Use cases · Financial services

WhatsApp for insurance agents, financial advisors and NBFCs

Send renewal reminders, answer policy questions and follow up leads, with every conversation on record

How insurance agents, mutual fund distributors, financial advisors and NBFCs use Awaaz to send renewal and EMI reminders on WhatsApp, answer common policy questions and follow up leads from one shared inbox.

The problem

Renewals are missed because the reminder was a call that went unanswered. Advisors run their business from a personal phone, so when someone leaves, the client history leaves with them.

How Awaaz helps

  • Renewal and EMI reminders go out as approved template messages on the date that matters, and replies come back to the shared inbox.
  • Every client conversation stays in the firm's workspace, assigned to an advisor, with notes and history kept when people change.
  • The AI agent answers general questions such as documents needed, claim process steps and office timings, and hands anything about a specific policy, advice or claim to an advisor.
  • Leads from ads are followed up on WhatsApp and pushed to your CRM; LinkedIn lead forms are coming soon.

What it looks like

Business: Hi Amit, your health policy renews on 12 November. Reply YES to receive the renewal link, or CALL for your advisor to call you.

Customer: CALL

AI agent: Sure, I've asked Neha, your advisor, to call you today. Is any time better for you?

Set it up

  1. Connect the firm's WhatsApp number and invite advisors.
  2. Import clients with renewal dates and tags.
  3. Create renewal reminder templates and schedule them.
  4. Set the AI agent to hand over anything about advice or a specific policy.

What changes

  • Clients are reminded on WhatsApp before the due date.
  • Client history belongs to the firm, not to one person's phone.
  • Advisors spend time on advice, not on routine questions.

Features used

Approved template reminders · Shared inbox with assignment · AI agent with hand-over rules · LinkedIn lead forms (coming soon) · CRM push

Questions

Does the AI give financial advice?
No. You decide what it may answer. Anything about advice, a specific policy or a claim goes to an advisor.
Is the conversation history kept if an advisor leaves?
Yes. Chats belong to your workspace, so a new advisor sees the full history.

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