WhatsApp for finance & insurance
Client conversations on the firm's number — not an advisor's phone.
Clients ask about renewals, documents and due dates on WhatsApp. wbm.link puts those chats in one team inbox on your firm's number, sends renewal and deadline reminders as utility templates, and keeps every conversation with the firm when an advisor moves on.
Sound familiar?
Where WhatsApp breaks down today
Clients live on personal phones
Every advisor keeps their own clients' chats, and they leave when the advisor does.
Renewals tracked in a diary
Policy renewals, KYC updates and filing deadlines, reminded by hand — when someone remembers.
Documents chased one by one
PAN, Form 16 and bank statements requested again and again, across scattered chats.
How wbm.link helps
Built for finance & insurance teams
Firm-owned inbox
Every client chat on the firm's number, assigned to an advisor, with notes on policies, loans or filings.
Learn moreRenewal & deadline reminders
Utility templates for premium renewals and filing deadlines, with each client's due date filled in from your imported list.
Learn moreAccess by role
Roles and permissions, agents limited to the numbers they work on, and clients' full phone numbers hidden from staff who don't need them.
Learn moreDocument lists on keyword
A client types “ITR” or “home loan” and gets the list of documents to send, instantly.
Learn moreAI for process questions
Office hours, document lists and next steps answered from your approved answers — and handed to an advisor when a client asks.
Learn moreOffers only to opted-in clients
New-plan and tax-season messages go only to clients who opted in; opted-out contacts are skipped automatically.
Learn moreMessages that work
Examples you can adapt
Utility templates cost a fraction of marketing ones in India, and replies inside a customer's 24-hour window need no template at all.
Dear {{1}}, the premium of ₹{{2}} for your policy {{3}} is due on {{4}}. Reply here if you'd like help renewing.
Hi Suresh 🙏 To file your ITR we'll need your Form 16, AIS and bank interest certificates. You can send photos or PDFs right here.
Hi {{1}}, ITR filing season is here. Book a call with our team this month to get your documents in order early. Reply YES for a slot.
Can insurance advisors send renewal reminders on WhatsApp?
Yes. A reminder about a client's existing policy is a utility template, sent to clients who agreed to be contacted on WhatsApp. Offers and new plans are marketing templates and go only to clients who opted in to receive them.
How do we keep client chats with the firm when an advisor leaves?
Connect the firm's number to the team inbox and give each advisor a login. Chats, notes and history stay on the firm's number, not on an advisor's personal phone.
Should financial documents be shared on WhatsApp?
Ask only for what a task needs, in the conversation itself, and follow your own regulatory and privacy obligations. Roles and hidden phone numbers keep client details to the staff who need them.
Other industries
Put your finance & insurance team on one WhatsApp number.
Create your account, connect your number with Meta's official sign-up and start replying from one shared inbox.