WhatsApp Templates for Insurance

👋 Hi {{name}}! Welcome to {{agency_name}}. I'm {{agent_name}}, your dedicated insurance advisor. I'm here to help you protect what matters most. Your policy details: 📋 Policy #: {{policy_number}} 🛡 Coverage: {{coverage_type}} 📅 Valid until: {{expiry_date}} Any questions? Just message me here anytime.

⏰ Your {{coverage_type}} policy expires in {{days}} days! Policy #{{policy_number}} 📅 Expiry: {{expiry_date}} To renew (no forms needed): ✅ Reply RENEW and I'll send you the updated quote Don't leave yourself unprotected! 🛡

🚨 URGENT: your {{coverage_type}} policy expires TOMORROW! Policy #{{policy_number}} Renew NOW to avoid a coverage gap. Reply RENEW or call {{phone}} immediately. Your protection matters 🛡

✅ We've received your claim #{{claim_id}}. Coverage: {{coverage_type}} 📅 Date of incident: {{incident_date}} 👤 Assigned adjuster: {{adjuster_name}} You'll receive an update within {{sla_hours}} business hours. Track your claim here: {{tracking_link}} Any questions? Reply here anytime.

📋 Update on your claim #{{claim_id}}: Status: {{status}} {{status_details}} Next step: {{next_step}} Estimated resolution: {{resolution_date}} Questions? Reply here and {{adjuster_name}} will respond shortly.

✅ Great news! Your claim #{{claim_id}} has been resolved. 💰 Settlement amount: {{settlement}} 📅 Payment date: {{payment_date}} Thank you for your patience throughout this process. If you have any questions, I'm here 🛡

🛡 Hi {{name}}! Based on your profile, I think you could benefit from our {{product_name}}. ✅ {{benefit_1}} ✅ {{benefit_2}} ✅ {{benefit_3}} Starting from just {{price}}/month. Interested in a no-obligation quote? Reply YES and I'll prepare one for you in minutes.

📄 Hi {{name}}, to process your {{request_type}}, we need the following documents: {{documents_list}} You can send them directly here or via email to {{email}}. Any questions? I'm here to help! 🛡

📋 Hi {{name}}! Time for your annual policy review. A lot can change in a year — home improvements, new vehicles, family additions — and your coverage should reflect that. Shall we schedule a quick call to make sure you're fully protected? Reply here to book a time 🛡

🎁 {{name}}, share the protection! Refer a friend to {{agency_name}} and BOTH receive {{reward}}. Just share this message or give them my contact. When they take out a policy, the reward is yours! Thank you for your trust 🛡