| Sr. No | Template Name | Template Body |
| 1 | Introduction Message | Hello {{recipient_name}}, thank you for opting in to receive messages from {{insurance_company}}. I am {{insurance_agent}} and will assist you in your financial planning. Please call or text back when you are free. |
| 2 | Appointment Reminder | Hello {{recipient_name}}, looking forward to speaking with you today at {{appointment_time}}. Feel free to let me know if you need to reschedule. Hello {{recipient_name}}, looking forward to meeting you today at {{meeting_location}}. Here is a link for directions to my office: {{map_link}} |
| 3 | Policy Changes | Hello {{recipient_name}}, this is just a reminder that the terms of your policy, {{insurance_policy}} have been updated. To review the updates of this policy please click log into your account: {{website_url}} |
| 4 | Follow- Up | {{recipient_name}}, it looks like you just filled out a quote on {{website_url}}. I am following up to see how we may be of assistance and if you have any questions. I look forward to speaking with you. Hello {{recipient_name}}, thank you for taking time off to speak with me over the phone earlier. May I know when you’re available to fix a time to discuss your policy? |
| 5 | Welfare Text | Happy Birthday {{recipient_name}}! Wishing you a spectacular day. Thanks for being a valued client of {{insurance_company}}. |
| 6 | Policy Updates | {{Insurance_company}}: Proposal for {{recipient_name}} — {{insurance_policy}} is being reviewed. We will inform you in due course. {{Insurance_company}}: Congrats! Policy for {{recipient_name}} — {{insurance_policy}} has been approved. Login to {{website_url}} to view your policy now. |
| 7 | Account Updates | {{Insurance_company}}: You have made changes to your access ID — {{access_ID}}. If you did not make this change, please call {{contact_number}}. |
| 8 | Alerts | From {{date}}, we’ll begin sending letters such as payment and renewal notices, payout letters and more, digitally instead of via mail. For more information or to opt- out, visit {{website_url}} |
| 9 | Payment Reminders | {{Insurance_company}}: Your payment for {{insurance_policy}} was unsuccessful. Please reach out to your Financial Consultant as soon as possible to complete payment. |
- Products
SMS/ MMS
Send and Receive Text Messages
WhatsApp Business API
Provide Your Customer's Rich Experience on WhatsApp
WAZupp
Connect Personal or Business WhatsApp with QR Scan
Live Chat
Generate leads from website, support your customers from website and more
Voice Calls
Reach out quickly on calls and have every call interaction logged in CRM
Available on
Engage on HubSpot
Enable SMS and Whatsapp Messaging and Extend the Capabilties of HubSpot
Messaging On GoHighlevel
Close Deals Fasters on GHL Via SMS/Whatsapp Messaging
Messaging on Salesforce
Simplify Your Customer Communication With Salesforce
Connect With
Messaging on Zoho Apps
Seamless messaging on Zoho CRM, Zoho Bigin, Campaigns and more
Stripe Messaging App
Elevate Your Payment Experience And Boost Your Business
Messaging on SuiteDash
Enhance SuiteDash With SMS & WhatsApp Capabilities
Workflow Automation
Automate the actions based on events, keywords and more
Connect With
Workflow Automation
Automate the actions based on events, keywords and more
