Free Templates
WhatsApp Templates for Insurance Brokers
Insurance brokers who follow up quotes via WhatsApp within 1 hour convert 5x more leads than those who wait 24 hours. These templates cover the full policy lifecycle.
15 templates
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Quote Sent Follow-Up
2 hours after sending quote
Hi {{1}}, I sent over your {{2}} quote earlier. Any questions before you decide? Happy to compare options or adjust the coverage.
Policy Confirmed
After policy purchase
{{1}}, your {{2}} policy is active! Policy number: {{3}}. Certificate sent to {{4}}. I'm your contact for any claims or changes.
Renewal Reminder — 60 Days
60 days before expiry
{{1}}, your {{2}} policy renews on {{3}}. I'll get you a comparison of options by {{4}} — any changes in your situation I should factor in?
Renewal Reminder — 30 Days
30 days before expiry
{{1}}, 30 days left on your {{2}} policy (expires {{3}}). Here are your options: {{4}}. Best value: {{5}} at {{6}}/yr. Want to confirm?
Renewal Reminder — 7 Days
Final nudge
{{1}}, urgent: your {{2}} cover expires in 7 days on {{3}}. To avoid a gap, reply YES and I'll process your renewal now. 2 minutes.
Claim Filed Confirmation
After claim submitted
{{1}}, your {{2}} claim has been filed. Reference: {{3}}. Estimated processing: {{4}} business days. I'll update you at each step.
Claim Update
During claims process
{{1}}, update on claim {{2}}: {{3}}. Next step: {{4}}. Questions or documents needed? Reply here and I'll help.
Claim Settled
After payout approved
Good news, {{1}}! Claim {{2}} has been settled. Payout of {{3}} will reach {{4}} within {{5}} business days.
Cross-Sell — Life Cover
After home/car policy
{{1}}, with {{2}} sorted — have you thought about life cover? A basic plan for your profile starts at {{3}}/month. Worth a quick comparison?
Cross-Sell — Home
After car policy
{{1}}, home insurance is often cheaper than people think. Based on your postcode, I can quote you in 60 seconds. Interested?
Mid-Term Change Confirmation
After policy amendment
{{1}}, your {{2}} policy has been updated: {{3}}. New premium: {{4}}/yr (change of {{5}}). Updated documents sent to {{6}}.
Referral Programme
To satisfied clients
{{1}}, if a friend or colleague needs {{2}} insurance, refer them and you'll both save {{3}}. Your link: {{4}}
Market Hardening Alert
When premiums rising sector-wide
{{1}}, heads up — {{2}} premiums are rising across the market. Renewing early could lock in current rates before {{3}}. Want me to pull options now?
Document Expiry Reminder
When supporting doc expires
{{1}}, your {{2}} linked to policy {{3}} expires on {{4}}. Please send an updated version to keep your cover valid.
Annual Review Invite
Yearly touchpoint
{{1}}, time for your annual insurance review! Life changes fast — let's make sure your cover still fits. 20-minute call: {{2}}
Frequently asked questions
Can insurance brokers use WhatsApp to share policy documents?
In most markets, yes. WhatsApp's end-to-end encryption makes it more secure than email for document sharing. However, always check your regulatory body's requirements — some markets require signed consent for digital document delivery.
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