Qualify, verify and retain — securely
Qualify and score leads, collect KYC documents, send authentication OTPs and renewal/EMI reminders — all on the official, secure WhatsApp Business Platform.
See it live
A finance & insurance conversation, running end-to-end
SecureLife
online
↑
Qualified leads
Faster
KYC turnaround
↓
Renewal lapses
The challenge
Sound familiar?
If any of these hurt, WhatsApp automation with WaZappy is built to fix them.
- ✕Unqualified leads waste agent time
- ✕KYC collection is slow and manual
- ✕Renewals and EMIs get missed
- ✕Compliance and security concerns
Use cases
What you can automate for finance & insurance
Lead qualification
AI qualifies and scores leads by product, eligibility and intent.
KYC collection
Collect documents in chat; AI vision reads and validates them.
OTP authentication
Send secure authentication OTP templates.
Renewal & EMI reminders
Automated reminders and payment links reduce lapses.
Policy/loan updates
Send status, documents and confirmations instantly.
Yes — everything runs on the official Meta Cloud API via WaZappy, a Meta Tech Provider, with strict access controls. No grey-market APIs.
Yes — collect PAN, Aadhaar and photos in chat, and use AI vision to read and validate them.
Yes — use Meta-approved authentication (OTP) templates for secure logins and confirmations.
Yes — scheduled reminders with payment links reduce lapses and missed dues.
Yes — AI scores leads and routes hot ones to the right advisor instantly.
More industries
Explore other industries
Ready to automate finance & insurance on WhatsApp?
Sign up free, or call our team and we’ll build your first finance & insurance flow with you.
Ready to put WhatsApp to work?
Start on the free plan, connect your number, and send your first automated reply today. No setup fee, no card.
Free plan · No setup fee · Messages billed by Meta at cost