WhatsApp Business API can be a game-changer for the insurance industry by transforming how companies interact with customers. Here's how: Streamlined Communication: Send automated policy updates, claim status notifications, and renewal reminders directly to customers on their preferred platform. Answer frequently asked questions with chatbots, freeing up agents for more complex inquiries. Enhanced Customer Experience: Provide a convenient and familiar way for clients to reach you, improving overall satisfaction. Share policy documents, collect information securely, and facilitate two-way communication for a smoother insurance experience. Increased Efficiency: Automate repetitive tasks, freeing up agents to focus on personalized support. Broadcast important messages to large groups simultaneously, saving valuable time and resources.

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WhatsApp CRM & Helpdesk
WhatsApp
Business
Platform
for the
Insurance
Industry

2. +91 7028987266
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Helping banks engage with their customers using WhatsApp
With the WhatsApp Business Platform, you can create secure conversations that help give users
an easier way to manage their money, strengthening customer loyalty. With self-service
conversations on the WhatsApp Business Platform, customers can apply for loans, pay bills,
transfer funds, and more.
Banks were known to be offline interactions, but with the modern digital era and the shift of the
customer's interest in digital channels. This trend is shifting towards social media, messaging
and digital portals.
Now Banks and other financial institutions are choosing to opt for more effective and notable
platforms like WhatsApp.
BANK
BANK
WhatsApp Business Platform for the Insurance Industry

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2 billion WhatsApp
Users
234 countries have
WhatsApp users globally
100+ billion
messages sent daily
Most used and
downloaded
messaging app
Allows Bulk
Messages
Messages are
encrypted
Why WhatsApp is the best for you
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Start impactful conversations
that drive conversions
Conversation-based customer services for financial
institutions such as banks, credit providers, fintechs
to offer easy access to financial services using
WhatsApp Business API.
By adding a
touchpoint to
the customer
journey.
Reach more
customers
By reducing
dependency
on call center
teams.
Improve
customer
support
By responding
to customers
quickly and
conveniently.
Increase
customer
loyalty
+30%
increase in new accounts
opened for LATAM financial
service organizations in
2020 using the WhatsApp
Business Platform
(*Source: Aggregate client
data across finserv verticals
in LATAM region, March 2020*)

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Reach customers more securely
WhatsApp enables you to reach your prime
customers where they are - on their
mobile phones
But unlike other channels like email, sms
and phone calls. WhatsApp Business API has
end-to-end encryption and two-step verification
features. It works the business platform that
remains compliant with regulations.
This enables businesses to have a more secure
conversation with their customers right from the
discovery to the post-purchase support.

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Encryption
Every WhatsApp message,
including messages between
people and businesses, is
protected by the same
industry-leading, signal
encryption protocol that
protects messages
from before they’re sent
until they’re delivered to
the intended recipient.
Two-step Verification
Two-step verification is an optional
feature that adds more security to
any WhatsApp account. Users can
require any attempt to register a
phone number on WhatsApp to
also enter a six-digit PIN that the
user created when enabling
two-step verification. They can
also enter their email address,
allowing WhatsApp to email a
reset link in case the user ever
forgets their PIN, which
further safeguards the account.
Data privacy
regulatory compliance
WhatsApp highly values the data
privacy and security of both
businesses and their customers.
As a result, WhatsApp provides
transparency on security and
compliance practices — including
SOC 2 (an extensive independent
audit), regular penetration tests,
and the Cloud Security Alliance
Consensus Assessments Initiative
Questionnaire. WhatsApp is also
committedto complying with data
protection laws and allows
customers to meet their obligations
under applicable legal, industry, and
regulatory requirements, as well as
industry best practices.
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Deliver personalized experiences at every stage of the
customer journey
When it comes to finance, everyone expects the
same two things: security andconvenience. As a
financial service provider, it’s your job to protect
your customers’ cash and data while giving
them instant access to funds and information
whenever and wherever they need them.
Every stage of the financial services journey –
from researching products and
solutions to everyday transactions to customer
support – is a chance to engage customers and
build trust. With conversational support over
WhatsApp, you can help ensure your customers
remain loyal and happy for years to come.
Promote Research Transaction Support
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Special Promos -
Provide offers and
promotions to
customers to attract
new business
New Launches -
Launch new products
through campaigns by
sending messages
Remarketing & Up-sell -
Re-market or cross-sell
other products/services
Promotions
Informative
Communication -
Provide informative
messages about your
offerings to better
customers
Nudge Messages -
Send nudging messages
to users who have shown
interest in your offering
Interest Rate Updates -
Inform customers about
reduced interest rates to
boost new loan
applications
Research
Contact Information
Updates - Make it easy
for customers to update
their account information
Fund Transfers -
Help customers stay
on top of their finances
with account alerts and
simple transaction
options
New Account Opening -
Reach out to customers
to open a new account
as a special product
offer
Transaction
Transaction Verification
Alerts - Verify recent
transactions and reduce
false flags on fraudulent
transactions
Transaction Dispute
Alerts - Provide timely
updates on recently
flagged charges to
improve customer
satisfaction
Missed Payments - Make
it easy for customers to
keep their accounts in
good standing with late
payment alerts
Customer Support
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Additional use cases for the promotion
stage in the customer journey:
-Find Coupon Codes
-Get launch updates
-Get the latest offers or
promotions
-Find Best products
9:42 AM
Wed
ABC Institution
Hi Joe,
XYZ Bank, thank you for
showing Interest in a life
Insurance plan by
LIF Insurance.
Please submit your
documents in chat.
(Files to be under 5 MB)
5:21 PM
IIB Bank
9:42 AM
Wed
ABC Institution
Hey Amit,
We have a special
pre-approved offer for you
this Diwali. Get a custom
Personal Loan with a
minimal interest rate
and no documentation.
Hurry to avail your Loan
of ₹25 Lac, reply“In” 5:21 PM
IIB Bank
Promotions

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Additional use cases for the research
stage in the customer journey:
-Find a branch or ATM
-Make an appointment with a financial
advisor
-Review interest rates
-Research loan requirements
-Research checking and savings account
options
-Inquire about fees
Research
Research
Research use cases:
● Find a branch or ATM
● Make an appointment with a
financial advisor
● Review interest rates
● Research loan requirements
Additional use cases for the research
stage in the customer journey:
● Find a branch or ATM
● Make an appointment with a financial
advisor
● Review interest rates
● Research loan requirements
● Research checking and savings account
options
● Inquire about fees
ESEARCH USE CASES

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Additional use cases for the transaction
stage in the customer journey:
-Open an account
- Apply for credit
- Pay a bill
- Make a loan payment
- Check account balance
- Transfer funds
Transaction
ional use cases for the transaction
in the customer journey:
pen an account
pply for credit
y a bill
ake a loan payment
heck account balance
ansfer funds
ansaction
TION USE CASES

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Additional use cases for the customer
support stage in the customer journey:
-Change a password
- Update contact information
- Change payment details
- Submit a complaint
- Connect with the right department
- Report fraud
- Report a lost or stolen card
- Place a travel alert
Customer support
mer support
use cases for the customer
ge in the customer journey:
password
ontact information
payment details
complaint
with the right department
aud
ost or stolen card
avel alert
T USE CASES

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You Can Run Marketing Campaigns to get Customers
Redirect customers to your Banks Official WhatsApp Account using WhatsApp’s Business
API and create a conversion flow with the help of an AI Chatbot and make them opt for
your products/services.

14. Here is what your
customer conversion journey can look like!
Customer is sent
an Website ad
User clicks and is
redirected to a WhatsApp
Chat through a landing
page
User chats with the
Official Company
Account.
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Ad

15. Supercharge your chats
Send and receive instant messages on WhatsApp to engage your prospects contextually
with the power of our Business API. Use this feature to capture their interest, build
relationships and improve your revenue.
With open rate of over 90%* get
your message across easily
Capture, engage & communicate,
using Media Rich Messaging
IIB Bank IIB Bank
00193F
9:42 AM
Wed
ABC Institution
Hi Joe,
XYZ Bank, thank you for
showing Interest in a life
Insurance plan by
LIF Insurance.
Please submit your
documents in chat.
(Files to be under 5 MB)
5:21 PM
9:42 AM
Wed
ABC Institution
1:30
A walkthrough video showing
the features of the car.
Hey Joe,
Find more details about the car
attached in the Brochure.
Please find the PFD attached.
5:01 PM
2023 REEVA BROCHURE
CROWN AUTOMOBILES
BROCHURE
REEVA
CAR BROCHURE
IIB Bank IIB Bank
9:42 AM
Wed
ABC Institution
1:30
Avail the all New Platinum Black
Card by
IIB Bank.
-Minimum Interest rate
-Free Part payment
-Used in over 1 Million outlets
-Minimal Documentation
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16. Supercharge your chats
Guide your customers with a step-by-step look at the products & services by creating a
messaging flow that conveys with the help of videos, images, documents and text.
Broadcast messages with
personalization
Automate responses
and notifications
IIB Bank IIB Bank
00193F
9:42 AM
Wed
ABC Institution
IIB Bank IIB Bank
Hey Amit,
We have a special
pre-approved offer for you
this Diwali. Get a custom
Personal Loan with a
minimal interest rate
and no documentation.
Hurry to avail your Loan
of ₹25 Lac, reply“In” 5:21 PM
Hey Amit,
We have a special
pre-approved offer for you
this Diwali. Get a custom
Personal Loan with a
minimal interest rate
and no documentation.
Hurry to avail your Loan
of ₹25 Lac, reply“In” 5:21 PM
9:42 AM
Wed
ABC Institution
Hey Amit,
We have a special
pre-approved offer for you
this Diwali. Get a custom
Personal Loan with a
minimal interest rate
and no documentation.
Hurry to avail your Loan
of ₹25 Lac, reply“In” 5:21 PM
Dear Customer,
Transaction number
134523487 for your Auto
Loan has been debited on
25 Feb 2024. To approve
reply“Approve”, to reject
reply“Reject”
5:21 PM
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17. 9:42 AM
Wed
1:33 PM
IIB Bank
Hi <Name>
We tried reaching you regarding your
inquiry for Credit Card from IIB Bank.
however, we couldn’t connect.
Here are some features of the
Credit Card.
-Simple Documentation
-Flexible Interest Rates
-No Added Costs
Feel free to reach us at 999666111
In case you have any other
questions you can
refer to the brochure.
<Credit Card Brochure>
Regards,
Success Team,
IIB Bank Ltd
Informational Messaging
Allow your leads to know and learn more about the core benefits of choosing your financial institution,
personalize contextual engagement at the right time and bolster their decisions to accelerate them to
the conversion stage.
INFORMATIVE MESSAGE NUDGING MESSAGE
CUSTOMER MANAGE
MESSAGE
9:42 AM
Wed
1:33 PM
IIB Bank
Hi <Name>
With a Platinum Black by IIB Bank
You can use it internationally in 165+
countries and benefit
from cash-back schemes.
Hurry now and order your Platinum
Black Card today
With minimal documentation.
To apply on the offer, kindly visit
this link www.iib.bank
<Credit Card Brochure>
Regards,
Success Team,
IIB Bank Ltd
9:42 AM
Wed
1:33 PM
IIB Bank
Hi <Name>
Thank you for your interest in
IIB Bank. My name is Amit
and I will guide you through the
documentation process, if you have
any doubts with regard to approval,
verification, fees and any other
queries. Feel free to reach me out
at 999666111 and I’ll be happy to
assist you.
Attached below is the Product
brochure that you have enquired for.
<Credit Card Brochure>
Regards,
Success Team,
IIB Bank Ltd
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18. Transactional Messaging
Automate transactional messages based on the stage of your prospect’s journey. From sharing Offer
messages to verification requests, gently nudge your prospects to take the next necessary step in
their sales journey to deliver an enhanced experience for quicker turnarounds and better enrolments.
9:42 AM
Wed
1:33 PM
IIB Bank
Hi <Name>
Your EMI payment for the
Automobile Loan to IIB Bank is
pending. Please fulfill the payment
before tomorrow through the link
below or on the App.
Payment Link<link>
For any assistance, you can reach us
using the below
mobile number or mail id
hi@iib.bank
999666111
Regards,
Customer Relations Team,
IIB Bank Ltd
PAYMENT REMINDER PAYMENT CONFIRMATION
CUSTOMER ONBOARDING
9:42 AM
Wed
Hi Anna
Which card will you like to cancel?
*Card image 1 & 2
(Customer chooses from the options
to reduce confusion and improve
responses)
Would you like to apply for a New
Card? 1:35 PM
Please confirm your address.
*Field with address
Here is the Tracking Link:
www.livetrack.iib.bank/34vg23ip
For any assistance you can reach us
using the below mobile number or
mail id hi@iib.bank
999666111
Regards,
Customer Relations Team,
IIB Bank Ltd 1:34 PM
IIB Bank
My card has been
stolen 1:34 PM
Yes
1:34 PM
9:42 AM
Wed
Hi Emma
To get started please fill out the form.
____ < Form inside chat for ease
and convenience
Uploads Image of Driver License
1:33 PM
Great! Your card will be sent to you
by speed post in 5 business days.
1:33 PM
When your card arrives you can
activate it by messaging us the
card number.
In case of any queries, please feel
free to call us at 999666111
Regards,
Customer Relations Team,
IIB Bank Ltd
1:34 PM
IIB Bank
Hi I would like to open
an account 1:33 PM
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