR code, or a new number that isn't on WhatsApp yet - either way it is your own number, not ours.
What you may send, store and share in a regulated business is a compliance question for your own advisor and your regulator. We do not give legal or compliance advice, and nothing on this page should be read as approval to send anything specific.
It should not, and we recommend configuring it not to. Set advice as a forbidden topic so the AI answers factual questions from your own documents and hands anything advisory to a licensed person.
Yes. Put a follow-up on the client's contact with your renewal template attached and a date, and it is sent automatically at that time. For a whole segment - every health policy renewing next month, say - tag them and schedule a broadcast.
Yes, if you collect it yourself. Connect your own Razorpay account once and the AI can send a payment link - the money goes straight to your account, not through us.
In the conversation on your own WhatsApp Business Account, and in your account's storage. Access tokens are encrypted at rest and every admin action is audit-logged.
Yes. Every conversation lands in one shared inbox over a live connection. Teammates are invited with a role and per-area permissions, and the team page keeps an audit trail of who did what.
Only clients who have opted in to hear from you. Contacts can be imported, and each campaign reaches up to 5,000 recipients with live delivered, read and failed counts.
Meta's rate, with no markup from us. Replies inside the client's 24-hour service window are free, renewal and premium notices are utility templates, and product offers are charged at the marketing rate.
How do insurance agents and finance companies use WhatsApp?
To send renewal and premium reminders on their dates, share premium payment links, answer policy and loan questions from their own documents, and receive client documents in the chat - with every conversation kept on record.
Sign off the phone calls. Let WhatsApp chase the renewals.
Connect your number, upload your policy FAQs and get a renewal template approved - the next reminder, premium link and client question all run from there.