How it works

3 flows running on day one.

Each flow is pre-built. Connect your WhatsApp number, add your content, go live in under 10 minutes.

Flow 01

Policy renewal sequence

30, 14, 7 and 1 day before policy expiry — automatic WhatsApp reminders with premium amount, renewal link and document upload for paperless processing.

Live conversation

Hi Vikram! 📋 Your LIC policy (No. 123456) expires in 14 days — June 28. Premium due: ₹12,450. Pay now to avoid lapse →['14-day auto']

Can I pay via UPI?['']

Of course! Here's the UPI link 🔗 — payment takes 30 seconds. Instant policy renewal confirmation sent here ✅['Instant']

Flow 02

EMI overdue nudge

When an EMI is missed, Tanvik sends a friendly WhatsApp reminder with the outstanding amount and a payment link. Reduces overdue accounts without uncomfortable phone calls.

Live conversation

Hi Sunita! 🔔 Your home loan EMI of ₹18,500 for June was due yesterday. Pay now to avoid late fee → pay.bank.io/sunita-emi['Auto · Day 1']

Sorry, paying now['']

Payment confirmed ✅ No late fee charged. Your next EMI is July 5. I'll remind you 3 days before 🙏['Instant']

Flow 03

Loan enquiry follow-up

New loan enquiry? AI qualifies the lead — loan type, amount, tenure, employment — and routes to your DSA team with a complete profile. Follow-up sequence runs for 7 days if no response.

Live conversation

I need a home loan of ₹50L. Can you help?['']

Hi Arun! 🏠 Great, I can help. A few quick questions — are you salaried or self-employed? And what's the property location?['1.6s']

Salaried, property in Hyderabad['']

Perfect! Based on your profile, you may qualify for up to ₹60L at 8.6% p.a. I'm connecting you with our loan advisor Neha right now 📞['2.1s']

What gets automated

Six tasks your team never has to do manually again.

Policy renewal reminders (30, 14, 7, 1 day before)

EMI due date reminders and overdue alerts

Loan lead qualification and routing

Document collection via WhatsApp chat

Premium payment link delivery

Annual portfolio review nudge to all clients

Never lose a renewal.
Never miss a follow-up.

3 flows running on day one.

Policy renewal sequence

EMI overdue nudge

Loan enquiry follow-up

Six tasks your team never has to do manually again.

Ready to automate your finance & insurance sales on WhatsApp?

Never lose a renewal.Never miss a follow-up.

3 flows running on day one.

Policy renewal sequence

EMI overdue nudge

Loan enquiry follow-up

Six tasks your team never has to do manually again.

Ready to automate your finance & insurance sales on WhatsApp?

Never lose a renewal.
Never miss a follow-up.