Policies, claims and renewals on WhatsApp.
Renewals lapse and claim questions pile up when communication is slow. We help insurers and brokers handle renewals, claims and leads on WhatsApp, with care for sensitive data.
ShieldSureonline
The pains we hear most
Insurance is a relationship that lives or dies on communication. Renewals lapse when reminders go unread, claim-status questions overwhelm support, and leads cool off without timely follow-up. We bring renewals, claim updates, policy documents and lead follow-up onto WhatsApp so customers stay covered and informed, while every flow is designed to handle their personal data responsibly.
Renewals that quietly lapse
Customers miss renewal reminders buried in email, and a lapsed policy means lost revenue and an uncovered customer.
Claim-status questions
Anxious customers chase you for updates on their claims, and your team spends hours repeating the same status answers.
Leads that need follow-up
Quote requests go cold when follow-up is slow or inconsistent, and potential policies are lost to faster competitors.
Policy documents to deliver
Sending policy schedules and documents reliably, and to the right person, is harder than it should be over email.
How Insurance use WhatsApp with Whatsoza
A typical flow — the exact steps are tailored to your setup.
WhatsozaWhat Whatsoza delivers
Renewal reminders that prevent lapses
Send timely renewal reminders on WhatsApp with a clear path to pay, so fewer policies lapse and customers stay covered.
A claim-status assistant
A WhatsApp assistant answers claim-status questions and gathers details, easing the load on your team and reassuring customers.
Lead follow-up and document delivery
Follow up on quote requests automatically and deliver policy documents securely on WhatsApp, keeping leads warm and customers informed.
WhatsApp moments that matter
Renewal reminder to payment
Ahead of expiry, a customer receives a renewal reminder on WhatsApp with their premium and a secure link to renew in a few taps.
Claim-status self-service
A customer asks about their claim and the assistant returns the current status and next steps, escalating to a handler when needed.
Quote follow-up
After requesting a quote, a prospect gets timely WhatsApp follow-ups with their options, keeping the conversation alive until they decide.
The services that fit best
WhatsApp Cloud API Setup
We set up the WhatsApp Cloud API end to end: account, number, hosting, webhooks, first templates and testing…
ExploreWhatsApp Notifications
We send your transactional notifications over WhatsApp — with approved templates, event triggers, system hooks and delivery monitoring…
ExploreAI Customer Support Bots
We build AI support bots grounded in your knowledge base that answer instantly, escalate when needed, speak your…
ExploreLead Generation Automation
We connect click-to-WhatsApp ads to capture flows, instant replies, CRM routing and scoring — so every lead is…
ExplorePayment Reminders
We automate payment reminders over WhatsApp — gentle sequences with payment links, escalation and receipts — so you…
ExploreCRM Integration
We connect WhatsApp to your CRM with two-way sync, contact and lead mapping, activity logging and automation triggers…
ExploreConnected to the systems you already run
WhatsApp wired into the tools you work in every day — so every conversation updates the right record automatically.
Explore all integrationsCompliant & safe
Customer data is handled responsibly with consent at every step, sensitive information is shared on a need-to-know basis, and flows are designed around the data-protection obligations insurers must meet.
Questions, answered
Get your insurance WhatsApp plan.
Book a free, no-obligation consultation with a real WhatsApp specialist — or start a chat with us right now.
No obligation. A real expert, not a sales bot.