For insurance agents, brokers & POSPs

WhatsApp for insurance that never lets a policy lapse.

Qualify leads with a few quick questions, collect documents in the chat, and send renewal reminders well before the due date, all on the official WhatsApp Business Platform.

Get started
  • Lead qualification with buttons and forms
  • Documents collected in the chat
  • Renewal reminders at 30, 15 and 3 days
85%+messages readWhatsApp is opened, not filtered
3xmore engagementthan traditional follow-up channels
24/7replies, no extra hiresthe chatbot answers the common questions
~20 minto go liveconnect the number and send the first message
What runs on its own

More policies. Fewer lapses.

The insurance flows teams switch on first. Each one starts from something your customer does.

Lead qualification

A few quick questions on cover, members and budget before your team calls.

New lead says hi How many members should it cover?

Quotes & brochures

Plans, brochures and comparison sheets sent in the chat.

Lead qualified Here are 3 plans for you 📎

Document collection

KYC and policy documents collected with a WhatsApp form.

Ready to buy Upload your documents here

Renewal reminders

Reminders at 30, 15 and 3 days before the due date.

30 days before renewal Your policy renews on 12 April

Claim updates

Status updates at every step of a claim.

Claim status changes Your claim is approved ✅

Birthday & festival wishes

Stay in touch through the year, not just at renewal.

Client’s birthday Happy birthday from SecureLife 🎂
Works with your tools

Plugs into what you already use.

Contacts, bookings and payments flow into WhatsApp without custom development.

See which plan includes what →
  • WhatsApp FormsKYC and requirement forms
  • Contact fieldsPolicy type and renewal date
  • Follow-up automationRenewal reminders on schedule
  • Shared inboxAgents work leads from one number
  • Google SheetsLeads from your sheets and forms
  • SegmentsBy policy, renewal month or city
Results

The numbers, before and after.

Traditional insurance follow-up next to WhatsApp automation with UpScaleUp.io.

Message open rate
20%
85%
Lead-to-policy rate
5%
40%
Client engagement
23%
3x
Response speed
15%
98%
Renewal rate
10%
90%

Based on average performance of growing businesses using UpScaleUp.io for 90+ days.

Why Insurance teams choose us

Built for how you actually work.

01

Live in days, not months

Ready-made templates and a simple flow builder get your first messages to policyholders out fast.

02

No-code automation

Your team builds and tweaks flows by drag and drop. No developers needed.

03

One shared inbox

Everyone on your agency team replies to policyholders from the same WhatsApp number.

04

Analytics that matter

See who read, who replied and what converted, so you double down on what works.

05

Help when you need it

Onboarding and best practices, so your first flows go live smoothly.

06

Policy-friendly by design

Opt-in and consent are built in, so you grow without putting your number at risk.

FAQ

Questions, answered.

What insurance teams ask before they start.

Want to see it for your agency?

We’ll walk you through the flows above on a quick call, set up the way you work.

Or write to us →
Can we send renewal reminders automatically?

Yes. Store the renewal date on each contact, and reminders go out at the times you choose, such as 30, 15 and 3 days before.

Can clients share documents on WhatsApp?

Yes. Collect KYC and policy documents with a WhatsApp form or as attachments in the chat.

Can our agents share one number?

Yes. Your whole team works leads and renewals from one shared inbox, with chats assigned to each agent.

What does each message cost?

Meta charges per message: in India about ₹0.86 for a marketing message and ₹0.11 for a utility message such as a reminder or an update, plus 18% GST. We add 0% on top; your plan is the only fee from us.

Will my WhatsApp number get banned?

Bans come from unofficial tools and from messages people did not agree to receive. You send through Meta’s official API with approved templates, and opt-in is built in, which keeps you within Meta’s rules.

How quickly can we go live?

About 20 minutes for most teams: connect the number, import your contacts and send the first message. We help with your Meta Business Portfolio, the blue tick application and your first templates.

Also built for

E-commerce & D2C Real Estate Healthcare & Clinics Education & Coaching Travel & Tourism Restaurants & Cafés Finance & Advisors Fitness & Wellness Automobile Events & Webinars SaaS & IT Retail & Franchise Salons & Spas Hotels & Hospitality Grocery & Kirana Pharmacy Logistics & Courier Jewellery NGOs & Non-profits