🛡️Professional Services

Renewals Never Lapse. Claims Never Confuse.

Automate policy renewal reminders, guide clients through claim processes via WhatsApp, and cross-sell at the perfect moment — building a loyal book of business.

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95%

Policy Renewal Rate

9:41

Business

Online

Policy renewal reminder + claim guidance

🛡️ Policy Renewal Reminder Dear Amit, Your Star Health Insurance Policy (No. SH-4829XX) expires on 15 Aug 2024 (30 days left). Renew now to avoid a lapse in coverage: 💰 Renewal premium: ₹18,400 Pay here: pay.link/star-health-renewal Need help? Reply to this message.

12:10

Can I increase the sum insured to 10 lakhs when renewing?

12:13

✅ Yes! Sum insured top-up is available at renewal. 5L → 10L upgrade: ₹28,900/year (additional ₹10,500 vs current premium) No medical tests required as you've been insured continuously. Shall I prepare the documents for 10L renewal? 🏥

12:16

Type a message

95%

Policy Renewal Rate

40%

Cross-Sell Conversion

Claim Process Speed

3.5x

Client Lifetime Value

The Exact Problems Insurance Agents Face

And how WhatsApp automation fixes each one

📋

Policy renewals lapse when nobody reminds clients

18% lapse rate

Client's health insurance expires on March 15th. Nobody sent a reminder. Policy lapses. Medical expense during gap = catastrophe.

😕

Claim process is confusing and stressful for clients

65% need hand-holding

Client in an accident at 11 PM. Can't reach you. Doesn't know which documents to collect. WhatsApp claim guide helps immediately.

💰

Cross-sell opportunities missed at renewal time

₹15,000 avg missed per client

Client renews car insurance. Perfect moment to offer health insurance top-up. Nobody asks because there's no system.

How Insurance Agents Automate with Reputoo

A step-by-step WhatsApp journey built for your business

🔔

Renewal reminders at 60, 30, 15, and 7 days

Automated WhatsApp sequence starts 60 days before expiry. Each message with payment link and personal message.

→ 95% renewal rate

🛡️

Claim initiation guide sent at time of need

Client sends "accident" or "hospitalised" keyword → instant step-by-step claim guide + contact sent.

→ 2x faster claim initiation

💰

Cross-sell at renewal (health → life, car → home)

After renewal confirmed, bot suggests complementary policy with personalised reason.

→ 40% cross-sell conversion

📊

Annual portfolio review sent to each client

Yearly WhatsApp: "Your portfolio review — gaps in coverage." With schedule for call.

→ 3.5x client lifetime value

Tools Built for Insurance Agents

Every feature you need — nothing you don't

⚙️

Automation Sequences

Multi-step automated follow-ups

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🔑

Keyword Flows

Trigger flows with specific keywords

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🤖

AI Chatbot

Instant 24/7 WhatsApp responses

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📢

WhatsApp Broadcast

Send campaigns to thousands at once

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Questions from Insurance Agents

Everything you need to know before starting

How do I prevent insurance policy lapses using WhatsApp reminders?+

Reputoo sends automated renewal reminders at 60, 30, 15, and 7 days before every policy expiry — with a payment link. Insurance agents see policy lapse rates drop from 18% to under 5%.

How do I guide clients through insurance claims via WhatsApp?+

Train Reputoo's chatbot with claim procedures for each insurance type. When a client messages about an accident or hospitalisation, they get an instant step-by-step guide — even at 2 AM.

When is the best time to cross-sell insurance to clients?+

Immediately after renewal confirmation — client is already in "insurance mode." Reputoo automatically sends a personalised cross-sell suggestion: "You have health insurance — have you considered a term cover for your family?"

Can I send regulatory and product updates to all clients via WhatsApp?+

Yes. IRDAI guideline changes, new product launches, premium revision announcements — broadcast instantly to relevant clients. Agents who share proactive updates build strong advisory relationships.

How do I manage new insurance leads from WhatsApp efficiently?+

Reputoo's bot handles inbound inquiries — collects requirements (age, type of insurance, budget), qualifies the lead, and routes to you with full context. You focus on closing, not collecting basic information.