Claims filing, policy renewals, document collection, and policyholder support — all handled on WhatsApp. Build trust with policyholders when they need you most.
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Insurance is a trust business — and every delayed claim or missed renewal erodes that trust permanently.
When something goes wrong, policyholders are already distressed. Making them fill PDFs, email attachments, and queue for call centre agents makes a bad day much worse — and damages your NPS permanently.
Email renewal notices have low open rates. Policyholders let coverage lapse not because they want to cancel — but because the reminder never cut through. Lost renewals mean lost revenue and unprotected customers.
Chasing policy documents, claim evidence, and endorsement requests across email threads delays processing. Each follow-up round adds days to turnaround and frustrates both staff and policyholders.
Most policyholders don't understand what they're covered for until they need to claim. Poor communication about policy details leads to disputes, complaints, and lost trust at claim time.
Every policyholder interaction — structured, fast, and built for trust.
Policyholders file their First Notice of Loss via a conversational WhatsApp form that collects incident details, damage photos, and supporting documents. Claim ID issued instantly. Stress reduced, processing accelerated.
Automated WhatsApp reminders 30, 14, and 3 days before policy expiry include coverage summary and a one-tap payment link. WhatsApp open rates of 85%+ ensure policyholders actually see the renewal notice.
Request and receive policy endorsement documents, medical reports, repair estimates, and ID proof via WhatsApp. Structured forms ensure correct documents are collected the first time — no back-and-forth.
Policyholders ask about coverage, exclusions, claim limits, and network hospitals via WhatsApp bot — at 11pm before a hospital visit, not during your call centre hours. Instant answers build confidence and reduce inbound calls.
From first claim contact to settlement confirmation — structured on WhatsApp.
After an incident, policyholder messages your WhatsApp number. Bot identifies whether they need to file a claim, check policy details, get renewal support, or submit documents.
A step-by-step conversational form collects incident date, description, damage photos, and supporting docs. Each step is simple — even in a stressful moment.
Policyholder receives a claim reference number immediately via WhatsApp. No uncertainty. No waiting for a call centre to "log" the claim.
Your team receives a complete, structured claim report with all documents attached. No missing information to chase. Assessment can begin immediately.
Claim status updates sent proactively via WhatsApp at each stage. Final settlement notification delivered with payment details. Post-claim satisfaction survey triggered automatically.
Faster processing, higher retention, and trust built at every touchpoint.
Complete FNOL data and documents collected upfront means assessors start faster. Fewer rounds of follow-up, shorter cycle time.
WhatsApp reminders with direct payment links recover a large share of policies that would otherwise lapse from missed email notices.
Policy information bot handles coverage queries, network hospital lookups, and claims status checks without agent involvement.
Every document submission, claim interaction, and policy communication is logged with timestamps. Regulatory audit trails maintained automatically.
Being there on WhatsApp — instantly, at any hour — when something goes wrong is the single biggest driver of policyholder loyalty and referrals.
Every policyholder journey stage — supported on WhatsApp.
Structured WhatsApp FNOL forms reduce average time to register a claim from hours to under 15 minutes.
WhatsApp renewal reminders with direct payment links recover policies that would otherwise lapse unnoticed.
Empathetic, instant support on WhatsApp during claims dramatically improves satisfaction scores versus call-based claims.
"Our renewal lapse rate dropped by over a quarter after we moved reminders to WhatsApp with direct payment links. Policyholders actually read the messages, and the friction of paying went to near-zero. WhatsForm paid for itself in 6 weeks."
Head of Retention, General Insurance Company — India
Join insurance companies using WhatsApp to process claims faster, retain more policyholders, and build lasting trust.
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