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.
Free template workshop
A filterable set of editable drafts for operational messages across 23 industries. Choose a workflow, replace the variables, verify the facts, and run the readiness check before submission.
Direct answer
A WhatsApp message template is a reusable message structure that can include body variables and optional components. Creating a draft does not make it approved: adapt the wording to one clear use case, supply realistic examples for every variable, and create the finished template in WhatsApp Manager or through the Business Management API.
Browse the library
These are editable starting points, not pre-approved messages. Replace every placeholder, verify operational details, and submit the finished template through WhatsApp Manager or the Business Management API when approval is required.
Insurance Brokers message drafts loaded
Use these drafts for quote administration, document requests, renewal reminders, claim status, and appointment scheduling. Verify cover, exclusions, premiums, and claim decisions before sending.
15 Insurance Brokers drafts
Copy, edit, verify, submit
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.
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.
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?
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?
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.
After claim submitted
{{1}}, your {{2}} claim has been filed. Reference: {{3}}. Estimated processing: {{4}} business days. I'll update you at each step.
During claims process
{{1}}, update on claim {{2}}: {{3}}. Next step: {{4}}. Questions or documents needed? Reply here and I'll help.
After payout approved
Good news, {{1}}! Claim {{2}} has been settled. Payout of {{3}} will reach {{4}} within {{5}} business days.
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?
After car policy
{{1}}, home insurance is often cheaper than people think. Based on your postcode, I can quote you in 60 seconds. Interested?
After policy amendment
{{1}}, your {{2}} policy has been updated: {{3}}. New premium: {{4}}/yr (change of {{5}}). Updated documents sent to {{6}}.
To satisfied clients
{{1}}, if a friend or colleague needs {{2}} insurance, refer them and you'll both save {{3}}. Your link: {{4}}
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?
When supporting doc expires
{{1}}, your {{2}} linked to policy {{3}} expires on {{4}}. Please send an updated version to keep your cover valid.
Yearly touchpoint
{{1}}, time for your annual insurance review! Life changes fast - let's make sure your cover still fits. 20-minute call: {{2}}
Five-point release gate
A writing and operations check—not an approval guarantee.
0/5
checks passed
Put approved messages to work
Connect the WhatsApp Business Platform, organize team ownership, and trigger approved messages from customer events.
The numbered markers ({{1}}, {{2}}, and so on) show where your system supplies recipient-specific values. The exact API request also needs a template name, language, and matching components.
These drafts have not been submitted to Meta and are not guaranteed to be categorized or approved in their current form. Review the latest rules, consent requirements, and quality signals for your account and audience before sending.
Source check: Meta's official WhatsApp Business Platform collection documents the template endpoints and message payload. See the template API collection and text-template example.