Lead qualification and renewals, that don't get ignored
Qualify loan and insurance leads, collect KYC securely, and chase EMI or premium renewals on the channel customers actually open — WhatsApp.
Loan & Policy Workflows Shipped Out of the Box
Stop losing qualified applicants to slow follow-ups and missed renewal calls.
AI Lead Qualification
Captures loan or policy type, ticket size, and eligibility, then routes qualified leads to a relationship manager.
Secure KYC Collection
OTP-verified upload links collect PAN, Aadhaar, and income proof without exposing documents in plain chat.
EMI & Renewal Reminders
Automated due-date reminders with a 1-tap payment link, sent ahead of every EMI or premium deadline.
Application & Claim Tracking
Real-time application status and claim progress updates pushed automatically from your core system.
"Is WhatsApp compliant enough for financial and insurance communication?"
All communication runs on your verified Green Tick business number through the official Meta Cloud API, with OTP-gated document links replacing unsecured chat attachments — giving you an auditable trail without sacrificing the open rates that make WhatsApp effective.