Industry Wise

Best WhatsApp Message Templates for Insurance

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Insurance is more than just sales tactics and promotions. It's about building relationships and staying connected with your clients. Studies reveal that 81% of clients switch insurance agents due to insufficient and infrequent communication.

To figure out the concern and drive more customer interaction with your insurance business, WhatsApp marketing comes in. Since the WhatsApp Business API was launched on the market, messaging workflow and analysis performance have changed.

However, sending regular messages regarding premium reminders, live updates, and more can be more time-consuming and difficult.

But not anymore; we’ve come up with the 6 best WhatsApp message templates for insurance to speed up communication and cut down on manual work.

Let's explore some of the top insurance message templates, helping you send more messages efficiently 👇.

Best WhatsApp message template for insurance sectors

Template for a Welcome Message

It’s important to give your customers a warm welcome when they send you a message for the first time. It leaves a strong impression in the user’s mind and sets the tone of the tone of the conversation..

Here is a template for that:

Hello [Recipient_name], 👋

Thank you for contacting [the insurance company]. I am [an insurance agent] and will assist you in your financial planning.

Please call or text back when you are free.

Message Templates for Appointment Reminders

It’s great to send appointment reminder messages to customers in case they forget about an appointment. Leverage WhatsApp broadcasting features to let your customers know about upcoming appointments and reduce no-show rates.

Hello [Recipient_name],

This is a simple reminder that you’ve scheduled an appointment today at [time].

Don’t forget it; we’re waiting for you! 🤝

Let us know if you want to reschedule.

Message template for policy renewal reminder

Hi [customer name],

This is a friendly reminder to renew your insurance policy with us.

Keeping your coverage up-to-date ensures you're protected when you need it most.

Let me know if you have any questions or need assistance with the renewal process.

Message Templates for Follow-Ups

Hello [customer name]👋

It’s been a week since we talked about health policy.

So what do you think? May I know when you’re available to discuss your policy?

Thanks for your consideration!

Message template for a discount offer

Hello [Customer Name],😊👋

We're currently offering a special discount on our insurance products.

This is a limited-time offer, so it's a great opportunity to review your coverage and potentially save on your premiums.

Let me know if you'd like to take advantage of this discount!

Message templates for promotions

Sending a promotional message that contains discounts and special deals can catch your clients’ attention.

Here are some templates you can use:

Hello [Recipient Name], 👋

As part of our servicing offerings, our general insurance partner offers car and motor cycle insurance at promotional rates.

Simply click on the [website link] or get in touch with a financial consultant to find out more.

Message template feedback request

Hi [Name], We value your opinion and would appreciate it if you could take a moment to provide feedback on your experience with our insurance services. ⏲️

Your feedback helps us improve and better serve your needs in the future.

Thank you for your time.

General Inquiry Response

Hello [Recipient Name],

Thank you for reaching out with your inquiry.

To better assist you, could you please provide more details about your question or concern?

We're here to help, and we look forward to resolving any issues you may have.

Explore more message templates.

There is a wide range of WhatsApp message template libraries that you can easily access and download for free.

Additionally, you can customize the template and create one that fits your requirements by changing the values. Creating and sending messages at scale doesn’t have to be complicated; with the Chatix app, you can easily create a broadcast list and send them a message at your convenience.

Explore more features of Chatix app and boost engagement through WhatsApp marketing.


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