WhatsApp Template Message for Insurance
What is WhatsApp Message Template?
“A WhatsApp message template is a pre-approved message format that frequently includes dynamic and interactive information. Companies can use these messages to automate and simplify their communications with authorized customers.”
Personalized communication is a powerful tool for businesses to generate sales and develop strong client relationships. Due to its extensive usage, WhatsApp offers businesses a great way to interact with clients directly and effectively. Businesses can create messages that resonate with their audience and are specific to the needs of the business and different sales scenarios using WhatsApp templates.
1. Welcome Message Notification:
Send a heartfelt “Welcome” message to new signees via WhatsApp. Inform them that you would be using WhatsApp to communicate updates, promotional messages, and other content.
Give them the choice to unsubscribe from receiving these notifications as well.
Welcome Message Template for New Users on WhatsApp:
Hey [Name],
Welcome aboard! 😊 We’re excited to keep you in the loop with the latest offers and updates on our insurance products.
If you ever wish to opt out, just reply with “STOP,” and we’ll stop sending you updates.
Best regards,
[Insurance Company Name]
2. Appointment Reminder Notification:
Users can receive appointment reminders to help them remember their scheduled time. Here, if they’re unable to attend or are too busy, you can give them the option to reschedule the meeting.
WhatsApp Template Message for Appointment Reminder:
Hey [Name],
This is [Insurance Agent Name] from [Company Name]. Just a quick reminder about our call scheduled for [Time].
Let me know if anything changes.
Looking forward to speaking with you!
Have you recently met with a potential customer? Don’t forget to send a WhatsApp notification thereafter. It can be to finish the insurance policy or to schedule the next meeting. WhatsApp Template Message to Follow Up with Users:
Hey [Name],
Thank you for taking the time to speak with me earlier. I hope I was able to address all your questions.
When would be a good time for us to reconnect and discuss the insurance policy further? Looking forward to assisting you!
Regards,
[Your Name], [Company Name]
Hey [Name],
How are you? It’s been a while since our last call. When would you be available to go over the policy details?
CTA: Call Now
Use a WhatsApp Notification to share the good news that policy applications have been approved. WhatsApp Template Message for Insurance Policy Approval:
[Name], Congratulations 🎉!
Your application for the [Policy Name] has been approved.
Sign in now to view all the details. If you have any questions, feel free to give us a call!
CTA: Sign-in | Call Now
Use WhatsApp to send promotional messages to increase sales of your insurance policies. 98% of WhatsApp alerts are read, and 45–60% of them are clicked through. WhatsApp Template Message for Policy Promotion:
Buy [Policy Name] from [Company Name] for just [price]!
T&Cs apply.
Save big when you secure your policy today! For any questions, our agents are just a call away.
CTA: Buy Now | Call Now
You can use the WhatsApp Templates listed below for your banking and finance platform.
3. WhatsApp Notification for Recovery of Loan/Insurance Application:
Applications for loans and insurance are lengthy, therefore a lot of customers may stop in between. Send them a reminder over WhatsApp to get them to return and complete the form.
Here’s a sample WhatsApp message template for application drop-off reminders:
Dear [Name],
Thank you for choosing [Company Name] as your preferred insurance provider on our website.
To complete your registration, please click the button below.
CTA: Complete Registration
Dear [Name],
Thank you for choosing [Bank Name] for your personal loan.
We have some exciting offers waiting for you! Complete your loan application to unlock these exclusive benefits.
CTA: Complete Application, Call Now
Use this template message to notify users who have applied for loans that their loan request has been accepted.
WhatsApp Template Message for Loan Approval:
Hi [First Name],
Great news! Your loan with [Bank] has been approved.
Please find your loan documents attached below. For any queries, feel free to reach out to us.
Kind regards,
[Bank Name]
4. WhatsApp notification for new account creation:
Welcome new customers who have signed up for a WhatsApp account with your bank. Users should be informed about the notifications you want to send them, as they are very suspicious of communications they do not wish to receive. WhatsApp Template Message for Users Who Created New Accounts:
Thank you for opening a new account with [Your Bank Name]!
We’ll use this chat to keep you updated on transactions, monthly statements, and special promotions.
You can manage all your online banking conveniently from your mobile device.
If you wish to opt-out, simply reply with STOP.
Regards,
[Bank Name]
Customers can receive promotional offers from you for credit cards, loans, and other services. The following is an example of a loan promotion template message.
Hey [customer name],
We truly appreciate having you as a valued customer!
As a token of our gratitude, you’ve been pre-approved for a special offer — [amount] loan/new credit card/bank services, just for you.
Act fast! This offer is valid until [DD/MM/YYYY].
CTA – Call Now
The greatest way to inform users of recent transactions is through WhatsApp Notifications. These are a few samples of automated transactional messages you can send to WhatsApp users.
5. Amount Debited from Account:
Whenever a user completes a transaction, send transactional updates via WhatsApp. WhatsApp Template Message for Amount Debited:
Your account ending with [xxxx] has been debited by [Amount].
Updated Balance: [Balance]
If you did not authorize this transaction, please contact us immediately.
CTA Button: Call Now
6. WhatsApp OTP Notification:
WhatsApp Template Message for OTP Verification:
[OTP] is your one-time password for the transaction of [amount] on the card ending in [xxxx]. This OTP is valid for 5 minutes.
Please do not share your OTP for security reasons.
— [Bank Name]
With end-to-end encryption guaranteed, you can send users on WhatsApp month-end bank account statements without worrying about security. This is a sample WhatsApp message template for the month-end bank statement.
Hi [Name],
Your statement for the month of [month name] is now ready.
Please find the attached PDF for a detailed breakdown of your account activity.
If you have any questions, feel free to reach out!
Best regards,
[Bank Name]
7. WhatsApp Notification of Fraud Alert:
Send the user a Fraud Alert on WhatsApp if you notice strange behavior on their account so they are aware of it. WhatsApp Template Messages for Fraud Alert:
Security Alert:
We’ve detected unusual activity in your account. If this activity was initiated by you, no further action is required. However, if you did not initiate this activity, please call us immediately.
To learn more, log into your account securely.
CTA: [Call Us] | [Log In]
Important Notice:
We are aware of fraudulent text messages being issued. [Your Bank Name] will never text or call you to request or update your online banking details.
Stay vigilant!
Down servers are the number one reason why users get angry. So, send them a WhatsApp notification in advance of any bank server repair. WhatsApp Template Message For Bank Server Maintenance:
Dear Valued Customer,
We’re currently enhancing our [Bank Name] Mobile Banking App to serve you better. During this time, the app will be temporarily unavailable from [Time] to [Time] on [Day].
If you have any questions or concerns, please don’t hesitate to call us.
CTA: [Call Now]
Thank you for your understanding!
How to Send WhatsApp Message Template
WhatsApp templates can only be sent through WhatsApp Business API-based platforms, ensuring compliance with WhatsApp’s policies and enabling efficient communication with your customers.
Our platform allows you to create customized template messages tailored to your audience, enhancing engagement and ensuring your communications are clear and professional.
The approval process for these templates is designed to be straightforward, allowing businesses to streamline their messaging strategies. By utilizing template messages, you can maintain consistency in your communication while also providing important updates, promotional offers, and customer support notifications.
This feature is essential for businesses looking to enhance their customer interactions and improve response rates.
Wrapping It Up:
Learning how to communicate effectively on WhatsApp will help you build stronger relationships with both new and existing clients. Strong relationships that engage and convert recipients can be made by customizing your messages, concentrating on what matters to your target, and scheduling your follow-ups effectively. There are customizable, interactive, and occasion-specific WhatsApp templates available. Prepare all of your templates and talk to customers in a productive way. The given templates provide a fantastic starting point for writing messages that effectively interact with and captivate your audience, whether you’re welcoming new consumers, giving special promotions, or re-engaging existing ones.
Beyond merely making sales, using WhatsApp for business is about fostering relationships, providing value, and leaving a lasting impression on clients. Every message you send has the potential to increase sales and demonstrate your dedication to your customers, whether it’s promoting a new product, sharing a promotion, or simply checking in.
Using WhatsApp templates in your sales plan can have a significant impact as we approach 2025. These templates can help you double your sales with careful customization and smart use, demonstrating that timely communication and a human connection are essential for success in digital marketing.
