WhatsApp Solutions for Insurance
Streamline claims processing, automate policy inquiries, and simplify renewals with secure, conversational workflows on WhatsApp.
Making Insurance Simple and Accessible
In an industry built on trust and timely support, WhatsApp provides a direct and convenient channel to serve your policyholders better and faster.
CLAIMS PROCESSING
Fast, Empathetic Support When It Matters Most
Expedite claims by allowing customers to file their First Notice of Loss (FNOL) via WhatsApp. An AI agent can collect incident details, request photos of damage, and provide a claim ID instantly, reducing anxiety and streamlining the process.
- Guided, conversational claims filing process
- In-chat collection of photos and documents
- Instant acknowledgement with a claim reference ID
- Faster and more efficient claims processing
POLICY MANAGEMENT & RENEWALS
Empower Policyholders with Self-Service
Allow customers to manage their policies on WhatsApp. They can download policy documents, check coverage details, or update their contact information. Send automated reminders before a policy is due for renewal, complete with a payment link, to improve retention rates.
- 24/7 self-service for policy information
- Automated premium payment and renewal reminders
- Increased policyholder retention
- Reduced administrative workload
Tangible Outcomes for Your Insurance Business
Faster Claims Processing
A streamlined FNOL process accelerates the entire claims lifecycle, improving customer satisfaction.
Improved Retention
Proactive renewal reminders and easy payment options significantly increase policyholder retention.
Lower Operational Costs
Automate routine inquiries and processes to reduce the burden on your call centers and administrative staff.
Enhanced Customer Trust
Provide a modern, responsive, and transparent service that builds long-term trust with your policyholders.
Relevant Form Templates
Get started quickly with these pre-built forms. Experience them live on WhatsApp.
Customer KYC/Document Upload Form
Complete your KYC process by uploading necessary documents securely.
Try on WhatsApp →Feedback & Service Complaint Form
Provide your valuable feedback or raise a service complaint.
Try on WhatsApp →Ready to transform your policyholder experience?
Discover how WhatsForm can bring speed, simplicity, and security to your insurance operations.
Book an Insurance DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.