Industries · Finance & Insurance
WhatsApp for finance, lending & insurance businesses
Collections and renewals live or die on timely, trusted communication. Replyzet delivers EMI reminders, policy renewal alerts and KYC requests on the official WhatsApp Business API — with approved templates, payment links and a full audit trail of what was delivered and read.
Sound familiar?
Missed EMIs from forgetfulness
Most late payments aren't refusals — customers simply forget, and SMS reminders go unread.
Renewals lapse silently
Policyholders miss renewal dates, lapse coverage, and the business loses recurring revenue.
KYC chases take weeks
Collecting documents over email and phone calls stretches simple onboarding into weeks.
What finance & insurance do with Replyzet
Every capability below runs on the official WhatsApp Business API — compliant, scalable and set up without code.
EMI & premium reminders
Scheduled reminders before every due date, with escalating follow-ups for missed payments.
Policy renewal alerts
Automatic renewal reminders with the exact premium amount and a payment link to renew in one tap.
KYC document collection
Customers send documents directly in chat — collected, acknowledged and pushed to your CRM automatically.
Payment links in chat
Razorpay links inside the conversation get you paid instantly, with status tracked automatically.
Account & transaction alerts
Utility notifications for disbursals, receipts and statements on a channel customers actually read.
First-line query bot
Balance, due-date and process questions answered instantly; complex cases route to your team inbox.
Frequently asked questions
Is WhatsApp compliant for financial communication?+
Replyzet uses the official Meta Business API with pre-approved templates, opt-in management and delivery logs — a fully compliant channel for regulated communication.
Can payment collection happen inside WhatsApp?+
Yes. Send Razorpay payment links in chat; payment status is tracked and your records update automatically on payment.
Can reminder schedules be customised?+
Yes. Set multiple lead times (e.g. 7 and 3 days before due) and reminders send automatically — each customer reminded once per due date.
Do read receipts work for compliance records?+
Yes. Per-message sent/delivered/read status is recorded and exportable to CSV for audit trails.
Your competitors are already on WhatsApp.
Get on the official WhatsApp Business API today. Start your 14-day free trial — no setup fee, no credit card.