Renewals, reminders and leads on WhatsApp.
Policy renewals and EMI reminders that get read, OTPs in seconds, and a chatbot that qualifies loan and insurance leads.
Safe, timely, read.
- 1Send reminders that get read
EMI, premium and renewal reminders go out as utility templates about each customer’s own account.
- 2Qualify leads
A chatbot asks product, amount and city with buttons and assigns qualified leads to an advisor.
- 3Send OTPs securely
One-time passwords go out as authentication templates with a copy-code button, at ₹0.1150 each in India.
Trust starts with the right message.
Renewal and EMI reminders
Utility templates about each customer’s own policy or loan, on schedule.
OTPs
Authentication templates with a copy-code button.
Lead qualification
Product, amount and city with buttons, then an advisor.
Advisor inbox
Assign leads and service requests to the right team.
AI for product questions
Eligibility, documents needed and process answered from your own information.
API and webhooks
Trigger reminders and updates from your core systems.
Never ask for full card numbers, account numbers or national ID numbers (such as Aadhaar) in chat; WhatsApp rejects templates that do. Collect sensitive data on your own secure systems.
Finance & Insurance FAQ
Can we send OTPs on WhatsApp?
Yes, as authentication templates created from Meta’s template library with a copy-code or one-tap button. They cost ₹0.1150 each to Indian numbers from October 2026.
Are EMI and renewal reminders marketing or utility?
A reminder about a customer’s own policy or loan can be utility. Cross-selling another product is marketing.
Can customers share documents or card numbers on WhatsApp?
Don’t ask for full card numbers, account numbers or national ID numbers in chat; WhatsApp rejects templates that request them. Use your own secure systems for sensitive data.
Can we trigger messages from our own systems?
Yes. Automate AI has a REST API and webhooks, so your systems can send reminders and updates.
Reach customers where they read.
Set up renewal and EMI reminders, OTPs and a qualifying chatbot on one WhatsApp number.
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